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SPDR S&P MidCap 400 ETF Trust

1,336 hedge funds and large institutions have $14.1B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 327 increasing their positions, 516 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 1,3471,336 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

37% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 516

Holders
1,336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$535M
Puts
$407M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1026
Cornerstone Wealth Group
North Carolina
$314K
RLIM
1027
Red Lighthouse Investment Management
New York
$312K
WA
1028
WP Advisors
California
$311K
CA
1029
CoreCap Advisors
Michigan
$308K
HT
1030
Heritage Trust
Oklahoma
$308K
CA
1031
Cortland Associates
Missouri
$308K
TD Asset Management
1032
TD Asset Management
Ontario, Canada
$307K
SB
1033
Strategic Blueprint
Georgia
$307K
LT
1034
Legacy Trust
Michigan
$306K
NCM
1035
Novare Capital Management
North Carolina
$306K
PWPS
1036
Pinnacle Wealth Planning Services
Ohio
$306K
BOJHT
1037
Bank of Jackson Hole Trust
Wyoming
$306K
AIM
1038
Arcadia Investment Management
Michigan
$306K
WPC
1039
Wedmont Private Capital
Pennsylvania
$305K
BFG
1040
Bouchey Financial Group
New York
$305K
MBI
1041
May Barnhard Investments
Maryland
$304K
ECM
1042
Evergreen Capital Management
Washington
$303K
EAM
1043
Empirical Asset Management
Massachusetts
$301K
AAS
1044
Annex Advisory Services
Wisconsin
$298K
FBB
1045
Fulton Breakefield Broenniman
Maryland
$297K
BSB
1046
Bangor Savings Bank
Maine
$297K
TDC
1047
Thompson Davis & Co
Virginia
$296K
JHCP
1048
Jackson Hole Capital Partners
Oklahoma
$296K
AWM
1049
Aprio Wealth Management
Georgia
$296K
TFO
1050
Tarbox Family Office
California
$296K