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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
17.77%
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 %
GFA
1126
Gladwyn Financial Advisors
Virginia
$242K +$242K +428 New
BWS
1127
Broadway Wealth Solutions
Texas
$242K
UIM
1128
Unified Investment Management
Georgia
$241K
FWA
1129
FSM Wealth Advisors
Ohio
$240K -$13.3K -23 -5%
TI
1130
Trexquant Investment
Connecticut
$238K -$263K -465 -52%
CG
1131
Cynosure Group
Utah
$238K
RWM
1132
Ritholtz Wealth Management
New York
$237K
AFG
1133
Allegheny Financial Group
Pennsylvania
$234K -$22.1K -39 -9%
TC
1134
Trust Company
Kansas
$233K
WA
1135
Wambolt & Associates
Colorado
$232K +$2.87K +5 +1%
FAC
1136
Financial Advisory Corporation
Michigan
$231K
SSWM
1137
Sheets Smith Wealth Management
North Carolina
$230K +$566 +1 +0.2%
GIM
1138
Grassi Investment Management
California
$229K
ARA
1139
Alexander Randolph Advisory
Virginia
$229K
SRC
1140
Shufro Rose & Co
New York
$227K
CWM
1141
Cordatus Wealth Management
Pennsylvania
$227K
SW
1142
SkyOak Wealth
Michigan
$227K -$113K -200 -33%
BCAM
1143
Boston Common Asset Management
Massachusetts
$227K
RWM
1144
Rockwood Wealth Management
Pennsylvania
$227K
CV
1145
Counterweight Ventures
North Carolina
$227K
PWP
1146
Pursue Wealth Partners
California
$227K
HC
1147
Hoese & Co
Minnesota
$227K
GWANC
1148
Guardian Wealth Advisors (North Carolina)
North Carolina
$226K -$29.5K -52 -12%
HCM
1149
Hengehold Capital Management
Ohio
$225K
MFG
1150
Magnus Financial Group
New York
$224K