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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 %
FBFS
851
First Business Financial Services
Wisconsin
$502K -$15.9K -28 -3%
GT
852
Glenview Trust
Kentucky
$502K
FFM
853
Forum Financial Management
Illinois
$502K +$133K +235 +36%
MWA
854
Midland Wealth Advisors
Illinois
$499K -$87.8K -155 -15%
KWA
855
Kingswood Wealth Advisors
California
$499K -$24.4K -43 -5%
GIA
856
Guyasuta Investment Advisors
Pennsylvania
$497K +$4.53K +8 +0.9%
TI
857
Truepoint Inc
Ohio
$496K -$227K -400 -31%
MA
858
Mutual Advisors
Nebraska
$496K +$2.35K +4 +0.5%
RC
859
Rovin Capital
Arizona
$495K
LBC
860
Lowe Brockenbrough & Co
Virginia
$494K
EFA
861
Evernest Financial Advisors
Indiana
$493K
NW
862
Naviter Wealth
Arkansas
$492K
MC
863
McCarthy & Cox
Ohio
$491K -$17K -30 -3%
MPI
864
Mairs & Power Inc
Minnesota
$490K +$490K +865 New
MF
865
Montis Financial
Massachusetts
$485K -$2.27K -4 -0.5%
SP
866
Stablepoint Partners
Massachusetts
$484K +$3.4K +6 +0.7%
RWM
867
Rockline Wealth Management
New York
$484K
CPA
868
Cardiff Park Advisors
California
$484K +$566 +1 +0.1%
PS
869
Principal Securities
Iowa
$484K +$136K +241 +39%
LGWM
870
Litman Gregory Wealth Management
California
$483K
DWM
871
Denver Wealth Management
Colorado
$482K -$566 -1 -0.1%
AA
872
Ancora Advisors
Ohio
$481K -$7.37K -13 -2%
DSC
873
Duncker Streett & Co
Missouri
$481K
KGP
874
Keystone Global Partners
Colorado
$480K -$124K -219 -21%
RA
875
Rise Advisors
New York
$479K +$35.1K +62 +8%