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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 %
CIA
801
Capital Investment Advisors
Georgia
$575K +$566 +1 +0.1%
SWM
802
Spire Wealth Management
Virginia
$572K -$831K -1,466 -59%
FHA
803
Flagship Harbor Advisors
Massachusetts
$571K
BFAG
804
Blackston Financial Advisory Group
Florida
$570K -$226K -399 -28%
GWA
805
Genesis Wealth Advisors
Massachusetts
$567K -$45.3K -80 -7%
AT
806
Avalon Trust
New Mexico
$566K -$144K -254 -20%
SMH
807
Sanders Morris Harris
Texas
$566K -$109K -192 -16%
DWA
808
Douglass Winthrop Advisors
New York
$566K
WAS
809
Wealth Advisory Solutions
Indiana
$566K
ACM
810
Advisors Capital Management
New Jersey
$565K -$56.6K -100 -9%
SMWM
811
Silvia McColl Wealth Management
California
$563K
FH
812
FWG Holdings
Florida
$561K
PMFA
813
Plante Moran Financial Advisors
Michigan
$560K -$60.6K -107 -10%
WP
814
WealthShield Partners
North Carolina
$560K -$46.5K -82 -8%
VBFG
815
Vishria Bird Financial Group
Tennessee
$560K
SA
816
Strategic Advisors
New York
$560K -$131K -232 -19%
TWM
817
Tanager Wealth Management
United Kingdom
$560K
TA
818
TFG Advisers
Michigan
$558K +$2.83K +5 +0.5%
PIA
819
Pollock Investment Advisors
Michigan
$558K -$3.4K -6 -0.6%
BWCS
820
Beirne Wealth Consulting Services
Connecticut
$558K +$101K +178 +22%
SG
821
StoneX Group
New York
$558K -$37.5K -66 -6%
VFA
822
Valeo Financial Advisors
Indiana
$557K +$19.3K +34 +4%
LWL
823
Leo Wealth LLC
Texas
$552K
MC
824
Maren Capital
Illinois
$546K
FFL
825
Future Fund LLC
Illinois
$544K +$544K +961 New