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SPDR S&P MidCap 400 ETF Trust

1,336 hedge funds and large institutions have $14.1B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 327 increasing their positions, 516 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 1,3471,336 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

37% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 516

Holders
1,336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$535M
Puts
$407M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PBF
676
Petix & Botte Financial
California
$821K
RCP
677
Rothschild Capital Partners
New York
$821K
GC
678
Grimes & Company
Massachusetts
$819K
BWM
679
BigSur Wealth Management
Florida
$818K
AP
680
Appleton Partners
Massachusetts
$816K
BCA
681
Bay Colony Advisors
Massachusetts
$815K
FCCM
682
First City Capital Management
Georgia
$809K
CGL
683
Clarius Group LLC
Washington
$808K
CWM
684
Cornerstone Wealth Management
Missouri
$806K
DADC
685
D.A. Davidson & Co
Montana
$805K
MCM
686
MontVue Capital Management
Virginia
$804K
SIC
687
Samalin Investment Counsel
New York
$803K
BTD
688
BankPlus Trust Department
Mississippi
$801K
OPTFSNA
689
Old Point Trust & Financial Services N A
Virginia
$801K
LCM
690
Leisure Capital Management
California
$796K
AWA
691
Arkadios Wealth Advisors
Georgia
$795K
FPL
692
Fortress Private Ledger
North Carolina
$795K
BMM
693
Berkshire Money Management
Massachusetts
$794K
GS
694
GTS Securities
New York
$794K
LG
695
LAM Group
Oregon
$793K
QPWM
696
Quadrant Private Wealth Management
Pennsylvania
$790K
TCM
697
TruNorth Capital Management
Michigan
$789K
SAM
698
Sawgrass Asset Management
Florida
$789K
ALWM
699
Andrews Lucia Wealth Management
California
$782K
FC
700
FCA Corp
Texas
$782K