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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 %
TVAMP
701
Tennessee Valley Asset Management Partners
Tennessee
$777K -$8.5K -15 -1%
MIG
702
McGuire Investment Group
Rhode Island
$777K
CBA
703
Coastal Bridge Advisors
Connecticut
$776K -$82.1K -145 -10%
3AM
704
3EDGE Asset Management
Florida
$776K +$248K +437 +47%
HAM
705
Harmony Asset Management
Arizona
$776K
CAM
706
Congress Asset Management
Massachusetts
$768K +$412K +727 +116%
LMKC
707
L.M. Kohn & Company
Ohio
$766K
V
708
VeraBank
Texas
$764K -$111K -196 -13%
ACA
709
Aptus Capital Advisors
Alabama
$764K -$52.7K -93 -6%
VDI
710
Vaughan David Investments
Illinois
$761K +$761K +1,344 New
OCM
711
One Capital Management
California
$758K +$28.3K +50 +4%
V
712
ViaWealth
Kansas
$751K
IA
713
IFP Advisors
Florida
$750K +$235K +415 +46%
HWM
714
Hohimer Wealth Management
Washington
$745K +$45.9K +81 +7%
SWP
715
Strategic Wealth Partners
Ohio
$745K +$745K +1,315 New
WP
716
WealthPLAN Partners
Nebraska
$741K +$34K +60 +5%
HFP
717
Holistic Financial Partners
Indiana
$739K -$37.4K -66 -5%
SPWM
718
Schrum Private Wealth Management
Florida
$736K
AWM
719
AE Wealth Management
Kansas
$733K -$10.2K -18 -1%
DFA
720
Davies Financial Advisors
California
$731K -$84.9K -150 -10%
PNC
721
Park National Corp
Ohio
$726K +$6.8K +12 +0.9%
EWA
722
Exencial Wealth Advisors
Oklahoma
$725K -$14.7K -26 -2%
BBW
723
Blue Barn Wealth
Utah
$723K -$43.1K -76 -6%
CWM
724
CCG Wealth Management
California
$721K -$93.5K -165 -11%
TWA
725
TCI Wealth Advisors
Arizona
$718K