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SPDR S&P MidCap 400 ETF Trust

1,336 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, 327 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: 1,3471,336 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

37% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 516

Holders
1,336
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
BFM
801
Broadview Financial Management
Wisconsin
$585K
W
802
WorthPointe
California
$585K
Members Trust
803
Members Trust
Florida
$583K
UBV
804
United Bank (Virginia)
Virginia
$581K
BBI
805
Baxter Bros Inc
Connecticut
$580K
AMBIA
806
Allen Mooney & Barnes Investment Advisors
Georgia
$575K
CIA
807
Capital Investment Advisors
Georgia
$575K
SWM
808
Spire Wealth Management
Virginia
$572K
FHA
809
Flagship Harbor Advisors
Massachusetts
$571K
BFAG
810
Blackston Financial Advisory Group
Florida
$570K
GWA
811
Genesis Wealth Advisors
Massachusetts
$567K
AT
812
Avalon Trust
New Mexico
$566K
SMH
813
Sanders Morris Harris
Texas
$566K
DWA
814
Douglass Winthrop Advisors
New York
$566K
WAS
815
Wealth Advisory Solutions
Indiana
$566K
ACM
816
Advisors Capital Management
New Jersey
$565K
SMWM
817
Silvia McColl Wealth Management
California
$563K
FH
818
FWG Holdings
Florida
$561K
PMFA
819
Plante Moran Financial Advisors
Michigan
$560K
WP
820
WealthShield Partners
North Carolina
$560K
VBFG
821
Vishria Bird Financial Group
Tennessee
$560K
SA
822
Strategic Advisors
New York
$560K
TWM
823
Tanager Wealth Management
United Kingdom
$560K
TA
824
TFG Advisers
Michigan
$558K
PIA
825
Pollock Investment Advisors
Michigan
$558K