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SPDR S&P MidCap 400 ETF Trust

1,327 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, 326 increasing their positions, 510 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
-14
Holders Change %
-1.04%
% of All Funds
17.78%
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
326
Reduced
510
Closed
65
Calls
$535M
Puts
$407M
Net Calls
+$128M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DSN
901
D. Scott Neal
Kentucky
$442K
SPFA
902
Summit Place Financial Advisors
New Jersey
$442K
FGWP
903
Founders Grove Wealth Partners
Virginia
$441K +$566 +1 +0.1%
OS
904
Objectivity Squared
South Carolina
$439K +$1.13K +2 +0.3%
AFO
905
Arrowroot Family Office
California
$436K +$436K +770 New
ACM
906
Ayrshire Capital Management
Connecticut
$434K
UCB
907
United Community Bank
South Carolina
$434K
WA
908
Wealth Architects
California
$432K -$566 -1 -0.1%
CAL
909
Capital Advisors Ltd
Ohio
$430K -$31.2K -55 -7%
CFS
910
Commonwealth Financial Services
West Virginia
$429K -$77.6K -137 -15%
RSWM
911
Robertson Stephens Wealth Management
California
$429K
NSAM
912
North Star Asset Management
Wisconsin
$429K
UB
913
Umpqua Bank
Oregon
$428K +$428K +739 New
NCM
914
Neumann Capital Management
California
$425K
RB
915
Rodgers Brothers
Pennsylvania
$424K
D
916
Dentgroup
Louisiana
$422K +$134K +236 +46%
OWA
917
Octavia Wealth Advisors
Ohio
$417K -$2.27K -4 -0.5%
PTB
918
Pioneer Trust Bank
Oregon
$416K
GIA
919
Gladstone Institutional Advisory
Florida
$416K
Man Group
920
Man Group
United Kingdom
$415K +$359K +633 +633%
TFA
921
Toth Financial Advisory
Virginia
$414K +$58.9K +104 +17%
ACM
922
Ardent Capital Management
Ohio
$414K
EFG
923
Elios Financial Group
Ohio
$410K -$14.7K -26 -3%
PI
924
PFG Investments
New York
$409K -$25.5K -45 -6%
CIA
925
Concurrent Investment Advisors
Florida
$407K -$101K -178 -20%