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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 %
FPGK
1126
Financial Partners Group (Kansas)
Kansas
$239K
CWG
1127
Cornerstone Wealth Group
North Carolina
$239K
FPF
1128
First Pacific Financial
Washington
$239K +$1.07K +2 +0.4%
AWM
1129
Avior Wealth Management
Nebraska
$239K -$77.3K -145 -24%
EM
1130
Excalibur Management
Massachusetts
$238K
PSCM
1131
Per Stirling Capital Management
Texas
$238K -$40.6K -76 -15%
IWA
1132
Inspirion Wealth Advisors
Illinois
$237K
OIM
1133
Oder Investment Management
California
$236K
PCH
1134
PGIM Custom Harvest
New Jersey
$236K +$23.5K +44 +11%
HWMO
1135
Heritage Wealth Management (Ohio)
Ohio
$235K
FWA
1136
FSM Wealth Advisors
Ohio
$234K
AC
1137
AlphaCore Capital
California
$234K +$234K +439 New
VCM
1138
Vivaldi Capital Management
Illinois
$232K +$37.4K +70 +19%
CAAS
1139
Capital Asset Advisory Services
Michigan
$232K
WCM
1140
Windsor Capital Management
Arizona
$231K -$16K -30 -6%
FA
1141
Fermata Advisors
California
$231K -$40.5K -76 -15%
VST
1142
Van Strum & Towne
California
$229K
FDCDDQ
1143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228K -$533 -1 -0.2%
MAS
1144
Madden Advisory Services
Florida
$228K +$2.67K +5 +1%
BWS
1145
Broadway Wealth Solutions
Texas
$228K
SRC
1146
Shufro Rose & Co
New York
$227K -$16K -30 -7%
UIM
1147
Unified Investment Management
Georgia
$227K +$227K +425 New
PI
1148
Pachira Investments
California
$226K -$9M -16,914 -98%
CG
1149
Cynosure Group
Utah
$225K
National Bank of Canada
1150
National Bank of Canada
Quebec, Canada
$223K +$169K +316 +307%