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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
OCPWS
1176
One Charles Private Wealth Services
Massachusetts
$214K
HBW
1177
Hazlett, Burt & Watson
West Virginia
$213K
GWAG
1178
Garrett Wealth Advisory Group
Texas
$211K
AP
1179
Atwood & Palmer
Missouri
$211K
NIM
1180
Northeast Investment Management
Massachusetts
$211K
SFO
1181
Stokes Family Office
Louisiana
$211K
PP
1182
Patten & Patten
Tennessee
$210K
JC
1183
Jacobs & Co
California
$209K
LTL
1184
Lowery Thomas LLC
California
$208K
LAM
1185
Lifestyle Asset Management
Texas
$206K
MAM
1186
Mystic Asset Management
Rhode Island
$206K
CCA
1187
Cora Capital Advisors
New Jersey
$206K
IA
1188
Integrity Alliance
Iowa
$206K
BWA
1189
BlueChip Wealth Advisors
Georgia
$204K
LK
1190
Lumbard & Kellner
New Hampshire
$204K
PI
1191
Pachira Investments
California
$203K
SI
1192
Stonekeep Investments
New Mexico
$203K
HPC
1193
Hobart Private Capital
North Carolina
$202K
HIA
1194
Harbor Investment Advisory
Maryland
$201K
UF
1195
Univest Financial
Pennsylvania
$200K
BC
1196
Blackhill Capital
New Jersey
$199K
PP
1197
Pingora Partners
Wyoming
$198K
CB
1198
CNB Bank
Pennsylvania
$195K
NA
1199
Nordwand Advisors
Pennsylvania
$194K
National Bank of Canada
1200
National Bank of Canada
Quebec, Canada
$192K