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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 %
SFWA
1176
Summit Financial Wealth Advisors
Louisiana
$208K
AWM
1177
Accurate Wealth Management
Florida
$207K +$28.1K +57 +16%
EP
1178
Edgestream Partners
New Jersey
$206K +$206K +387 New
PCMF
1179
Private Capital Management (Florida)
Florida
$205K
RFG
1180
RFP Financial Group
Georgia
$205K
Empower Advisory Group
1181
Empower Advisory Group
Colorado
$205K -$75.2K -141 -27%
IP
1182
Investment Partners
Ohio
$204K -$98.7K -185 -33%
NHC
1183
Nicholas Hoffman & Company
Georgia
$204K
SWM
1184
SeaCrest Wealth Management
New York
$203K +$1.07K +2 +0.5%
BIM
1185
Breakwater Investment Management
Washington
$203K
SW
1186
SteelPeak Wealth
California
$202K +$202K +377 New
OCPWS
1187
One Charles Private Wealth Services
Massachusetts
$201K
FFG
1188
Fortem Financial Group
California
$201K
AP
1189
Atwood & Palmer
Missouri
$199K
HBW
1190
Hazlett, Burt & Watson
West Virginia
$190K +$4.78K +9 +3%
HIA
1191
Harbor Investment Advisory
Maryland
$189K
BC
1192
Blackhill Capital
New Jersey
$187K
PP
1193
Pingora Partners
Wyoming
$187K
CB
1194
CNB Bank
Pennsylvania
$184K +$58.1K +109 +46%
SVCP
1195
Silicon Valley Capital Partners
California
$177K +$532 +1 +0.3%
BBPWM
1196
Blue Bell Private Wealth Management
Pennsylvania
$177K
OA
1197
Operose Advisors
Wisconsin
$176K
FG
1198
Fairman Group
Pennsylvania
$175K -$22.6K -35 -11%
MG
1199
Mather Group
Illinois
$175K
DWM
1200
Darwin Wealth Management
Florida
$173K