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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
IC
176
IEQ Capital
California
$8.05M
Legal & General Group
177
Legal & General Group
United Kingdom
$8.05M
BPC
178
Bearing Point Capital
Minnesota
$7.97M
KIA
179
KCM Investment Advisors
California
$7.95M
BWAM
180
Boyd Watterson Asset Management
Ohio
$7.89M
ATWA
181
Arbor Trust Wealth Advisors
Michigan
$7.84M
CWM
182
Congress Wealth Management
Massachusetts
$7.81M
CTA
183
Chesley Taft & Associates
Illinois
$7.78M
YCM
184
Yousif Capital Management
Michigan
$7.65M
SI
185
Symmetry Investments
Jersey
$7.51M
FPAS
186
Focus Partners Advisor Solutions
Missouri
$7.5M
SAF
187
Smith Anglin Financial
Texas
$7.4M
TA
188
TKG Advisors
Indiana
$7.38M
PCFFS
189
Pacific Center for Financial Services
California
$7.37M
BB
190
Busey Bank
Illinois
$7.35M
BFO
191
Boston Family Office
Massachusetts
$7.32M
SCA
192
STALEY CAPITAL ADVISERS
Pennsylvania
$7.28M
AQR Capital Management
193
AQR Capital Management
Connecticut
$7.2M
MWA
194
Meridian Wealth Advisors
Texas
$7.18M
P
195
&Partners
Tennessee
$7.17M
MBTD
196
Mechanics Bank - Trust Department
California
$7.17M
GBT
197
Grove Bank & Trust
Florida
$6.98M
SHGA
198
Sand Hill Global Advisors
California
$6.91M
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$6.79M
DWM
200
Dakota Wealth Management
Florida
$6.73M