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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 %
AF
376
Aldebaran Financial
$748K -$2.72K -50 -0.4%
FFO
377
Fortitude Family Office
Arizona
$740K +$740K +13,608 New
WPC
378
White Pine Capital
Minnesota
$735K
MWM
379
MGB Wealth Management
Texas
$725K -$26.3K -483 -3%
GL
380
Graypoint LLC
New York
$725K -$2.07K -38 -0.3%
SMC
381
Smith, Moore & Co
Missouri
$720K +$15.1K +278 +2%
LGW
382
Leslie Global Wealth
Illinois
$719K -$11.4K -209 -2%
FMI
383
F/M Investments
District of Columbia
$716K
CAM
384
Cresset Asset Management
Illinois
$712K +$109 +2 +0%
VFS
385
Valpey Financial Services
New Hampshire
$710K +$710K +13,057 New
AG
386
Ascent Group
Virginia
$706K -$35K -643 -5%
CFD
387
Creative Financial Designs
Indiana
$701K +$27.2K +501 +4%
WIM
388
WealthPlan Investment Management
Nebraska
$692K -$28.4K -522 -4%
DW30
389
Drucker Wealth 3.0
New Jersey
$689K +$78.4K +1,404 +13%
EFL
390
ERn Financial LLC
Wisconsin
$688K -$8.27K -152 -1%
CAS
391
Coppell Advisory Solutions
Texas
$679K +$679K +12,488 New
BlackRock
392
BlackRock
New York
$678K -$54 -1 -0%
PA
393
PFG Advisors
Arizona
$672K -$14.5K -266 -2%
TFCP
394
Twin Focus Capital Partners
Massachusetts
$663K
GFPC
395
Global Financial Private Client
Florida
$663K +$77.8K +1,431 +13%
GWSG
396
GPS Wealth Strategies Group
Colorado
$652K -$13.2K -243 -2%
ACM
397
Anfield Capital Management
California
$645K
HSA
398
HBK Sorce Advisory
Pennsylvania
$635K +$1.52K +28 +0.2%
JIC
399
Johnson Investment Counsel
Ohio
$616K +$2.88K +53 +0.5%
Comerica Bank
400
Comerica Bank
Texas
$612K -$31.2K -574 -5%