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SPDR S&P MidCap 400 ETF Trust

1,341 hedge funds and large institutions have $13.3B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 367 increasing their positions, 482 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
-48
Holders Change %
-3.46%
% of All Funds
18.22%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
0.9%
New
76
Increased
367
Reduced
482
Closed
94
Calls
$468M
Puts
$307M
Net Calls
+$161M
Net Calls Change
-$9.79M
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
676
Gen-Wealth Partners
Michigan
$804K -$260K -487 -24%
VIM
677
Vista Investment Management
Pennsylvania
$802K +$533 +1 +0.1%
RCS
678
Retirement Capital Strategies
California
$801K
HCM
679
Howland Capital Management
Massachusetts
$801K
GPI
680
General Partner Inc
Pennsylvania
$792K
XT
681
XTX Topco
Cayman Islands
$787K +$787K +1,476 New
RWM
682
Rialto Wealth Management
New York
$786K +$3.2K +6 +0.4%
MAG
683
M3 Advisory Group
Massachusetts
$784K +$9.6K +18 +1%
OFG
684
Omega Financial Group
California
$776K +$2.14K +4 +0.3%
PBF
685
Petix & Botte Financial
California
$774K
GC
686
Grimes & Company
Massachusetts
$773K +$2.13K +4 +0.3%
CWM
687
Cornerstone Wealth Management
Missouri
$772K -$3.2K -6 -0.4%
BCA
688
Bay Colony Advisors
Massachusetts
$771K -$62.3K -117 -7%
RCP
689
Rothschild Capital Partners
New York
$771K -$5.68M -10,646 -88%
BWM
690
BigSur Wealth Management
Florida
$770K
ACA
691
Aptus Capital Advisors
Alabama
$769K -$2.67K -5 -0.3%
CFP
692
Cascade Financial Partners
California
$768K -$45.3K -85 -6%
DFA
693
Davies Financial Advisors
California
$768K +$506K +948 +193%
CCFM
694
Clear Creek Financial Management
Washington
$767K +$250K +469 +48%
CWM
695
CCG Wealth Management
California
$767K
PFT
696
Providence First Trust
Arizona
$763K -$27.7K -52 -4%
CGL
697
Clarius Group LLC
Washington
$761K
SIC
698
Samalin Investment Counsel
New York
$754K +$37.9K +71 +5%
BTD
699
BankPlus Trust Department
Mississippi
$754K
AWA
700
Arkadios Wealth Advisors
Georgia
$753K +$22.9K +43 +3%