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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
17.77%
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 %
LTL
1176
Lowery Thomas LLC
California
$208K +$208K +367 New
LAM
1177
Lifestyle Asset Management
Texas
$206K +$206K +364 New
MAM
1178
Mystic Asset Management
Rhode Island
$206K +$206K +364 New
IA
1179
Integrity Alliance
Iowa
$206K +$206K +363 New
CCA
1180
Cora Capital Advisors
New Jersey
$206K +$206K +363 New
BWA
1181
BlueChip Wealth Advisors
Georgia
$204K +$204K +361 New
LK
1182
Lumbard & Kellner
New Hampshire
$204K +$204K +360 New
PI
1183
Pachira Investments
California
$203K -$37.4K -66 -16%
SI
1184
Stonekeep Investments
New Mexico
$203K +$203K +359 New
HPC
1185
Hobart Private Capital
North Carolina
$202K -$68K -120 -25%
HIA
1186
Harbor Investment Advisory
Maryland
$201K
UF
1187
Univest Financial
Pennsylvania
$200K +$200K +354 New
BC
1188
Blackhill Capital
New Jersey
$199K
PP
1189
Pingora Partners
Wyoming
$198K
CB
1190
CNB Bank
Pennsylvania
$195K
NA
1191
Nordwand Advisors
Pennsylvania
$194K +$194K +342 New
National Bank of Canada
1192
National Bank of Canada
Quebec, Canada
$192K -$45.3K -80 -19%
BBPWM
1193
Blue Bell Private Wealth Management
Pennsylvania
$188K
OA
1194
Operose Advisors
Wisconsin
$186K
MYIA
1195
Mount Yale Investment Advisors
Colorado
$175K +$175K +309 New
DWM
1196
Darwin Wealth Management
Florida
$172K +$567 +1 +0.3%
MHIP
1197
Mountain Hill Investment Partners
New Jersey
$170K
SPF
1198
South Plains Financial
Texas
$169K
KFI
1199
Key Financial Inc
Pennsylvania
$168K
UB
1200
UMB Bank
Missouri
$161K