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SPDR S&P MidCap 400 ETF Trust

1,325 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
1,325
Holders Change
-16
Holders Change %
-1.19%
% 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 %
LAM
1176
Lifestyle Asset Management
Texas
$206K +$206K +364 New
MAM
1177
Mystic Asset Management
Rhode Island
$206K +$206K +364 New
IA
1178
Integrity Alliance
Iowa
$206K +$206K +363 New
CCA
1179
Cora Capital Advisors
New Jersey
$206K +$206K +363 New
BWA
1180
BlueChip Wealth Advisors
Georgia
$204K +$204K +361 New
LK
1181
Lumbard & Kellner
New Hampshire
$204K +$204K +360 New
PI
1182
Pachira Investments
California
$203K -$37.4K -66 -16%
SI
1183
Stonekeep Investments
New Mexico
$203K +$203K +359 New
HPC
1184
Hobart Private Capital
North Carolina
$202K -$68K -120 -25%
HIA
1185
Harbor Investment Advisory
Maryland
$201K
UF
1186
Univest Financial
Pennsylvania
$200K +$200K +354 New
BC
1187
Blackhill Capital
New Jersey
$199K
PP
1188
Pingora Partners
Wyoming
$198K
CB
1189
CNB Bank
Pennsylvania
$195K
NA
1190
Nordwand Advisors
Pennsylvania
$194K +$194K +342 New
National Bank of Canada
1191
National Bank of Canada
Quebec, Canada
$192K -$45.3K -80 -19%
BBPWM
1192
Blue Bell Private Wealth Management
Pennsylvania
$188K
OA
1193
Operose Advisors
Wisconsin
$186K
MYIA
1194
Mount Yale Investment Advisors
Colorado
$175K +$175K +309 New
DWM
1195
Darwin Wealth Management
Florida
$172K +$567 +1 +0.3%
MHIP
1196
Mountain Hill Investment Partners
New Jersey
$170K
SPF
1197
South Plains Financial
Texas
$169K
KFI
1198
Key Financial Inc
Pennsylvania
$168K
UB
1199
UMB Bank
Missouri
$161K
FAM
1200
Flaharty Asset Management
Florida
$157K