MDY icon

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 %
V
726
ViaWealth
Kansas
$707K -$29.3K -55 -4%
LRIC
727
Long Road Investment Counsel
Michigan
$704K -$144K -270 -17%
SFA
728
Sequoia Financial Advisors
Ohio
$703K -$30.9K -58 -4%
AWM
729
AE Wealth Management
Kansas
$700K -$202K -378 -22%
SG
730
Stanich Group
New York
$700K
EWA
731
Exencial Wealth Advisors
Oklahoma
$697K
SPWM
732
Schrum Private Wealth Management
Florida
$693K
FA
733
Fiduciary Alliance
South Carolina
$691K -$4.8K -9 -0.7%
OCM
734
One Capital Management
California
$688K +$4.27K +8 +0.6%
RGC
735
Roberts, Glore & Co
Illinois
$687K -$463K -868 -40%
TI
736
Truepoint Inc
Ohio
$681K -$8K -15 -1%
PNC
737
Park National Corp
Ohio
$678K
TWA
738
TCI Wealth Advisors
Arizona
$676K
SI
739
Saxon Interests
Texas
$674K +$106K +199 +19%
AT
740
Avalon Trust
New Mexico
$669K
PCP
741
Panoramic Capital Partners
Oregon
$669K +$45.4K +97 +7%
SFB
742
STAR Financial Bank
Indiana
$667K -$52.3K -98 -7%
LSA
743
L & S Advisors
California
$667K +$12.8K +24 +2%
BA
744
Bridgewater Advisors
New York
$667K +$667K +1,278 New
DADC
745
D.A. Davidson & Co
Montana
$667K +$82.7K +155 +14%
SPP
746
Single Point Partners
Massachusetts
$666K
WP
747
WealthPLAN Partners
Nebraska
$666K -$14.9K -28 -2%
PWS
748
Peterson Wealth Services
Utah
$665K -$2.72M -5,100 -80%
EG
749
Ellerson Group
Maryland
$664K -$9.07K -17 -1%
NIM
750
Nicollet Investment Management
Minnesota
$664K