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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 %
SWM
726
Sentinel Wealth Management
Virginia
$716K +$716K +1,260 New
TVWM
727
Tower View Wealth Management
Wisconsin
$716K -$3.26M -5,756 -82%
CFP
728
Cascade Financial Partners
California
$715K -$100K -177 -12%
DC
729
Davenport & Co
Virginia
$714K +$714K +1,261 New
PWS
730
Peterson Wealth Services
Utah
$713K +$6.23K +11 +0.9%
FA
731
Fiduciary Alliance
South Carolina
$713K -$21K -37 -3%
SFB
732
STAR Financial Bank
Indiana
$709K
LSA
733
L & S Advisors
California
$707K -$1.7K -3 -0.2%
SPP
734
Single Point Partners
Massachusetts
$707K
MC
735
Miramar Capital
Illinois
$707K +$52.1K +92 +8%
NIM
736
Nicollet Investment Management
Minnesota
$705K
GAB
737
German American Bancorp
Indiana
$704K
NB
738
Nicolet Bankshares
Wisconsin
$704K -$566 -1 -0.1%
CNBOF
739
City National Bank of Florida
Florida
$703K -$82.1K -145 -10%
RRA
740
Round Rock Advisors
Connecticut
$703K -$68.5K -121 -9%
PPW
741
Pasadena Private Wealth
California
$701K -$574K -1,013 -45%
UFAC
742
Urban Financial Advisory Corp
Illinois
$696K -$4.53K -8 -0.6%
CA
743
CGN Advisors
Kansas
$694K
ST
744
Smithfield Trust
Pennsylvania
$692K
KWM
745
Kaydan Wealth Management
Michigan
$691K
FWP
746
FAS Wealth Partners
Kansas
$690K +$566 +1 +0.1%
EG
747
Ellerson Group
Maryland
$688K -$17K -30 -2%
SQA
748
Simon Quick Advisors
New Jersey
$688K -$2.27K -4 -0.3%
SG
749
Stanich Group
New York
$682K -$80.3K -138 -11%
TCOV
750
Trust Company of Vermont
Vermont
$680K