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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 %
TIM
1226
Tortoise Investment Management
New York
$94.4K
AAP
1227
Arax Advisory Partners
Colorado
$92.1K +$76.7K +144 +497%
CAM
1228
Costello Asset Management
Pennsylvania
$91.8K
CNBTD
1229
Citizens National Bank Trust Department
Mississippi
$89.6K +$89.6K +168 New
GWM
1230
Graybill Wealth Management
Illinois
$88K +$88K +165 New
AWM
1231
Accredited Wealth Management
Kentucky
$87.7K +$4.81K +9 +6%
ITIM
1232
Indiana Trust & Investment Management
Indiana
$87.5K
HWM
1233
Horizons Wealth Management
North Carolina
$87.5K
AssetMark Inc
1234
AssetMark Inc
California
$84.8K -$19.2K -36 -18%
BCMLT
1235
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.1K -$13.3K -25 -14%
TCM
1236
TD Capital Management
Tennessee
$83K +$532 +1 +0.6%
NS
1237
NBC Securities
Alabama
$83K +$83K +157 New
ACA
1238
Atlas Capital Advisors
Wyoming
$80.3K
TIM
1239
Thompson Investment Management
Wisconsin
$80K
TJHA
1240
Thomas J. Herzfeld Advisors
Florida
$80K
TTIC
1241
Tower Trust & Investment Company
Iowa
$78.6K +$78.6K +151 New
MSWA
1242
Marshall & Sterling Wealth Advisors
New York
$78.2K
FWM
1243
FSA Wealth Management
Massachusetts
$77.4K
AWM
1244
AllSquare Wealth Management
New York
$76.3K +$23.5K +44 +44%
RCM
1245
Richardson Capital Management
Wisconsin
$75.8K +$48K +90 +173%
PP
1246
PrairieView Partners
Minnesota
$72K -$48K -90 -40%
SFA
1247
Semmax Financial Advisors
North Carolina
$71.6K
PS
1248
Pinney & Scofield
Massachusetts
$71.5K
MG
1249
MilWealth Group
Wisconsin
$70K
SIC
1250
SJS Investment Consulting
Ohio
$69.9K -$16.5K -31 -19%