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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 %
AF
151
Apexium Financial
Texas
$950K +$331K +4,170 +54%
ACM
152
Advance Capital Management
Michigan
$937K +$318 +4 +0%
NECFA
153
New England Capital Financial Advisors
Connecticut
$916K +$214K +2,695 +31%
ECA
154
Elevated Capital Advisors
Utah
$915K -$9.77K -123 -1%
LAM
155
Lewis Asset Management
California
$913K -$22.3K -281 -2%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$876K +$260K +3,270 +42%
PWG
157
Portside Wealth Group
Utah
$853K +$8.98K +113 +1%
PA
158
PFG Advisors
Arizona
$804K -$53K -667 -6%
AI
159
Atria Investments
North Carolina
$801K -$777K -9,776 -49%
FIBT
160
First International Bank & Trust
North Dakota
$798K
CWM
161
Connecticut Wealth Management
Connecticut
$770K +$770K +9,692 New
FC
162
Fairscale Capital
New Hampshire
$768K -$8.18K -103 -1%
IWM
163
IHT Wealth Management
Illinois
$758K -$4.77K -60 -0.6%
MAMG
164
Milestone Asset Management Group
Connecticut
$726K +$14.1K +177 +2%
AC
165
Avestar Capital
New York
$718K -$156K -1,961 -18%
IAN
166
Integrated Advisors Network
Texas
$713K -$2.54K -32 -0.4%
FFN
167
Focus Financial Network
Minnesota
$712K -$1.69M -21,286 -70%
TAP
168
Tounjian Advisory Partners
Florida
$709K +$709K +8,928 New
FVWA
169
Foster Victor Wealth Advisors
South Carolina
$700K +$76 +1 +0%
CWP
170
Cyndeo Wealth Partners
Florida
$677K +$677K +8,520 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$664K +$142K +1,781 +27%
DWM
172
Denver Wealth Management
Colorado
$646K -$1.04M -13,039 -62%
SDWMA
173
Schneider Downs Wealth Management Advisors
Pennsylvania
$631K
WH
174
Willner & Heller
California
$627K +$3.1K +39 +0.5%
Cerity Partners
175
Cerity Partners
New York
$627K -$271K -3,405 -30%