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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 %
CIM
1151
Contravisory Investment Management
Massachusetts
$224K -$74.3K -131 -25%
OCM
1152
Objective Capital Management
Ohio
$224K +$567 +1 +0.3%
FAT
1153
First American Trust
California
$224K
KMWM
1154
Keudell/Morrison Wealth Management
Oregon
$223K -$175K -309 -44%
WCM
1155
Windsor Capital Management
Arizona
$222K -$23.2K -41 -9%
IWP
1156
IAG Wealth Partners
Wisconsin
$222K
AWM
1157
Accurate Wealth Management
Florida
$220K -$23.9K -41 -10%
SW
1158
SteelPeak Wealth
California
$220K +$5.68K +10 +3%
BPAMU
1159
BTG Pactual Asset Management US
New York
$219K
AIA
1160
Accelerate Investment Advisors
California
$219K +$219K +386 New
PCMF
1161
Private Capital Management (Florida)
Florida
$218K
IP
1162
Investment Partners
Ohio
$217K
FF
1163
Financial Futures
New Jersey
$216K +$216K +381 New
SWM
1164
SeaCrest Wealth Management
New York
$216K
BIM
1165
Breakwater Investment Management
Washington
$215K
AGC
1166
Aspen Grove Capital
Colorado
$215K +$215K +377 New
YIA
1167
YHB Investment Advisors
Connecticut
$214K +$214K +378 New
OCPWS
1168
One Charles Private Wealth Services
Massachusetts
$214K
HBW
1169
Hazlett, Burt & Watson
West Virginia
$213K +$10.7K +19 +5%
GWAG
1170
Garrett Wealth Advisory Group
Texas
$211K -$54.4K -96 -20%
AP
1171
Atwood & Palmer
Missouri
$211K
NIM
1172
Northeast Investment Management
Massachusetts
$211K +$211K +372 New
SFO
1173
Stokes Family Office
Louisiana
$211K +$211K +372 New
PP
1174
Patten & Patten
Tennessee
$210K +$210K +370 New
JC
1175
Jacobs & Co
California
$209K +$209K +370 New