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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 %
RPCONE
351
Retirement Planning Company of New England
Rhode Island
$848K -$924 -17 -0.1%
ASN
352
Advisory Services Network
Georgia
$847K -$38.8K -702 -4%
DWM
353
Denver Wealth Management
Colorado
$835K -$5.06K -93 -0.6%
AUB
354
Atlantic Union Bankshares
Virginia
$830K +$830K +15,263 New
SEA
355
Stegent Equity Advisors
Texas
$823K -$10.6K -194 -1%
BWM
356
BCS Wealth Management
Tennessee
$821K -$12K -220 -1%
WPW
357
Watershed Private Wealth
Illinois
$816K -$418K -7,694 -34%
FFW
358
Fusion Family Wealth
New York
$810K
WIA
359
World Investment Advisors
California
$809K +$150K +2,751 +23%
W
360
WorthPointe
California
$803K +$365K +6,708 +83%
AFG
361
Arkansas Financial Group
Arkansas
$803K -$38.7K -697 -5%
RCA
362
Ranch Capital Advisors
Florida
$789K +$69.3K +1,275 +10%
HS
363
Horan Securities
United States
$787K +$787K +14,466 New
S
364
Sachetta
Massachusetts
$779K +$778K +14,304 +52,978%
EFG
365
Ethos Financial Group
Pennsylvania
$776K -$4.62K -85 -0.6%
IAIM
366
International Assets Investment Management
Florida
$770K +$770K +14,165 New
SMA
367
Sage Mountain Advisors
Georgia
$768K
GWM
368
GSB Wealth Management
Connecticut
$767K +$75.1K +1,381 +11%
Empower Advisory Group
369
Empower Advisory Group
Colorado
$766K +$5.93K +109 +0.8%
CAG
370
Csenge Advisory Group
Florida
$765K -$3.53K -67 -0.5%
DWT
371
Dorsey & Whitney Trust
South Dakota
$763K +$763K +14,024 New
AA
372
Advisory Alpha
Michigan
$761K -$26.8K -492 -3%
NA
373
Novus Advisors
South Carolina
$755K +$28.1K +517 +4%
NCMW
374
Northern Capital Management (Washington)
Washington
$748K +$29.3K +538 +4%
WFAG
375
Worth Financial Advisory Group
North Carolina
$748K +$7.12K +131 +1%