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SPDR S&P MidCap 400 ETF Trust

1,326 hedge funds and large institutions have $14.2B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 325 increasing their positions, 510 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
17.77%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
New
84
Increased
325
Reduced
510
Closed
65
Calls
$535M
Puts
$407M
Net Calls
+$128M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
676
Appleton Partners
Massachusetts
$816K -$284K -501 -26%
BCA
677
Bay Colony Advisors
Massachusetts
$815K -$5.67K -10 -0.7%
FCCM
678
First City Capital Management
Georgia
$809K +$14.7K +26 +2%
CGL
679
Clarius Group LLC
Washington
$808K
CWM
680
Cornerstone Wealth Management
Missouri
$806K -$13.6K -24 -2%
DADC
681
D.A. Davidson & Co
Montana
$805K +$97.5K +172 +14%
MCM
682
MontVue Capital Management
Virginia
$804K +$6.23K +11 +0.8%
SIC
683
Samalin Investment Counsel
New York
$803K +$1.13K +2 +0.1%
BTD
684
BankPlus Trust Department
Mississippi
$801K
OPTFSNA
685
Old Point Trust & Financial Services N A
Virginia
$801K +$123K +218 +18%
LCM
686
Leisure Capital Management
California
$796K +$8.5K +15 +1%
AWA
687
Arkadios Wealth Advisors
Georgia
$795K -$5.1K -9 -0.6%
FPL
688
Fortress Private Ledger
North Carolina
$795K +$22.1K +39 +3%
BMM
689
Berkshire Money Management
Massachusetts
$794K
GS
690
GTS Securities
New York
$794K -$2.36M -4,167 -75%
LG
691
LAM Group
Oregon
$793K
QPWM
692
Quadrant Private Wealth Management
Pennsylvania
$790K +$568 +1 +0.1%
TCM
693
TruNorth Capital Management
Michigan
$789K
SAM
694
Sawgrass Asset Management
Florida
$789K
ALWM
695
Andrews Lucia Wealth Management
California
$782K -$50.4K -89 -6%
FC
696
FCA Corp
Texas
$782K
CCFM
697
Clear Creek Financial Management
Washington
$781K -$32.9K -58 -4%
VVP
698
Venture Visionary Partners
Ohio
$779K +$22.1K +39 +3%
MKC
699
M. Kraus & Co
Vermont
$779K
SFA
700
Sequoia Financial Advisors
Ohio
$777K +$30.6K +54 +4%