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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 %
BA
751
Brightwater Advisory
Florida
$679K +$182K +321 +37%
SMA
752
Sage Mountain Advisors
Georgia
$674K
FIC
753
FCG Investment Company
Tennessee
$674K +$17.6K +31 +3%
SI
754
Saxon Interests
Texas
$674K
EDRH
755
Edmond de Rothschild Holding
Switzerland
$670K
FIA
756
Foundations Investment Advisors
Arizona
$669K +$40.2K +71 +6%
WWM
757
Western Wealth Management
Colorado
$667K
RWA
758
River Wealth Advisors
Pennsylvania
$664K -$5.67K -10 -0.8%
Thrivent Financial for Lutherans
759
Thrivent Financial for Lutherans
Minnesota
$664K -$10.1M -17,925 -94%
MP
760
Moment Partners
California
$662K
PFBT
761
Parkside Financial Bank & Trust
Missouri
$660K +$43.1K +76 +7%
PSF
762
Pacific Sun Financial
California
$660K
OFG
763
Opulen Financial Group
Virginia
$658K +$4.53K +8 +0.7%
KCM
764
Kanawha Capital Management
Virginia
$654K -$8.5K -15 -1%
MWM
765
Mission Wealth Management
California
$654K -$140K -247 -18%
NRG
766
Nemes Rush Group
Michigan
$647K -$300K -529 -32%
RG
767
Rathbones Group
United Kingdom
$646K
JWM
768
Jacksonville Wealth Management
Florida
$644K -$14.2K -25 -2%
BB
769
Bell Bank
North Dakota
$643K -$113K -200 -15%
NHT
770
New Hampshire Trust
New Hampshire
$642K
SAM
771
Seelaus Asset Management
New Jersey
$634K -$8.5K -15 -1%
XT
772
XTX Topco
Cayman Islands
$633K -$203K -359 -24%
BWP
773
BSW Wealth Partners
Colorado
$629K -$3.97K -7 -0.6%
SAM
774
Summit Asset Management
Tennessee
$628K +$204K +360 +48%
BBA
775
BLB&B Advisors
Pennsylvania
$627K -$63.4K -112 -9%