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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
AZ
1151
Alpha Zero
Florida
$227K
BCAM
1152
Boston Common Asset Management
Massachusetts
$227K
PWP
1153
Pursue Wealth Partners
California
$227K
HC
1154
Hoese & Co
Minnesota
$227K
GWANC
1155
Guardian Wealth Advisors (North Carolina)
North Carolina
$226K
HCM
1156
Hengehold Capital Management
Ohio
$225K
MFG
1157
Magnus Financial Group
New York
$224K
CIM
1158
Contravisory Investment Management
Massachusetts
$224K
OCM
1159
Objective Capital Management
Ohio
$224K
FAT
1160
First American Trust
California
$224K
KMWM
1161
Keudell/Morrison Wealth Management
Oregon
$223K
WCM
1162
Windsor Capital Management
Arizona
$222K
IWP
1163
IAG Wealth Partners
Wisconsin
$222K
SFWA
1164
Summit Financial Wealth Advisors
Louisiana
$221K
AWM
1165
Accurate Wealth Management
Florida
$220K
SW
1166
SteelPeak Wealth
California
$220K
BPAMU
1167
BTG Pactual Asset Management US
New York
$219K
AIA
1168
Accelerate Investment Advisors
California
$219K
PCMF
1169
Private Capital Management (Florida)
Florida
$218K
IP
1170
Investment Partners
Ohio
$217K
FF
1171
Financial Futures
New Jersey
$216K
SWM
1172
SeaCrest Wealth Management
New York
$216K
BIM
1173
Breakwater Investment Management
Washington
$215K
AGC
1174
Aspen Grove Capital
Colorado
$215K
YIA
1175
YHB Investment Advisors
Connecticut
$214K