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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
CTWM
1301
Cherry Tree Wealth Management
Minnesota
$24.9K
OP
1302
ORG Partners
Indiana
$24.7K
BA
1303
Bellwether Advisors
Nebraska
$23.2K
CW
1304
Curio Wealth
Maryland
$23.2K
WB
1305
Webster Bank
Connecticut
$19.8K
CPG
1306
Cornerstone Planning Group
New Jersey
$19K
CT
1307
Clearstead Trust
Maine
$18.1K
BLC
1308
Brown, Lisle/Cummings
Rhode Island
$17K
CWM
1309
Consultiva Wealth Management
Puerto Rico
$15.9K
GCM
1310
Gables Capital Management
Florida
$15.3K
NEWAS
1311
N.E.W. Advisory Services
Wisconsin
$15.1K
BFS
1312
Burkett Financial Services
South Carolina
$14.4K
CCM
1313
Chilton Capital Management
Texas
$14.2K
OW
1314
Olistico Wealth
Oklahoma
$14.2K
PPA
1315
Painted Porch Advisors
California
$14.2K
AWM
1316
Activest Wealth Management
Florida
$13.6K
RI
1317
Ridgewood Investments
New Jersey
$12.5K
AT
1318
Arlington Trust
Alabama
$12.5K
CFG
1319
CKW Financial Group
Hawaii
$11K
MMCM
1320
Murphy & Mullick Capital Management
New York
$10.4K
NFSG
1321
Newbridge Financial Services Group
Florida
$9.35K
KTC
1322
Kentucky Trust Company
Kentucky
$9.06K
VNA
1323
Valley National Advisers
Pennsylvania
$9K
HWA
1324
HHM Wealth Advisors
Tennessee
$7.37K
NCM
1325
Northwest Capital Management
Oregon
$7.36K