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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 %
SC
1101
Sapient Capital
Indiana
$260K -$88.1K -155 -25%
WIM
1102
Westside Investment Management
California
$256K
GWP
1103
Gateway Wealth Partners
Wisconsin
$255K -$11.9K -21 -4%
EF
1104
Exeter Financial
Arizona
$255K
AWA
1105
Aquire Wealth Advisors
Utah
$254K
AWM
1106
Avior Wealth Management
Nebraska
$254K
FPGK
1107
Financial Partners Group (Kansas)
Kansas
$254K
EM
1108
Excalibur Management
Massachusetts
$253K
PSCM
1109
Per Stirling Capital Management
Texas
$252K
IWA
1110
Inspirion Wealth Advisors
Illinois
$252K
OIM
1111
Oder Investment Management
California
$251K
HWMO
1112
Heritage Wealth Management (Ohio)
Ohio
$249K
IWM
1113
IHT Wealth Management
Illinois
$249K -$15.9K -28 -6%
S
1114
SignatureFD
Georgia
$247K -$87.8K -155 -26%
SF
1115
Symphony Financial
Texas
$247K +$247K +426 New
VCM
1116
Vivaldi Capital Management
Illinois
$247K +$566 +1 +0.2%
FA
1117
Fermata Advisors
California
$246K +$566 +1 +0.2%
CA
1118
Clune & Associates
Illinois
$246K +$246K +435 New
IC
1119
Inscription Capital
Texas
$245K +$245K +433 New
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
$245K +$245K +138,543 +56,548%
CAAS
1121
Capital Asset Advisory Services
Michigan
$244K
FPF
1122
First Pacific Financial
Washington
$244K -$9.63K -17 -4%
FPW
1123
Flagship Private Wealth
Massachusetts
$244K -$24.9K -44 -9%
VST
1124
Van Strum & Towne
California
$244K
FDCDDQ
1125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K