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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
FPB
851
First PREMIER Bank
South Dakota
$511K
VPP
852
Vertex Planning Partners
Illinois
$510K
BFA
853
Bragg Financial Advisors
North Carolina
$509K
LCWP
854
Legacy Capital Wealth Partners
Arkansas
$508K
CP
855
Creekside Partners
California
$506K
FBFS
856
First Business Financial Services
Wisconsin
$502K
GT
857
Glenview Trust
Kentucky
$502K
FFM
858
Forum Financial Management
Illinois
$502K
MWA
859
Midland Wealth Advisors
Illinois
$499K
KWA
860
Kingswood Wealth Advisors
California
$499K
GIA
861
Guyasuta Investment Advisors
Pennsylvania
$497K
TI
862
Truepoint Inc
Ohio
$496K
MA
863
Mutual Advisors
Nebraska
$496K
RC
864
Rovin Capital
Arizona
$495K
LBC
865
Lowe Brockenbrough & Co
Virginia
$494K
EFA
866
Evernest Financial Advisors
Indiana
$493K
NW
867
Naviter Wealth
Arkansas
$492K
MC
868
McCarthy & Cox
Ohio
$491K
MPI
869
Mairs & Power Inc
Minnesota
$490K
MF
870
Montis Financial
Massachusetts
$485K
SP
871
Stablepoint Partners
Massachusetts
$484K
RWM
872
Rockline Wealth Management
New York
$484K
CPA
873
Cardiff Park Advisors
California
$484K
PS
874
Principal Securities
Iowa
$484K
LGWM
875
Litman Gregory Wealth Management
California
$483K