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SPDR Portfolio S&P 400 Mid Cap ETF

708 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, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
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
TA
251
TKG Advisors
Indiana
$1.91M
GI
252
Gradient Investments
Minnesota
$1.9M
SAM
253
S.A. Mason
Michigan
$1.88M
SCP
254
Stevens Capital Partners
Nebraska
$1.79M
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$1.79M
MA
256
MONECO Advisors
Connecticut
$1.76M
JF
257
JSF Financial
California
$1.76M
Fidelity Investments
258
Fidelity Investments
Massachusetts
$1.75M
FEG
259
Financial Enhancement Group
Indiana
$1.73M
NAS
260
Nicolet Advisory Services
Wisconsin
$1.69M
MF
261
Meridian Financial
Massachusetts
$1.68M
GWP
262
Gateway Wealth Partners
Wisconsin
$1.62M
SFM
263
Signet Financial Management
New Jersey
$1.61M
BC
264
Brio Consultants
California
$1.61M
FG
265
Fiduciary Group
Georgia
$1.6M
KLI
266
Kelman-Lazarov Inc
Tennessee
$1.6M
KWM
267
Kingsview Wealth Management
Oregon
$1.55M
KFI
268
Key Financial Inc
Pennsylvania
$1.55M
KWS
269
Keystone Wealth Services
California
$1.51M
AWA
270
Alaska Wealth Advisors
Alaska
$1.47M
SFC
271
Strategic Financial Concepts
Texas
$1.47M
CFG
272
Compton Financial Group
Maryland
$1.47M
NW
273
NewEdge Wealth
Pennsylvania
$1.47M
MERSOM
274
Municipal Employees' Retirement System of Michigan
Michigan
$1.47M
FAIM
275
Financial Advocates Investment Management
Washington
$1.46M