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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 %
CA
1101
CapWealth Advisors
Tennessee
$251K
GWP
1102
Gateway Wealth Partners
Wisconsin
$251K +$11.2K +21 +5%
LSC
1103
Lesa Sroufe & Co
Washington
$251K +$251K +470 New
IFA
1104
Index Fund Advisors
California
$250K -$18.1K -34 -7%
GWAG
1105
Garrett Wealth Advisory Group
Texas
$250K
IWM
1106
IHT Wealth Management
Illinois
$250K -$3.73K -7 -1%
PP
1107
PDS Planning
Ohio
$250K -$1.6K -3 -0.6%
RMC
1108
Resources Management Corp
Connecticut
$249K
WA
1109
WealthTrust Axiom
Pennsylvania
$248K
TWM
1110
Tradition Wealth Management
Minnesota
$248K
IP
1111
Isthmus Partners
Wisconsin
$248K
B
1112
Bensler
Washington
$248K
CICC
1113
Capital Investment Counsel (Colorado)
Colorado
$248K +$248K +465 New
RFP
1114
Root Financial Partners
California
$248K
NFG
1115
Nations Financial Group
Iowa
$248K +$2.67K +5 +1%
JFGLC
1116
Johnson Financial Group LLC (Colorado)
Colorado
$247K +$247K +463 New
IAS
1117
Investment Advisory Services
Texas
$245K
OBGC
1118
O'Brien Greene & Co
Pennsylvania
$245K
KP
1119
Keel Point
Alabama
$245K -$22.4K -42 -8%
ACI
1120
Alpha Cubed Investments
California
$245K +$533 +1 +0.2%
AFG
1121
Allegheny Financial Group
Pennsylvania
$241K -$23K -43 -9%
GWANC
1122
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K
WIM
1123
Westside Investment Management
California
$241K
EF
1124
Exeter Financial
Arizona
$240K
AWA
1125
Aquire Wealth Advisors
Utah
$240K +$2.67K +5 +1%