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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
ONB
126
Old National Bancorp
Indiana
$12.1M
TCA
127
Trifecta Capital Advisors
Illinois
$11.5M
CIC
128
Carnegie Investment Counsel
Ohio
$11.4M
AIP
129
Ameritas Investment Partners
Nebraska
$11.4M
CFO
130
Callan Family Office
Pennsylvania
$11.3M
ECM
131
Exchange Capital Management
Michigan
$11.2M
JA
132
JVL Associates
Michigan
$11.2M
WFA
133
Wellspring Financial Advisors
Ohio
$11.2M
Franklin Resources
134
Franklin Resources
California
$10.9M
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$10.9M
LFS
136
Lutz Financial Services
Nebraska
$10.8M
CCB
137
Country Club Bank
Missouri
$10.7M
DBIA
138
Dumont & Blake Investment Advisors
New Jersey
$10.6M
Kovitz Investment Group Partners
139
Kovitz Investment Group Partners
Illinois
$9.84M
HFAS
140
Hummer Financial Advisory Services
Illinois
$9.79M
BBHC
141
Brown Brothers Harriman & Co
New York
$9.75M
PCA
142
Peddock Capital Advisors
Massachusetts
$9.71M
CP
143
Canopy Partners
Ohio
$9.7M
OC
144
Oppenheimer & Co
New York
$9.67M
MCCA
145
Mill Creek Capital Advisors
Pennsylvania
$9.65M
CWP
146
Cyndeo Wealth Partners
Florida
$9.5M
CAG
147
Csenge Advisory Group
Florida
$9.44M
HTIM
148
Harbour Trust & Investment Management
Indiana
$9.42M
NB
149
NBT Bank
New York
$9.36M
Citigroup
150
Citigroup
New York
$9.35M