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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 %
KP
1076
Keel Point
Alabama
$273K +$13K +23 +5%
LWA
1077
Lantern Wealth Advisors
New York
$273K +$273K +481 New
SFM
1078
Signet Financial Management
New Jersey
$272K
MCA
1079
Maryland Capital Advisors
Maryland
$270K
BHIA
1080
Birch Hill Investment Advisors
Massachusetts
$269K
CBB
1081
Citizens Business Bank
California
$269K
HDIM
1082
Hanson & Doremus Investment Management
Vermont
$269K
CFD
1083
Creative Financial Designs
Indiana
$269K -$16.4K -29 -6%
BFIC
1084
Bedell Frazier Investment Counselling
California
$268K
CA
1085
CapWealth Advisors
Tennessee
$267K
MMM
1086
Mendel Money Management
Illinois
$266K -$15.3K -27 -5%
LSC
1087
Lesa Sroufe & Co
Washington
$266K
IFA
1088
Index Fund Advisors
California
$266K
PP
1089
PDS Planning
Ohio
$265K
RMC
1090
Resources Management Corp
Connecticut
$264K
WA
1091
WealthTrust Axiom
Pennsylvania
$264K
B
1092
Bensler
Washington
$263K
RFP
1093
Root Financial Partners
California
$263K +$566 +1 +0.2%
CC
1094
Cadinha & Co
Hawaii
$262K -$158K -279 -38%
AIM
1095
Aspen Investment Management
Michigan
$262K -$1.34M -2,368 -84%
PA
1096
Parkside Advisors
California
$261K +$261K +460 New
TWM
1097
Tradition Wealth Management
Minnesota
$261K -$2.83K -5 -1%
IAS
1098
Investment Advisory Services
Texas
$261K
OBGC
1099
O'Brien Greene & Co
Pennsylvania
$261K
MAS
1100
Madden Advisory Services
Florida
$261K +$18.1K +32 +7%