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SPDR S&P MidCap 400 ETF Trust

1,326 hedge funds and large institutions have $14.2B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 325 increasing their positions, 510 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
17.78%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
New
84
Increased
325
Reduced
510
Closed
65
Calls
$535M
Puts
$407M
Net Calls
+$128M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
126
Carnegie Investment Counsel
Ohio
$11.4M -$572K -1,010 -5%
AIP
127
Ameritas Investment Partners
Nebraska
$11.4M +$391K +690 +4%
CFO
128
Callan Family Office
Pennsylvania
$11.3M -$165K -292 -1%
ECM
129
Exchange Capital Management
Michigan
$11.2M -$101K -179 -0.9%
JA
130
JVL Associates
Michigan
$11.2M -$15.9K -28 -0.1%
WFA
131
Wellspring Financial Advisors
Ohio
$11.2M -$1.78M -3,136 -14%
Franklin Resources
132
Franklin Resources
California
$10.9M +$1.25M +2,207 +13%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$10.9M -$518K -915 -5%
LFS
134
Lutz Financial Services
Nebraska
$10.8M -$2.27K -4 -0%
CCB
135
Country Club Bank
Missouri
$10.7M +$248K +438 +2%
DBIA
136
Dumont & Blake Investment Advisors
New Jersey
$10.6M -$768K -1,355 -7%
Kovitz Investment Group Partners
137
Kovitz Investment Group Partners
Illinois
$9.84M -$243K -429 -2%
HFAS
138
Hummer Financial Advisory Services
Illinois
$9.79M
BBHC
139
Brown Brothers Harriman & Co
New York
$9.75M -$14.2K -25 -0.1%
PCA
140
Peddock Capital Advisors
Massachusetts
$9.71M -$1.2M -2,116 -11%
CP
141
Canopy Partners
Ohio
$9.7M -$227K -400 -2%
OC
142
Oppenheimer & Co
New York
$9.67M -$113K -200 -1%
MCCA
143
Mill Creek Capital Advisors
Pennsylvania
$9.65M +$1.1M +1,941 +13%
CWP
144
Cyndeo Wealth Partners
Florida
$9.5M +$2.87M +5,072 +43%
CAG
145
Csenge Advisory Group
Florida
$9.44M +$268K +489 +3%
HTIM
146
Harbour Trust & Investment Management
Indiana
$9.42M -$87.8K -155 -0.9%
NB
147
NBT Bank
New York
$9.36M -$526K -929 -5%
Citigroup
148
Citigroup
New York
$9.35M +$698K +1,232 +8%
BWA
149
Bordeaux Wealth Advisors
California
$9.35M -$451K -796 -5%
NPT
150
Nixon Peabody Trust
Massachusetts
$9.33M -$48.7K -86 -0.5%