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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 %
MCM
701
MontVue Capital Management
Virginia
$751K -$29.3K -55 -4%
BFAG
702
Blackston Financial Advisory Group
Florida
$750K -$76.3K -143 -9%
FCCM
703
First City Capital Management
Georgia
$748K
BMM
704
Berkshire Money Management
Massachusetts
$748K -$2.13K -4 -0.3%
MWM
705
Mission Wealth Management
California
$747K +$267K +501 +56%
LG
706
LAM Group
Oregon
$747K
SAM
707
Sawgrass Asset Management
Florida
$743K
TCM
708
TruNorth Capital Management
Michigan
$743K +$722K +1,353 +3,383%
QPWM
709
Quadrant Private Wealth Management
Pennsylvania
$743K
LCM
710
Leisure Capital Management
California
$742K
TVAMP
711
Tennessee Valley Asset Management Partners
Tennessee
$740K -$4.8K -9 -0.6%
CNBOF
712
City National Bank of Florida
Florida
$739K +$65.1K +122 +10%
FC
713
FCA Corp
Texas
$736K
MKC
714
M. Kraus & Co
Vermont
$734K -$173K -325 -19%
MIG
715
McGuire Investment Group
Rhode Island
$731K
HFP
716
Holistic Financial Partners
Indiana
$731K +$1.6K +3 +0.2%
HAM
717
Harmony Asset Management
Arizona
$730K
FPL
718
Fortress Private Ledger
North Carolina
$728K -$107K -201 -13%
RRA
719
Round Rock Advisors
Connecticut
$727K
AA
720
Ashford Advisors
New York
$726K +$726K +1,361 New
LMKC
721
L.M. Kohn & Company
Ohio
$722K +$4.27K +8 +0.6%
BBW
722
Blue Barn Wealth
Utah
$721K -$13.9K -26 -2%
GCM
723
Gator Capital Management
Florida
$714K -$145K -272 -17%
VVP
724
Venture Visionary Partners
Ohio
$713K +$2.13K +4 +0.3%
BB
725
Bell Bank
North Dakota
$712K -$33.6K -63 -5%