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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 %
AFM
1001
Armstrong Fleming & Moore
District of Columbia
$331K +$331K +620 New
OAS
1002
Optivise Advisory Services
Tennessee
$330K -$214K -401 -39%
OC
1003
Optima Capital
Oregon
$330K
SA
1004
Scarborough Advisors
Maryland
$328K -$65.1K -122 -17%
SC
1005
Sapient Capital
Indiana
$327K -$26.2K -49 -7%
PW
1006
Pandora Wealth
Illinois
$327K +$327K +613 New
SI
1007
Shaker Investments
Ohio
$325K +$1.07K +2 +0.3%
BAM
1008
Belpointe Asset Management
Nevada
$324K -$445K -833 -58%
EAM
1009
Empirical Asset Management
Massachusetts
$322K +$69.3K +130 +27%
RRCM
1010
Rappaport Reiches Capital Management
Illinois
$322K
SFI
1011
SPC Financial Inc
Maryland
$322K
SFC
1012
SYM Financial Corp
Indiana
$322K +$1.6K +3 +0.5%
SW
1013
SkyOak Wealth
Michigan
$320K
TWM
1014
TriaGen Wealth Management
California
$320K
ECM
1015
Eisler Capital Management
United Kingdom
$320K +$320K +600 New
VWA
1016
Visionary Wealth Advisors
Illinois
$319K -$19.2K -36 -6%
S
1017
SignatureFD
Georgia
$315K -$10.7K -20 -3%
NCM
1018
Novare Capital Management
North Carolina
$315K
EIP
1019
Ellis Investment Partners
Pennsylvania
$315K +$64K +120 +26%
BI
1020
Berkeley Inc
Idaho
$313K
FC
1021
Financial Council
Maryland
$312K +$24.5K +46 +9%
CA
1022
CoreCap Advisors
Michigan
$310K +$13.9K +26 +5%
BFG
1023
Bouchey Financial Group
New York
$308K -$174K -325 -36%
SFG
1024
SNS Financial Group
Minnesota
$308K
LFS
1025
Legacy Financial Strategies
Kansas
$307K