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SPDR S&P MidCap 400 ETF Trust

1,341 hedge funds and large institutions have $13.3B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 367 increasing their positions, 482 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
-48
Holders Change %
-3.46%
% of All Funds
18.22%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
0.9%
New
76
Increased
367
Reduced
482
Closed
94
Calls
$468M
Puts
$307M
Net Calls
+$161M
Net Calls Change
-$9.79M
Name Holding Trade Value Shares
Change
Shares
Change %
RPCONE
951
Retirement Planning Company of New England
Rhode Island
$372K
ZIM
952
Zacks Investment Management
Illinois
$372K +$36.3K +68 +11%
MRP
953
Measured Risk Portfolios
California
$372K -$24.5K -46 -6%
WA
954
WP Advisors
California
$372K +$1.6K +3 +0.4%
CAM
955
Carret Asset Management
New York
$371K
BAMG
956
Brand Asset Management Group
Missouri
$370K -$5.87K -11 -2%
SC
957
SouthState Corp
Florida
$368K +$133K +250 +57%
JFG
958
JDM Financial Group
Texas
$368K -$13.3K -25 -4%
HWA
959
Heartwood Wealth Advisors
Virginia
$368K
TSWM
960
Tyler-Stone Wealth Management
Ohio
$367K
SMA
961
Seven Mile Advisory
New Jersey
$367K
RW
962
REDW Wealth
New Mexico
$365K -$4.8K -9 -1%
BFC
963
Bedel Financial Consulting
Indiana
$365K +$15.9K +30 +5%
MAM
964
Milestone Asset Management
Pennsylvania
$365K +$26.2K +49 +8%
CAI
965
Capital Advisors Inc
Oklahoma
$364K -$26.7K -50 -7%
BEI
966
Benjamin Edwards Inc
Missouri
$364K +$43.7K +82 +14%
CFS
967
CRA Financial Services
New Jersey
$362K +$29.3K +55 +9%
LFG
968
Larson Financial Group
Missouri
$361K -$932K -1,747 -72%
EWA
969
Evolution Wealth Advisors
Florida
$360K
OCM
970
Orion Capital Management
California
$359K
CT
971
Colonial Trust
South Carolina
$359K -$9.61K -18 -3%
NDSI
972
Newman Dignan & Sheerar Inc
Rhode Island
$359K -$42.7K -80 -11%
TRIA
973
Trail Ridge Investment Advisors
Colorado
$357K -$26.7K -50 -7%
PAMG
974
Patton Albertson Miller Group
Tennessee
$356K
WA
975
Wealth Alliance
New York
$355K -$150K -282 -30%