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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 %
LI
1201
LRI Investments
Florida
$173K +$49.1K +92 +40%
MHIP
1202
Mountain Hill Investment Partners
New Jersey
$160K
SPF
1203
South Plains Financial
Texas
$159K
KFI
1204
Key Financial Inc
Pennsylvania
$158K -$5.34K -10 -3%
UB
1205
UMB Bank
Missouri
$152K
BWM
1206
Bernard Wealth Management
Michigan
$150K
FAM
1207
Flaharty Asset Management
Florida
$148K +$148K +278 New
JGIA
1208
Jackson Grant Investment Advisers
Connecticut
$143K +$533 +1 +0.4%
AIC
1209
Archer Investment Corporation
Indiana
$137K +$533 +1 +0.4%
EWM
1210
Evermay Wealth Management
Virginia
$134K
LWANC
1211
Laurel Wealth Advisors (North Carolina)
North Carolina
$131K -$16K -30 -11%
LAMC
1212
Longview Asset Management (California)
California
$130K
TCPG
1213
Trivant Custom Portfolio Group
California
$126K -$88K -165 -41%
DI
1214
DAGCO Inc
Ohio
$121K +$121K +227 New
ANBT
1215
American National Bank & Trust
Texas
$114K -$26.7K -50 -19%
CFP
1216
Comprehensive Financial Planning
Pennsylvania
$114K
FDCP
1217
Foster Dykema Cabot & Partners
Massachusetts
$110K
VWM
1218
Vermillion Wealth Management
Minnesota
$107K +$532 +1 +0.5%
PPWM
1219
PFG Private Wealth Management
Florida
$106K
MWM
1220
Mascoma Wealth Management
New Hampshire
$106K
NWMP
1221
Noble Wealth Management PBC
Colorado
$102K
Russell Investments Group
1222
Russell Investments Group
United Kingdom
$101K +$82.7K +155 +443%
SS
1223
Sunbelt Securities
Texas
$101K -$13.3K -25 -12%
GGI
1224
Godsey & Gibb Inc
Virginia
$98.7K
MMG
1225
Monetary Management Group
Missouri
$96K