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SPDR Portfolio S&P 400 Mid Cap ETF

705 hedge funds and large institutions have $11.4B 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, 291 increasing their positions, 227 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+37
Holders Change %
+5.54%
% of All Funds
9.45%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.7%
New
98
Increased
291
Reduced
227
Closed
46
Calls
$609K
Puts
Net Calls
+$609K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
276
Wealthcare Capital Management
Virginia
$1.43M -$111K -2,035 -7%
RFW
277
Rainier Family Wealth
Washington
$1.43M -$332K -6,113 -19%
UF
278
Univest Financial
Pennsylvania
$1.42M +$148K +2,715 +12%
RCM
279
Raleigh Capital Management
North Carolina
$1.42M +$36.1K +663 +3%
MWM
280
Modern Wealth Management
Kansas
$1.41M +$1.41M +25,976 New
TRCT
281
Tower Research Capital (TRC)
New York
$1.4M +$1.39M +25,618 +22,873%
Renaissance Technologies
282
Renaissance Technologies
New York
$1.39M +$1.1M +20,200 +374%
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$1.37M +$1.37M +25,213 New
CW
284
CreativeOne Wealth
Kansas
$1.37M -$541K -9,950 -28%
KDA
285
Kraft Davis & Associates
Missouri
$1.37M +$40K +710 +3%
PFG
286
PAX Financial Group
Texas
$1.33M -$171K -3,142 -11%
PSFG
287
Prairie Sky Financial Group
Illinois
$1.31M -$47.3K -870 -3%
CA
288
CoreCap Advisors
Michigan
$1.29M +$156K +2,865 +14%
FWM
289
Fingerlakes Wealth Management
New York
$1.28M -$17.2K -316 -1%
AC
290
AlphaCore Capital
California
$1.27M +$1.2M +22,079 +1,654%
HVIA
291
Hudson Valley Investment Advisors
New York
$1.27M +$386K +7,103 +44%
CFG
292
Citizens Financial Group
Rhode Island
$1.25M +$144K +2,655 +13%
BW
293
Balance Wealth
Ohio
$1.25M -$55.3K -1,016 -4%
SCM
294
Sollinda Capital Management
Florida
$1.23M -$13.3M -245,475 -92%
WPC
295
Wedmont Private Capital
Pennsylvania
$1.23M
CIAS
296
CFS Investment Advisory Services
New Jersey
$1.23M +$137K +2,515 +13%
FPWM
297
FSB Premier Wealth Management
Iowa
$1.23M +$5.87K +108 +0.5%
RC
298
Roundview Capital
New Jersey
$1.21M -$74.3K -1,367 -6%
AA
299
Alesco Advisors
New York
$1.21M +$391K +7,181 +48%
TCWM
300
Total Clarity Wealth Management
Illinois
$1.2M +$316K +5,803 +36%