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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 %
APC
976
Asset Planning Corporation
Tennessee
$360K +$566 +1 +0.2%
PA
977
Parallel Advisors
California
$360K -$82.7K -146 -19%
CFS
978
Coordinated Financial Services
Colorado
$359K +$50.9K +90 +17%
CWA
979
CM Wealth Advisors
Ohio
$357K
CA
980
Claro Advisors
Massachusetts
$357K +$357K +630 New
TRIA
981
Trail Ridge Investment Advisors
Colorado
$357K -$28.2K -49 -7%
SC
982
SouthState Corp
Florida
$352K -$38.5K -68 -10%
OC
983
Optima Capital
Oregon
$351K
PW
984
Pandora Wealth
Illinois
$347K
Jennison Associates
985
Jennison Associates
New York
$346K -$827K -1,461 -71%
SI
986
Shaker Investments
Ohio
$346K +$567 +1 +0.2%
XPN
987
XY Planning Network
Montana
$345K -$19.8K -35 -5%
TSMHT
988
Thurston Springer Miller Herd & Titak
Indiana
$345K +$34.6K +61 +11%
PCH
989
PGIM Custom Harvest
New Jersey
$344K +$93.5K +165 +37%
SFI
990
SPC Financial Inc
Maryland
$342K
MAWA
991
Moss Adams Wealth Advisors
Washington
$342K +$342K +601 New
SA
992
Scarborough Advisors
Maryland
$342K -$6.23K -11 -2%
SFC
993
SYM Financial Corp
Indiana
$340K -$1.7K -3 -0.5%
TWM
994
TriaGen Wealth Management
California
$340K
SC
995
Summa Corp
Texas
$340K +$340K +600 New
SIMG
996
Sonora Investment Management Group
Arizona
$339K +$339K +599 New
CCM
997
Corsair Capital Management
New York
$338K -$339K -599 -50%
EWA
998
Evolution Wealth Advisors
Florida
$337K -$45.3K -80 -12%
WPC
999
Waters Parkerson & Co
Louisiana
$337K +$25.5K +45 +8%
WDL
1000
Well Done LLC
Michigan
$334K