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SPDR S&P MidCap 400 ETF Trust

1,337 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, 328 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: 1,3481,337 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

36% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 516

Holders
1,337
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
CCFM
701
Clear Creek Financial Management
Washington
$781K
VVP
702
Venture Visionary Partners
Ohio
$779K
MKC
703
M. Kraus & Co
Vermont
$779K
SFA
704
Sequoia Financial Advisors
Ohio
$777K
TVAMP
705
Tennessee Valley Asset Management Partners
Tennessee
$777K
MIG
706
McGuire Investment Group
Rhode Island
$777K
CBA
707
Coastal Bridge Advisors
Connecticut
$776K
3AM
708
3EDGE Asset Management
Florida
$776K
HAM
709
Harmony Asset Management
Arizona
$776K
CAM
710
Congress Asset Management
Massachusetts
$768K
LMKC
711
L.M. Kohn & Company
Ohio
$766K
V
712
VeraBank
Texas
$764K
ACA
713
Aptus Capital Advisors
Alabama
$764K
VDI
714
Vaughan David Investments
Illinois
$761K
OCM
715
One Capital Management
California
$758K
V
716
ViaWealth
Kansas
$751K
IA
717
IFP Advisors
Florida
$750K
HWM
718
Hohimer Wealth Management
Washington
$745K
SWP
719
Strategic Wealth Partners
Ohio
$745K
WP
720
WealthPLAN Partners
Nebraska
$741K
HFP
721
Holistic Financial Partners
Indiana
$739K
SPWM
722
Schrum Private Wealth Management
Florida
$736K
AWM
723
AE Wealth Management
Kansas
$733K
DFA
724
Davies Financial Advisors
California
$731K
PNC
725
Park National Corp
Ohio
$726K