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SPDR S&P MidCap 400 ETF Trust

1,336 hedge funds and large institutions have $14.1B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 327 increasing their positions, 516 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 1,3471,336 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

37% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 516

Holders
1,336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$535M
Puts
$407M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1126
Capital Asset Advisory Services
Michigan
$244K
WMA
1127
William Mack & Associates
Michigan
$244K
FPF
1128
First Pacific Financial
Washington
$244K
FPW
1129
Flagship Private Wealth
Massachusetts
$244K
VST
1130
Van Strum & Towne
California
$244K
FDCDDQ
1131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K
GFA
1132
Gladwyn Financial Advisors
Virginia
$242K
BWS
1133
Broadway Wealth Solutions
Texas
$242K
UIM
1134
Unified Investment Management
Georgia
$241K
FWA
1135
FSM Wealth Advisors
Ohio
$240K
TI
1136
Trexquant Investment
Connecticut
$238K
CG
1137
Cynosure Group
Utah
$238K
RWM
1138
Ritholtz Wealth Management
New York
$237K
AFG
1139
Allegheny Financial Group
Pennsylvania
$234K
TC
1140
Trust Company
Kansas
$233K
WA
1141
Wambolt & Associates
Colorado
$232K
FAC
1142
Financial Advisory Corporation
Michigan
$231K
SSWM
1143
Sheets Smith Wealth Management
North Carolina
$230K
GIM
1144
Grassi Investment Management
California
$229K
ARA
1145
Alexander Randolph Advisory
Virginia
$229K
SRC
1146
Shufro Rose & Co
New York
$227K
CWM
1147
Cordatus Wealth Management
Pennsylvania
$227K
SW
1148
SkyOak Wealth
Michigan
$227K
RWM
1149
Rockwood Wealth Management
Pennsylvania
$227K
CV
1150
Counterweight Ventures
North Carolina
$227K