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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 %
SAM
1276
Smartleaf Asset Management
Massachusetts
$46.8K
PCTC
1277
Perkins Coie Trust Company
Washington
$45.3K
BG
1278
Bollard Group
Massachusetts
$43K
MAS
1279
MPWM Advisory Solutions
Georgia
$42.7K
WAS
1280
Winch Advisory Services
Wisconsin
$42.1K
SIM
1281
Synergy Investment Management
Florida
$41.1K
CSC
1282
Caldwell Sutter Capital
California
$38.4K +$34.7K +65 +929%
MIM
1283
Marshall Investment Management
Colorado
$32.5K +$32.5K +61 New
ABWM
1284
Alpine Bank Wealth Management
Colorado
$32K +$32K +60 New
BIG
1285
Brooklyn Investment Group
New York
$29.9K -$4.27K -8 -13%
PSB
1286
Piscataqua Savings Bank
New Hampshire
$29.9K
EA
1287
Evolution Advisers
Virginia
$28K
AWM
1288
Activest Wealth Management
Florida
$27.2K -$66.7K -125 -71%
BDPWM
1289
Barnes Dennig Private Wealth Management
Ohio
$27.2K +$27.2K +51 New
CIAS
1290
CBIZ Investment Advisory Services
Ohio
$26.7K
PWA
1291
Physician Wealth Advisors
Utah
$26.7K
CTA
1292
Colonial Trust Advisors
South Carolina
$26.7K
WBC
1293
West Branch Capital
Massachusetts
$26.7K
AF
1294
Aviso Financial
Ontario, Canada
$26.7K +$26.7K +50 New
HCM
1295
Hollencrest Capital Management
California
$26.5K -$78.8K -149 -75%
DPW
1296
DiNuzzo Private Wealth
Pennsylvania
$26.4K
CWP
1297
Concord Wealth Partners
Virginia
$25K
RWM
1298
Ruedi Wealth Management
Illinois
$24.5K
CAL
1299
Capital Analysts LLC
Pennsylvania
$24K +$3.2K +6 +15%
CTWM
1300
Cherry Tree Wealth Management
Minnesota
$23.5K