MDY icon

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
ICM
901
Invenomic Capital Management
Massachusetts
$451K
OCM
902
Orleans Capital Management
Louisiana
$448K
CFB
903
Cullen/Frost Bankers
Texas
$446K
OAS
904
Optivise Advisory Services
Tennessee
$445K
IFWM
905
Institute for Wealth Management
Colorado
$444K
DSN
906
D. Scott Neal
Kentucky
$442K
SPFA
907
Summit Place Financial Advisors
New Jersey
$442K
FGWP
908
Founders Grove Wealth Partners
Virginia
$441K
OS
909
Objectivity Squared
South Carolina
$439K
AFO
910
Arrowroot Family Office
California
$436K
ACM
911
Ayrshire Capital Management
Connecticut
$434K
UCB
912
United Community Bank
South Carolina
$434K
WA
913
Wealth Architects
California
$432K
CAL
914
Capital Advisors Ltd
Ohio
$430K
CFS
915
Commonwealth Financial Services
West Virginia
$429K
MA
916
Maxele Advisors
Missouri
$429K
RSWM
917
Robertson Stephens Wealth Management
California
$429K
NSAM
918
North Star Asset Management
Wisconsin
$429K
UB
919
Umpqua Bank
Oregon
$428K
NCM
920
Neumann Capital Management
California
$425K
RB
921
Rodgers Brothers
Pennsylvania
$424K
D
922
Dentgroup
Louisiana
$422K
OWA
923
Octavia Wealth Advisors
Ohio
$417K
PTB
924
Pioneer Trust Bank
Oregon
$416K
GIA
925
Gladstone Institutional Advisory
Florida
$416K