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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
AssetMark Inc
1226
AssetMark Inc
California
$108K
Russell Investments Group
1227
Russell Investments Group
United Kingdom
$107K
VWM
1228
Vermillion Wealth Management
Minnesota
$106K
ANBT
1229
American National Bank & Trust
Texas
$103K
BWM
1230
Bernard Wealth Management
Michigan
$103K
GGI
1231
Godsey & Gibb Inc
Virginia
$102K
MMG
1232
Monetary Management Group
Missouri
$102K
CAM
1233
Costello Asset Management
Pennsylvania
$97.4K
CNBTD
1234
Citizens National Bank Trust Department
Mississippi
$95.2K
ITIM
1235
Indiana Trust & Investment Management
Indiana
$92.9K
HWM
1236
Horizons Wealth Management
North Carolina
$92.9K
MS
1237
Marshall & Sullivan
Washington
$88.9K
TCM
1238
TD Capital Management
Tennessee
$88.4K
AWM
1239
Accredited Wealth Management
Kentucky
$88.1K
NS
1240
NBC Securities
Alabama
$88K
TTIC
1241
Tower Trust & Investment Company
Iowa
$85.5K
ACA
1242
Atlas Capital Advisors
Wyoming
$85.3K
TJHA
1243
Thomas J. Herzfeld Advisors
Florida
$85K
MSWA
1244
Marshall & Sterling Wealth Advisors
New York
$83.1K
FWM
1245
FSA Wealth Management
Massachusetts
$82.1K
TCOT
1246
Trust Company of Toledo
Ohio
$82.1K
AWM
1247
AllSquare Wealth Management
New York
$81K
RCM
1248
Richardson Capital Management
Wisconsin
$80.4K
PP
1249
PrairieView Partners
Minnesota
$76K
SFA
1250
Semmax Financial Advisors
North Carolina
$76K