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SPDR S&P 400 Mid Cap Growth ETF

385 hedge funds and large institutions have $1.63B invested in SPDR S&P 400 Mid Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+11
Holders Change %
+2.94%
% of All Funds
5.16%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
39
Increased
134
Reduced
146
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$18M -$20.4M -234,399 -53%
SWM
27
Shakespeare Wealth Management
Wisconsin
$17.7M +$469K +5,398 +3%
RA
28
Rodgers & Associates
Pennsylvania
$16.9M -$50.6K -583 -0.3%
ML
29
McAdam LLC
Pennsylvania
$16.3M -$439K -5,057 -3%
Mariner
30
Mariner
Kansas
$13.2M -$1.11M -12,741 -8%
Truist Financial
31
Truist Financial
North Carolina
$13M +$147K +1,693 +1%
SBH
32
Segall Bryant & Hamill
Illinois
$12.2M -$224K -2,573 -2%
KW
33
KWB Wealth
California
$12.1M -$539K -6,786 -4%
BWG
34
Balanced Wealth Group
Ohio
$12.1M +$1.43M +16,123 +13%
SWM
35
SFG Wealth Management
Maryland
$11.9M +$498K +5,731 +4%
TIAA Trust, National Association
36
TIAA Trust, National Association
North Carolina
$11M -$1.38M -15,899 -11%
SFM
37
Signet Financial Management
New Jersey
$10.5M -$901K -10,377 -8%
Osaic Holdings
38
Osaic Holdings
Arizona
$9.45M +$911K +10,577 +11%
ICMM
39
Integrated Capital Management (Michigan)
Michigan
$9.09M +$478K +5,442 +6%
JFA
40
JNBA Financial Advisors
Minnesota
$8.99M -$714K -8,222 -7%
EFL
41
ERn Financial LLC
Wisconsin
$8.41M -$791K -9,106 -9%
UBS Group
42
UBS Group
Switzerland
$7.98M -$40.3K -464 -0.5%
WWA
43
WCG Wealth Advisors
Nevada
$7.42M +$332K +3,825 +5%
FIA
44
Foundations Investment Advisors
Arizona
$7.23M -$5.01M -57,618 -41%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$7.16M +$50K +576 +0.7%
MSRI
46
Michael S. Ryan Inc
New York
$6.83M +$2.62M +30,133 +62%
GFG
47
Goldstone Financial Group
Illinois
$6.62M +$90.9K +1,025 +1%
Citigroup
48
Citigroup
New York
$6.45M -$234M -2,696,310 -97%
OPPS
49
Obsidian Personal Planning Solutions
Maryland
$6.37M +$198K +2,285 +3%
WP
50
WealthShield Partners
North Carolina
$6.35M +$190K +2,189 +3%