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SPDR S&P MidCap 400 ETF Trust

1,343 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, 483 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $15B → $13.3B (-$1.7B)

19% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 94

24% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 483

Holders
1,343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$468M
Puts
$307M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
101
Vestor Capital
Illinois
$17.2M
HNB
102
Huntington National Bank
Ohio
$16.7M
EWA
103
EP Wealth Advisors
California
$16.7M
SWA
104
Serenus Wealth Advisors
California
$16.5M
Fidelity Investments
105
Fidelity Investments
Massachusetts
$16.2M
M&T Bank
106
M&T Bank
New York
$16M
MMA
107
Miracle Mile Advisors
California
$15.9M
CFMC
108
Curbstone Financial Management Corp
New Hampshire
$15.9M
KAS
109
Kestra Advisory Services
Texas
$15.8M
HW
110
Hancock Whitney
Mississippi
$15.6M
TWA
111
Tandem Wealth Advisors
Arizona
$15.6M
CRC
112
Curi RMB Capital
Illinois
$15.2M
TPW
113
Tiller Private Wealth
Pennsylvania
$14.9M
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$14.7M
MML Investors Services
115
MML Investors Services
Massachusetts
$14.4M
SB
116
Simmons Bank
Arkansas
$14.3M
MFIM
117
Mesirow Financial Investment Management
Illinois
$14.3M
CB
118
Commerce Bank
Missouri
$14M
SC
119
Savant Capital
Illinois
$13.4M
AEPWM
120
Atlantic Edge Private Wealth Management
Florida
$13M
SPIA
121
Steward Partners Investment Advisory
New York
$13M
WAAG
122
Wealth Alliance Advisory Group
Kansas
$12.8M
YCM
123
Yousif Capital Management
Michigan
$12.7M
CAM
124
Cresset Asset Management
Illinois
$12.4M
AAS
125
Avantax Advisory Services
Texas
$12.3M