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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 %
HWA
801
HCR Wealth Advisors
California
$574K -$2.14K -4 -0.4%
RFM
802
Royal Fund Management
Florida
$573K
MCP
803
Mirador Capital Partners
California
$573K +$55K +103 +11%
WP
804
WealthShield Partners
North Carolina
$573K -$17.6K -33 -3%
KGP
805
Keystone Global Partners
Colorado
$569K +$569K +1,067 New
FWTB
806
First Western Trust Bank
Colorado
$563K +$56.5K +106 +11%
SG
807
StoneX Group
New York
$560K +$66.8K +125 +14%
CPA
808
Compass Planning Associates
Massachusetts
$557K +$534 +1 +0.1%
FNT
809
First National Trust
Pennsylvania
$554K -$8K -15 -1%
GKIM
810
GW&K Investment Management
Massachusetts
$554K
BFM
811
Broadview Financial Management
Wisconsin
$554K -$17.6K -33 -3%
MWA
812
Midland Wealth Advisors
Illinois
$553K -$22.4K -42 -4%
W
813
WorthPointe
California
$551K
CAC
814
Certified Advisory Corp
Florida
$548K -$20.3K -38 -4%
UBV
815
United Bank (Virginia)
Virginia
$547K
BBI
816
Baxter Bros Inc
Connecticut
$546K
IWC
817
Integrated Wealth Concepts
Massachusetts
$546K +$22.4K +42 +4%
CIA
818
Capital Investment Advisors
Georgia
$541K -$54.4K -102 -9%
AMBIA
819
Allen Mooney & Barnes Investment Advisors
Georgia
$541K +$1.07K +2 +0.2%
AC
820
Apella Capital
Connecticut
$538K -$74.8K -146 -12%
FHA
821
Flagship Harbor Advisors
Massachusetts
$537K
WAS
822
Wealth Advisory Solutions
Indiana
$533K
DWA
823
Douglass Winthrop Advisors
New York
$533K
CC
824
Cypress Capital
Tennessee
$533K +$533K +999 New
GL
825
GHE LLC
Tennessee
$533K