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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 %
IPA
401
Investment Planning Advisors
Georgia
$608K -$7.02K -129 -1%
EWA
402
EP Wealth Advisors
California
$606K +$366K +6,738 +153%
Bank of Montreal
403
Bank of Montreal
Ontario, Canada
$603K +$87K +1,600 +17%
SFP
404
Strategic Financial Planning
Texas
$590K +$62.8K +1,154 +12%
CC
405
Courier Capital
New York
$589K +$9.95K +183 +2%
RWP
406
Revolve Wealth Partners
New Jersey
$578K -$2.72K -50 -0.5%
BCG
407
Breakwater Capital Group
New Jersey
$577K -$148K -2,729 -20%
IC
408
IEQ Capital
California
$570K -$41.7K -767 -7%
TIAM2
409
Tru Independence Asset Management 2
Oregon
$568K +$141K +2,592 +33%
COCM
410
Charter Oak Capital Management
New Hampshire
$560K +$560K +10,298 New
CWM
411
Congress Wealth Management
Massachusetts
$558K -$14.7K -271 -3%
PPC
412
Park Place Capital
Alabama
$551K +$551K +10,009 New
CA
413
Clearstead Advisors
Ohio
$531K -$81.6K -1,501 -13%
PWS
414
Precision Wealth Strategies
Missouri
$528K +$528K +9,707 New
Mercer Global Advisors
415
Mercer Global Advisors
Colorado
$526K +$4.68K +86 +0.9%
TWP
416
Tyche Wealth Partners
Texas
$525K -$46.7K -859 -8%
IPWA
417
International Private Wealth Advisors
California
$525K +$26.9K +494 +5%
MYIA
418
Mount Yale Investment Advisors
Colorado
$519K +$184K +3,379 +55%
NFP
419
Narus Financial Partners
Utah
$515K +$11.1K +205 +2%
GA
420
Goldstein Advisors
Wisconsin
$511K -$28.5K -524 -5%
CGFA
421
Colton Groome Financial Advisors
North Carolina
$509K +$18.6K +342 +4%
HCWM
422
Hidden Cove Wealth Management
Washington
$506K -$5.76K -106 -1%
TA
423
TFG Advisers
Michigan
$504K +$18.1K +332 +4%
LFS
424
Lutz Financial Services
Nebraska
$504K -$58.4K -1,073 -10%
M
425
MOTCO
Texas
$499K -$351K -6,361 -41%