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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
17.78%
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 %
MS
1051
Maven Securities
Jersey
$291K +$291K +514 New
GPA
1052
Guidance Point Advisors
Massachusetts
$291K +$1.13K +2 +0.4%
NFC
1053
Northeast Financial Consultants
Connecticut
$291K
GHA
1054
Granite Harbor Advisors
Texas
$289K -$5.67K -10 -2%
KL
1055
KWMG LLC
Kansas
$288K
MSCM
1056
McElhenny Sheffield Capital Management
Texas
$286K -$17K -30 -6%
BHWM
1057
Bar Harbor Wealth Management
New Hampshire
$286K
DWA
1058
Delap Wealth Advisory
Oregon
$285K
VPIM
1059
Vanguard Personalized Indexing Management
California
$283K -$566 -1 -0.2%
MW
1060
MBL Wealth
North Carolina
$283K -$4.53K -8 -2%
FFW
1061
Fusion Family Wealth
New York
$283K
AF
1062
Apexium Financial
Texas
$281K
HS
1063
Horan Securities
United States
$280K +$280K +495 New
BWA
1064
BlueSky Wealth Advisors
North Carolina
$279K
LFAS
1065
Level Four Advisory Services
Texas
$279K -$43.6K -77 -14%
BC
1066
Burney Company
Virginia
$279K
NFG
1067
Nations Financial Group
Iowa
$278K +$14.7K +26 +6%
CWS
1068
Confluence Wealth Services
Pennsylvania
$277K +$277K +489 New
ESB
1069
Essex Savings Bank
Connecticut
$276K +$40.8K +72 +17%
CSS
1070
Cubist Systematic Strategies
Connecticut
$275K -$1.72M -3,034 -86%
CWS
1071
Cypress Wealth Services
California
$275K
BL
1072
BFSG LLC
California
$275K
LI
1073
LRI Investments
Florida
$274K +$90.7K +160 +49%
TP
1074
Tranquility Partners
Tennessee
$274K +$51.6K +91 +23%
NHC
1075
Nicholas Hoffman & Company
Georgia
$274K +$56.6K +100 +26%