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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
17.78%
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
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 %
IA
76
IFG Advisors
Missouri
$27.2M +$910K +1,606 +3%
Osaic Holdings
77
Osaic Holdings
Arizona
$26.8M -$15.2M -26,601 -36%
CA
78
Clearstead Advisors
Ohio
$26.6M -$2.67M -4,705 -9%
CPIG
79
Chicago Partners Investment Group
Illinois
$26.4M +$307K +522 +1%
CA
80
Cumberland Advisors
Florida
$25.3M -$2.12M -3,735 -8%
Comerica Bank
81
Comerica Bank
Texas
$25.1M -$5.49M -9,687 -18%
LCM
82
LCM Capital Management
Illinois
$24.9M +$58.9K +104 +0.2%
KA
83
Klingman & Associates
New York
$24M +$10.2K +18 +0%
MMA
84
Miracle Mile Advisors
California
$23.8M +$6.89M +12,157 +41%
CI
85
Conning Inc
Connecticut
$22.8M
BlackRock
86
BlackRock
New York
$22.4M -$7.27M -12,829 -25%
Bessemer Group
87
Bessemer Group
New Jersey
$22.2M -$620K -1,094 -3%
Jane Street
88
Jane Street
New York
$21.7M +$19.7M +34,828 +1,011%
Lido Advisors
89
Lido Advisors
California
$21.6M -$179K -316 -0.8%
BCM
90
Basswood Capital Management
New York
$21.6M +$21.6M +38,082 New
CRC
91
Curi RMB Capital
Illinois
$21.6M +$5.44M +9,571 +34%
JIC
92
Johnson Investment Counsel
Ohio
$20.6M +$53.8K +95 +0.3%
1SB
93
1ST Source Bank
Indiana
$20.5M +$67.4K +119 +0.3%
SCM
94
Steele Capital Management
Iowa
$19M -$210K -369 -1%
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$18.3M -$30K -53 -0.2%
HW
96
Hancock Whitney
Mississippi
$18.1M +$1.52M +2,684 +9%
TWA
97
Tandem Wealth Advisors
Arizona
$18M +$1.46M +2,577 +9%
KAS
98
Kestra Advisory Services
Texas
$17.9M +$1.07M +1,892 +6%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$17.7M +$466K +822 +3%
WPW
100
Waldron Private Wealth
Pennsylvania
$17.5M -$2.34M -4,136 -12%