MDY icon

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 %
MAM
926
Milestone Asset Management
Pennsylvania
$406K +$19.3K +34 +5%
TCBWMS
927
Texas Capital Bank Wealth Management Services
Texas
$406K
CFP
928
Catalyst Financial Partners
Massachusetts
$406K -$42.5K -75 -9%
MRP
929
Measured Risk Portfolios
California
$406K +$10.8K +19 +3%
PCA
930
Prosperity Capital Advisors
Ohio
$405K
HCMG
931
Howard Capital Management Group
California
$405K -$11.3K -20 -3%
FMB
932
Field & Main Bank
Kentucky
$404K
SAM
933
S.A. Mason
Michigan
$400K
WPW
934
Watershed Private Wealth
Illinois
$399K
HPBT
935
Hickory Point Bank & Trust
Illinois
$398K
BDF
936
Black Diamond Financial
Maryland
$398K
NG
937
Norden Group
Utah
$397K -$12.5K -22 -3%
AWM
938
Aberdeen Wealth Management
Illinois
$397K
MC
939
Mathes Company
New York
$397K
NW
940
NewEdge Wealth
Pennsylvania
$395K -$224K -392 -36%
BAMG
941
Brand Asset Management Group
Missouri
$391K -$2.27K -4 -0.6%
JFG
942
JDM Financial Group
Texas
$390K
HWA
943
Heartwood Wealth Advisors
Virginia
$390K
SMA
944
Seven Mile Advisory
New Jersey
$389K
BFC
945
Bedel Financial Consulting
Indiana
$389K
PIM
946
Progressive Investment Management
Oregon
$388K -$64.6K -114 -14%
ZIM
947
Zacks Investment Management
Illinois
$387K -$7.94K -14 -2%
CAI
948
Capital Advisors Inc
Oklahoma
$387K
BEI
949
Benjamin Edwards Inc
Missouri
$386K
CFS
950
CRA Financial Services
New Jersey
$385K