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SPDR S&P 400 Mid Cap Growth ETF

374 hedge funds and large institutions have $1.87B invested in SPDR S&P 400 Mid Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
5.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
30
Increased
137
Reduced
144
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$3.3M +$417K +5,253 +14%
GIA
77
Gladstone Institutional Advisory
Florida
$3.29M -$8.9K -112 -0.3%
KTA
78
Keeley-Teton Advisors
Illinois
$2.95M -$25.3K -319 -0.9%
EH
79
Equitable Holdings
New York
$2.9M -$175K -2,205 -6%
SEIA
80
Signature Estate & Investment Advisors
California
$2.74M -$766K -9,635 -22%
Citadel Advisors
81
Citadel Advisors
Florida
$2.67M +$2.32M +29,230 +675%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$2.66M -$137K -1,718 -5%
Creative Planning
83
Creative Planning
Kansas
$2.64M +$121K +1,519 +5%
VWA
84
Visionary Wealth Advisors
Illinois
$2.61M -$607K -7,634 -19%
KWA
85
Kingswood Wealth Advisors
California
$2.56M +$48.7K +613 +2%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$2.55M +$254K +3,200 +11%
CMP
87
Courage Miller Partners
Virginia
$2.37M +$80K +1,007 +3%
IRC
88
Investors Research Corp
Georgia
$2.34M -$10.5K -132 -0.4%
OAM
89
Occidental Asset Management
California
$2.33M +$78.7K +991 +3%
BA
90
Bristlecone Advisors
Washington
$2.3M +$544K +6,851 +31%
PSF
91
Pacific Sun Financial
California
$2.3M -$8.74K -110 -0.4%
PIA
92
Perennial Investment Advisors
California
$2.28M -$747K -9,402 -25%
PAS
93
Park Avenue Securities
New York
$2.17M +$1.21M +15,172 +125%
ORL
94
Oak Root LLC
California
$2.15M +$69.4K +873 +3%
BCM
95
Brookstone Capital Management
Illinois
$2M +$864K +10,876 +76%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.94M +$690K +8,686 +55%
LW
97
Linscomb Wealth
Texas
$1.94M +$22.6K +285 +1%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$1.91M +$24.7K +311 +1%
HWMC
99
Heritage Wealth Management (California)
California
$1.91M +$106K +1,336 +6%
MA
100
MONECO Advisors
Connecticut
$1.84M +$798K +10,041 +77%