MDY icon

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 %
HIG
1026
Heritage Investment Group
Florida
$307K
RLIM
1027
Red Lighthouse Investment Management
New York
$306K
DAC
1028
Dividend Assets Capital
South Carolina
$305K
PCMK
1029
Paragon Capital Management (Kansas)
Kansas
$304K
HA
1030
Huntleigh Advisors
Missouri
$304K
NPAN
1031
Northeast Planning Associates NH
New Hampshire
$304K
LFAS
1032
Level Four Advisory Services
Texas
$303K -$288K -540 -49%
RIG
1033
RiverFront Investment Group
Virginia
$302K +$47.5K +89 +19%
MW
1034
Members Wealth
Pennsylvania
$302K
QCM
1035
QRG Capital Management
Illinois
$301K +$1.07K +2 +0.4%
SIA
1036
Schechter Investment Advisors
Michigan
$301K
NAS
1037
NWF Advisory Services
California
$300K +$533 +1 +0.2%
AIM
1038
Avity Investment Management
Connecticut
$299K
HNWAG
1039
High Net Worth Advisory Group
Florida
$298K
ACA
1040
Anchor Capital Advisors
Massachusetts
$296K -$42.7K -80 -13%
BOJHT
1041
Bank of Jackson Hole Trust
Wyoming
$295K +$14.7K +26 +5%
ADL
1042
Asset Dedication LLC
California
$295K +$99.2K +186 +51%
WPC
1043
Waters Parkerson & Co
Louisiana
$293K +$293K +550 New
TSMHT
1044
Thurston Springer Miller Herd & Titak
Indiana
$292K +$6.42K +12 +2%
PFA
1045
Pure Financial Advisors
California
$292K -$38.9K -73 -12%
AAS
1046
Annex Advisory Services
Wisconsin
$292K +$533 +1 +0.2%
CFS
1047
Coordinated Financial Services
Colorado
$291K -$8K -15 -3%
HT
1048
Heritage Trust
Oklahoma
$290K
TD Asset Management
1049
TD Asset Management
Ontario, Canada
$289K -$9.07K -17 -3%
CA
1050
Cortland Associates
Missouri
$289K -$38.9K -73 -12%