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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 %
CAM
951
Carret Asset Management
New York
$382K -$11.3K -20 -3%
OCM
952
Orion Capital Management
California
$382K
CT
953
Colonial Trust
South Carolina
$381K
NDSI
954
Newman Dignan & Sheerar Inc
Rhode Island
$381K
AA
955
ArborFi Advisors
Michigan
$377K -$38K -67 -9%
WA
956
Wealth Alliance
New York
$377K
SFC
957
Strategic Financial Concepts
Texas
$377K -$78.7K -139 -17%
CCA
958
Clearwater Capital Advisors
Illinois
$375K +$3.4K +6 +0.9%
BIM
959
Bridges Investment Management
Nebraska
$374K
BWL
960
Bogart Wealth LLC
Virginia
$374K
TSWM
961
Tyler-Stone Wealth Management
Ohio
$373K -$17K -30 -4%
SWA
962
Sax Wealth Advisors
New Jersey
$372K +$12.5K +22 +3%
CS
963
Cannell & Spears
New York
$371K
FFB
964
First Financial Bankshares
Texas
$370K
ADL
965
Asset Dedication LLC
California
$370K +$56.6K +100 +18%
WIC
966
Wilkins Investment Counsel
Massachusetts
$368K
RA
967
Ruggaard & Associates
Ohio
$368K
Betterment LLC
968
Betterment LLC
New York
$368K +$15.9K +28 +5%
LNB
969
Ledyard National Bank
$367K
BTW
970
Boston Trust Walden
Massachusetts
$365K
AIM
971
Avity Investment Management
Connecticut
$365K +$48.2K +85 +15%
CI
972
CX Institutional
Indiana
$365K -$730K -1,290 -67%
LFG
973
Larson Financial Group
Missouri
$362K -$21K -37 -5%
PAMG
974
Patton Albertson Miller Group
Tennessee
$361K -$17K -30 -4%
FMII
975
Farmers & Merchants Investments Inc
Nebraska
$361K