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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$41.5M
DP
52
Divergent Planning
Maryland
$40.3M
PAI
53
Pittenger & Anderson Inc
Nebraska
$39.5M
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$39.2M
PGA
55
Portland Global Advisors
Maine
$38.6M
WTC
56
WhitTier Trust Company
Nevada
$38.6M
MT
57
Midwest Trust
Kansas
$36.4M
BCWM
58
Bartlett & Co Wealth Management
Ohio
$35.1M
AWP
59
Ascent Wealth Partners
New York
$35M
CFG
60
Citizens Financial Group
Rhode Island
$34.4M
SMC
61
Smith, Moore & Co
Missouri
$34.2M
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$34.1M
PA
63
Pinnacle Associates
New York
$33.5M
SCM
64
SCS Capital Management
Massachusetts
$31.5M
MASUI
65
MIRAE ASSET SECURITIES (USA) INC.
New York
$31.4M
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$30.4M
OFS
67
Oldfather Financial Services
Nebraska
$30.2M
GBWM
68
Granite Bay Wealth Management
New Hampshire
$29.2M
Baird Financial Group
69
Baird Financial Group
Wisconsin
$29M
HIMC
70
Heritage Investors Management Corp
Maryland
$28.8M
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$28.8M
CA
72
Crewe Advisors
Utah
$28.6M
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$28.4M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
74
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28.3M
PGCM
75
Prescott Group Capital Management
Oklahoma
$27.9M