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SPDR S&P MidCap 400 ETF Trust

1,325 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
1,325
Holders Change
-16
Holders Change %
-1.19%
% of All Funds
17.77%
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 %
BPC
176
Bearing Point Capital
Minnesota
$7.97M +$5.1K +9 +0.1%
KIA
177
KCM Investment Advisors
California
$7.95M -$242K -427 -3%
BWAM
178
Boyd Watterson Asset Management
Ohio
$7.89M
ATWA
179
Arbor Trust Wealth Advisors
Michigan
$7.84M -$13.1K -23 -0.2%
CWM
180
Congress Wealth Management
Massachusetts
$7.81M +$1.31M +2,316 +20%
CTA
181
Chesley Taft & Associates
Illinois
$7.78M -$75.3K -133 -1%
YCM
182
Yousif Capital Management
Michigan
$7.65M -$5.84M -10,307 -43%
SI
183
Symmetry Investments
Jersey
$7.51M -$2.4M -4,245 -24%
FPAS
184
Focus Partners Advisor Solutions
Missouri
$7.5M -$827K -1,460 -10%
SAF
185
Smith Anglin Financial
Texas
$7.4M -$318K -562 -4%
TA
186
TKG Advisors
Indiana
$7.38M -$46.5K -82 -0.6%
PCFFS
187
Pacific Center for Financial Services
California
$7.37M -$33.4K -59 -0.5%
BB
188
Busey Bank
Illinois
$7.35M
BFO
189
Boston Family Office
Massachusetts
$7.32M -$9.63K -17 -0.1%
SCA
190
STALEY CAPITAL ADVISERS
Pennsylvania
$7.28M -$70.8K -125 -1%
AQR Capital Management
191
AQR Capital Management
Connecticut
$7.2M +$3.57M +6,297 +98%
MWA
192
Meridian Wealth Advisors
Texas
$7.18M -$67.4K -119 -0.9%
P
193
&Partners
Tennessee
$7.17M +$3.23M +5,710 +82%
MBTD
194
Mechanics Bank - Trust Department
California
$7.17M -$1.77M -3,122 -20%
GBT
195
Grove Bank & Trust
Florida
$6.98M -$231K -408 -3%
SHGA
196
Sand Hill Global Advisors
California
$6.91M -$9.63K -17 -0.1%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$6.79M -$695K -1,226 -9%
DWM
198
Dakota Wealth Management
Florida
$6.73M -$61.2K -108 -0.9%
CGPCS
199
Capital Group Private Client Services
California
$6.72M +$1.13K +2 +0%
PAG
200
Private Advisor Group
New Jersey
$6.71M -$190K -335 -3%