MDY icon

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
WPW
101
Waldron Private Wealth
Pennsylvania
$17.5M
CFMC
102
Curbstone Financial Management Corp
New Hampshire
$17.5M
HNB
103
Huntington National Bank
Ohio
$17.2M
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$16.8M
EWA
105
EP Wealth Advisors
California
$16.8M
HCP
106
Holt Capital Partners
Texas
$16.8M
MAM
107
Madison Asset Management
Wisconsin
$16.5M
SWA
108
Serenus Wealth Advisors
California
$16.4M
TPW
109
Tiller Private Wealth
Pennsylvania
$16.1M
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$15.5M
M&T Bank
111
M&T Bank
New York
$15.4M
CB
112
Commerce Bank
Missouri
$15M
SB
113
Simmons Bank
Arkansas
$14.5M
MFIM
114
Mesirow Financial Investment Management
Illinois
$14.4M
SC
115
Savant Capital
Illinois
$14.1M
SPIA
116
Steward Partners Investment Advisory
New York
$14.1M
WAAG
117
Wealth Alliance Advisory Group
Kansas
$14.1M
CAM
118
Cresset Asset Management
Illinois
$13.5M
MML Investors Services
119
MML Investors Services
Massachusetts
$13.5M
GIM
120
Glenmede Investment Management
Pennsylvania
$13.5M
AAS
121
Avantax Advisory Services
Texas
$13.3M
AEPWM
122
Atlantic Edge Private Wealth Management
Florida
$13.1M
CT
123
Caldwell Trust
Florida
$12.3M
MA
124
MCF Advisors
Kentucky
$12.1M
TWM
125
Thrive Wealth Management
Pennsylvania
$12.1M