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SPDR Portfolio S&P 400 Mid Cap ETF

709 hedge funds and large institutions have $11.6B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$609K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Stratos Wealth Advisors
Ohio
$2.53M
CIAS
227
Capital Investment Advisory Services
North Carolina
$2.53M
HI
228
Harbour Investments
Wisconsin
$2.49M
TCM
229
Towercrest Capital Management
Pennsylvania
$2.46M
KBFS
230
Kohmann Bosshard Financial Services
Ohio
$2.44M
AF
231
Advisornet Financial
Minnesota
$2.44M
AC
232
Addison Capital
Pennsylvania
$2.44M
CST
233
Charles Schwab Trust
Nevada
$2.38M
MFT
234
Moisand Fitzgerald Tamayo
Florida
$2.25M
2WWM
235
21 West Wealth Management
California
$2.25M
WCP
236
Wealthcare Capital Partners
Pennsylvania
$2.24M
SIAP
237
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.19M
TC
238
Trilogy Capital
California
$2.18M
CSP
239
Cary Street Partners
Virginia
$2.18M
LFG
240
Larson Financial Group
Missouri
$2.13M
Bank of New York Mellon
241
Bank of New York Mellon
New York
$2.08M
CAL
242
Capital Analysts LLC
Pennsylvania
$2.06M
MFG
243
Merit Financial Group
Georgia
$2.04M
SB
244
Semitam Bonam
New York
$2.02M
CGA
245
Crescent Grove Advisors
Illinois
$2.02M
CI
246
Cavalier Investments
Georgia
$2M
AWMG
247
Alliance Wealth Management Group
New Jersey
$1.99M
MAM
248
MMA Asset Management
Pennsylvania
$1.92M
BFS
249
Bradley Foster & Sargent
Connecticut
$1.92M
OWA
250
ORBA Wealth Advisors
Illinois
$1.91M