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SPDR S&P MidCap 400 ETF Trust

1,332 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 84 funds opening new positions, 327 increasing their positions, 513 reducing their positions, and 66 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: 1,3431,332 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

36% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 513

Holders
1,332
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
TCA
126
Trifecta Capital Advisors
Illinois
$11.5M
CIC
127
Carnegie Investment Counsel
Ohio
$11.4M
AIP
128
Ameritas Investment Partners
Nebraska
$11.4M
CFO
129
Callan Family Office
Pennsylvania
$11.3M
ECM
130
Exchange Capital Management
Michigan
$11.2M
JA
131
JVL Associates
Michigan
$11.2M
WFA
132
Wellspring Financial Advisors
Ohio
$11.2M
Franklin Resources
133
Franklin Resources
California
$10.9M
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$10.9M
LFS
135
Lutz Financial Services
Nebraska
$10.8M
CCB
136
Country Club Bank
Missouri
$10.7M
DBIA
137
Dumont & Blake Investment Advisors
New Jersey
$10.6M
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$9.84M
HFAS
139
Hummer Financial Advisory Services
Illinois
$9.79M
BBHC
140
Brown Brothers Harriman & Co
New York
$9.75M
PCA
141
Peddock Capital Advisors
Massachusetts
$9.71M
CP
142
Canopy Partners
Ohio
$9.7M
OC
143
Oppenheimer & Co
New York
$9.67M
MCCA
144
Mill Creek Capital Advisors
Pennsylvania
$9.65M
CWP
145
Cyndeo Wealth Partners
Florida
$9.5M
CAG
146
Csenge Advisory Group
Florida
$9.44M
HTIM
147
Harbour Trust & Investment Management
Indiana
$9.42M
NB
148
NBT Bank
New York
$9.36M
Citigroup
149
Citigroup
New York
$9.35M
BWA
150
Bordeaux Wealth Advisors
California
$9.35M