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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 %
HIP
776
HUB Investment Partners
Texas
$626K +$14.7K +26 +2%
MWM
777
Marion Wealth Management
Pennsylvania
$626K -$527K -930 -46%
ME
778
McIlrath & Eck
Washington
$620K -$14.2K -25 -2%
RSA
779
River Street Advisors
Illinois
$618K +$187K +330 +43%
CC
780
Cypress Capital
Tennessee
$615K +$49.3K +87 +9%
MCP
781
Mirador Capital Partners
California
$611K +$2.83K +5 +0.5%
FA
782
Fagan Associates
New York
$610K
HWA
783
HCR Wealth Advisors
California
$609K
RFM
784
Royal Fund Management
Florida
$609K
AC
785
Apella Capital
Connecticut
$606K
TCWA
786
Turtle Creek Wealth Advisors
Texas
$603K +$603K +1,064 New
CAC
787
Certified Advisory Corp
Florida
$602K +$20.4K +36 +4%
IWC
788
Integrated Wealth Concepts
Massachusetts
$598K +$18.7K +33 +3%
FWTB
789
First Western Trust Bank
Colorado
$598K
CPA
790
Compass Planning Associates
Massachusetts
$592K +$566 +1 +0.1%
WA
791
WBH Advisory
Maryland
$592K -$84.4K -149 -12%
GKIM
792
GW&K Investment Management
Massachusetts
$589K
FNT
793
First National Trust
Pennsylvania
$589K
GWM
794
GSB Wealth Management
Connecticut
$588K -$47.6K -84 -7%
BFM
795
Broadview Financial Management
Wisconsin
$585K -$2.83K -5 -0.5%
W
796
WorthPointe
California
$585K
Members Trust
797
Members Trust
Florida
$583K +$36.3K +64 +7%
UBV
798
United Bank (Virginia)
Virginia
$581K
BBI
799
Baxter Bros Inc
Connecticut
$580K
AMBIA
800
Allen Mooney & Barnes Investment Advisors
Georgia
$575K +$566 +1 +0.1%