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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 %
JC
1401
Jacobs & Co
California
-$210K -370 Closed
BW
1402
BostonPremier Wealth
Massachusetts
-$211K -370 Closed
YIA
1403
YHB Investment Advisors
Connecticut
-$210K -368 Closed
LTL
1404
Lowery Thomas LLC
California
-$208K -365 Closed
SCM
1405
Saxony Capital Management
Missouri
-$208K -365 Closed
CCA
1406
Cora Capital Advisors
New Jersey
-$207K -363 Closed
FHC
1407
First Heartland Consultants
Missouri
-$206K -362 Closed
LK
1408
Lumbard & Kellner
New Hampshire
-$205K -360 Closed
DLCIG
1409
D.L. Carlson Investment Group
New Hampshire
-$204K -358 Closed
AMIM
1410
Aull & Monroe Investment Management
Alabama
-$204K -358 Closed
UF
1411
Univest Financial
Pennsylvania
-$201K -354 Closed
ACM
1412
American Capital Management
New York
-$201K -353 Closed
RBFC
1413
Roman Butler Fullerton & Co
Missouri
-$208K -352 Closed
SFWC
1414
Strategic Family Wealth Counselors
New Jersey
-$200K -352 Closed
GIM
1415
Guild Investment Management
California
-$200K -350 Closed
OC
1416
Oarsman Capital
Wisconsin
-$194K -340 Closed
EBA
1417
Eagle Bay Advisors
New York
-$189K -332 Closed
WWA
1418
Wingate Wealth Advisors
Massachusetts
-$187K -328 Closed
PCWA
1419
Pacific Capital Wealth Advisors
California
-$171K -300 Closed
CFGS
1420
Concourse Financial Group Securities
Alabama
-$159K -265 Closed
EFP
1421
EnRich Financial Partners
Wisconsin
-$103K -180 Closed
MSFP
1422
Mark Sheptoff Financial Planning
Connecticut
-$77.5K -136 Closed
CI
1423
Clal Insurance
Israel
-$70K -122 Closed
FWA
1424
Flagship Wealth Advisors
Massachusetts
-$49.6K -87 Closed
FA
1425
Fedenia Advisers
Wisconsin
-$45.6K -80 Closed