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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
EWA
726
Exencial Wealth Advisors
Oklahoma
$725K
BBW
727
Blue Barn Wealth
Utah
$723K
CWM
728
CCG Wealth Management
California
$721K
TWA
729
TCI Wealth Advisors
Arizona
$718K
SWM
730
Sentinel Wealth Management
Virginia
$716K
TVWM
731
Tower View Wealth Management
Wisconsin
$716K
CFP
732
Cascade Financial Partners
California
$715K
DC
733
Davenport & Co
Virginia
$714K
PWS
734
Peterson Wealth Services
Utah
$713K
FA
735
Fiduciary Alliance
South Carolina
$713K
SFB
736
STAR Financial Bank
Indiana
$709K
LSA
737
L & S Advisors
California
$707K
SPP
738
Single Point Partners
Massachusetts
$707K
MC
739
Miramar Capital
Illinois
$707K
NIM
740
Nicollet Investment Management
Minnesota
$705K
GAB
741
German American Bancorp
Indiana
$704K
NB
742
Nicolet Bankshares
Wisconsin
$704K
CNBOF
743
City National Bank of Florida
Florida
$703K
RRA
744
Round Rock Advisors
Connecticut
$703K
PPW
745
Pasadena Private Wealth
California
$701K
UFAC
746
Urban Financial Advisory Corp
Illinois
$696K
HPC
747
HM Payson & Co
Maine
$696K
CA
748
CGN Advisors
Kansas
$694K
ST
749
Smithfield Trust
Pennsylvania
$692K
KWM
750
Kaydan Wealth Management
Michigan
$691K