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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 %
CMMS
326
Comprehensive Money Management Services
Florida
$972K +$16K +295 +2%
EFA
327
Evernest Financial Advisors
Indiana
$970K +$970K +17,846 New
KCPG
328
Kavar Capital Partners Group
Kansas
$952K
AWA
329
Arkadios Wealth Advisors
Georgia
$940K +$29.3K +539 +3%
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$937K +$3.91K +72 +0.4%
MCC
331
Money Concepts Capital
Florida
$935K +$94.6K +1,739 +11%
FMN
332
Financial Management Network
California
$927K +$3.64K +65 +0.4%
Franklin Resources
333
Franklin Resources
California
$926K +$54.4K +1,000 +6%
CMAI
334
Capital Management Associates Inc
Minnesota
$921K -$914K -16,811 -50%
HPA
335
High Probability Advisors
New York
$913K +$23.2K +427 +3%
VA
336
VestGen Advisors
Illinois
$901K -$47.6K -871 -5%
AFG
337
Atomi Financial Group
New York
$895K +$332K +6,110 +59%
ACM
338
Armbruster Capital Management
New York
$895K -$125K -2,296 -12%
T
339
Tidemark
California
$884K -$183K -3,370 -17%
DSC
340
Duncker Streett & Co
Missouri
$884K -$102K -1,876 -10%
BFA
341
Blueprint Financial Advisors
North Carolina
$884K +$884K +16,255 New
OGF
342
Orin Green Financial
California
$876K +$163 +3 +0%
TWM
343
Trinity Wealth Management
Pennsylvania
$876K -$494K -9,077 -36%
RSA
344
River Street Advisors
Illinois
$871K -$1.31K -24 -0.1%
Jane Street
345
Jane Street
New York
$857K -$778K -14,301 -48%
CWA
346
Canvas Wealth Advisors
Kansas
$856K +$337K +5,986 +65%
SLC
347
Second Line Capital
Louisiana
$855K -$5.49K -101 -0.6%
VC
348
Vicus Capital
Pennsylvania
$852K +$56.1K +1,031 +7%
JCIA
349
Jackson Creek Investment Advisors
Colorado
$850K +$5.65K +104 +0.7%
VAG
350
VisionPoint Advisory Group
Texas
$848K +$848K +15,596 New