MDY icon

SPDR S&P MidCap 400 ETF Trust

1,341 hedge funds and large institutions have $13.3B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 367 increasing their positions, 482 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
-48
Holders Change %
-3.46%
% of All Funds
18.22%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
0.9%
New
76
Increased
367
Reduced
482
Closed
94
Calls
$468M
Puts
$307M
Net Calls
+$161M
Net Calls Change
-$9.79M
Name Holding Trade Value Shares
Change
Shares
Change %
BHCM
201
Brevan Howard Capital Management
Jersey
$6.57M -$570K -1,069 -8%
SCM
202
Shapiro Capital Management
Georgia
$6.56M +$6.56M +12,300 New
SHGA
203
Sand Hill Global Advisors
California
$6.52M -$1.07K -2 -0%
PAG
204
Private Advisor Group
New Jersey
$6.5M -$337K -632 -5%
DWM
205
Dakota Wealth Management
Florida
$6.4M +$19.7K +37 +0.3%
CGPCS
206
Capital Group Private Client Services
California
$6.33M +$5.87M +11,003 +1,287%
HA
207
Hanover Advisors
South Carolina
$6.27M +$66.7K +125 +1%
CB
208
Community Bank
New York
$6.27M -$39.5K -74 -0.6%
CWP
209
Cyndeo Wealth Partners
Florida
$6.24M +$3.67M +6,875 +142%
CWM
210
Congress Wealth Management
Massachusetts
$6.21M +$4.83M +8,927 +350%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$6.19M -$145K -309 -2%
SF
212
Synovus Financial
Georgia
$6.16M +$10.1K +19 +0.2%
MPCA
213
Madison Park Capital Advisors
Washington
$6.13M +$219K +410 +4%
WA
214
Waverly Advisors
Alabama
$6.1M +$3.34M +6,262 +121%
PWMAG
215
Pinnacle Wealth Management Advisory Group
New Jersey
$6.07M -$126K -236 -2%
GIM
216
Goelzer Investment Management
Indiana
$6.06M -$67.8K -127 -1%
FHA
217
First Horizon Advisors
Tennessee
$5.98M +$36.8K +69 +0.6%
AIP
218
Alexis Investment Partners
Texas
$5.98M +$271K +510 +5%
BEC
219
Blue Edge Capital
Virginia
$5.86M +$12.8K +24 +0.2%
LI
220
Latigo Investments
Florida
$5.85M
DPI
221
Diversified Portfolios Inc
Michigan
$5.74M -$33.1K -62 -0.6%
ATC
222
Adirondack Trust Company
New York
$5.73M -$38.9K -73 -0.7%
LIM
223
Leavell Investment Management
Alabama
$5.71M +$27.8K +52 +0.5%
RIS
224
Retirement Income Solutions
Michigan
$5.7M -$36.3K -68 -0.6%
HFS
225
Hopwood Financial Services
Virginia
$5.65M +$43.7K +82 +0.8%