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State Street SPDR Portfolio S&P 400 Mid Cap ETF

711 hedge funds and large institutions have $11.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 296 increasing their positions, 226 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
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
FPWM
301
FSB Premier Wealth Management
Iowa
$1.23M
RC
302
Roundview Capital
New Jersey
$1.21M
AA
303
Alesco Advisors
New York
$1.21M
TCWM
304
Total Clarity Wealth Management
Illinois
$1.2M
WWA
305
WCG Wealth Advisors
Nevada
$1.19M
Jones Financial Companies
306
Jones Financial Companies
Missouri
$1.18M
CFMC
307
Curbstone Financial Management Corp
New Hampshire
$1.18M
AAS
308
Avantax Advisory Services
Texas
$1.12M
JWCA
309
J.W. Cole Advisors
Florida
$1.1M
EIA
310
Eldridge Investment Advisors
New Hampshire
$1.1M
MCWS
311
McKinley Carter Wealth Services
West Virginia
$1.09M
KAS
312
Kestra Advisory Services
Texas
$1.08M
AWM
313
Apollon Wealth Management
South Carolina
$1.08M
RFS
314
Richardson Financial Services
Massachusetts
$1.08M
BW
315
BIP Wealth
Georgia
$1.07M
IAA
316
Independent Advisor Alliance
North Carolina
$1.07M
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$1.07M
WA
318
Waddell & Associates
Tennessee
$1.06M
QWM
319
Quadcap Wealth Management
Texas
$1.06M
AF
320
Apollon Financial
South Carolina
$1.06M
PTC
321
Private Trust Company
Ohio
$1.06M
SIC
322
Sterling Investment Counsel
New York
$1.05M
BCFS
323
Butensky & Cohen Financial Security
Florida
$1.03M
LA
324
Lifeworks Advisors
Michigan
$1.01M
CIR
325
Clear Investment Research
Georgia
$1M