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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 %
BHWM
1076
Bar Harbor Wealth Management
New Hampshire
$269K
CFD
1077
Creative Financial Designs
Indiana
$268K -$63.5K -119 -19%
IRAG
1078
Investment Research & Advisory Group
Georgia
$268K
DWA
1079
Delap Wealth Advisory
Oregon
$268K
VPIM
1080
Vanguard Personalized Indexing Management
California
$267K +$45.9K +86 +21%
FFW
1081
Fusion Family Wealth
New York
$267K
PFG
1082
PAX Financial Group
Texas
$267K
NC
1083
Napatree Capital
Rhode Island
$267K +$14.9K +28 +6%
OCBCO
1084
Oversea-Chinese Banking Corp (OCBC)
Singapore
$267K +$267K +500 New
MMM
1085
Mendel Money Management
Illinois
$265K -$1.07K -2 -0.4%
AF
1086
Apexium Financial
Texas
$265K
BWA
1087
BlueSky Wealth Advisors
North Carolina
$263K
BC
1088
Burney Company
Virginia
$262K +$1.07K +2 +0.4%
WPC
1089
Wedmont Private Capital
Pennsylvania
$261K
BL
1090
BFSG LLC
California
$259K
CWS
1091
Cypress Wealth Services
California
$259K
SFM
1092
Signet Financial Management
New Jersey
$256K -$158K -295 -38%
HPC
1093
Hobart Private Capital
North Carolina
$254K +$52.8K +99 +26%
MCA
1094
Maryland Capital Advisors
Maryland
$254K
BHIA
1095
Birch Hill Investment Advisors
Massachusetts
$253K -$1.6K -3 -0.6%
CBB
1096
Citizens Business Bank
California
$253K
FPW
1097
Flagship Private Wealth
Massachusetts
$253K -$40.6K -76 -14%
HDIM
1098
Hanson & Doremus Investment Management
Vermont
$253K
BFIC
1099
Bedell Frazier Investment Counselling
California
$252K +$252K +473 New
AWA
1100
Arete Wealth Advisors
Illinois
$252K +$12.3K +23 +5%