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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 %
HSA
976
HBK Sorce Advisory
Pennsylvania
$353K +$534 +1 +0.2%
BWL
977
Bogart Wealth LLC
Virginia
$352K -$133K -249 -27%
BIM
978
Bridges Investment Management
Nebraska
$352K +$352K +660 New
CCA
979
Clearwater Capital Advisors
Illinois
$350K
CS
980
Cannell & Spears
New York
$349K
PS
981
Principal Securities
Iowa
$349K
FFB
982
First Financial Bankshares
Texas
$349K -$1.6K -3 -0.5%
LA
983
Lane & Associates
New Jersey
$349K +$21.9K +41 +7%
FFM
984
Forum Financial Management
Illinois
$347K
RA
985
Ruggaard & Associates
Ohio
$347K
WIC
986
Wilkins Investment Counsel
Massachusetts
$347K
DL
987
DOHJ LLC
Washington
$347K
MPW
988
Monterey Private Wealth
California
$346K
LNB
989
Ledyard National Bank
$345K -$3.2K -6 -0.9%
BTW
990
Boston Trust Walden
Massachusetts
$344K
XPN
991
XY Planning Network
Montana
$344K +$6.94K +13 +2%
FMII
992
Farmers & Merchants Investments Inc
Nebraska
$340K -$20.3K -38 -6%
SWA
993
Sax Wealth Advisors
New Jersey
$339K
APC
994
Asset Planning Corporation
Tennessee
$338K +$58.2K +109 +21%
CWA
995
CM Wealth Advisors
Ohio
$336K
WDL
996
Well Done LLC
Michigan
$336K
CAM
997
Congress Asset Management
Massachusetts
$336K -$476K -892 -59%
TFA
998
Toth Financial Advisory
Virginia
$334K +$34.7K +65 +12%
RAM
999
Riggs Asset Management
Pennsylvania
$332K
Betterment LLC
1000
Betterment LLC
New York
$332K +$64.1K +120 +24%