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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
GFPC
401
Global Financial Private Client
Florida
$663K
GWSG
402
GPS Wealth Strategies Group
Colorado
$652K
ACM
403
Anfield Capital Management
California
$645K
HSA
404
HBK Sorce Advisory
Pennsylvania
$635K
JIC
405
Johnson Investment Counsel
Ohio
$616K
Comerica Bank
406
Comerica Bank
Texas
$612K
IPA
407
Investment Planning Advisors
Georgia
$608K
EWA
408
EP Wealth Advisors
California
$606K
Bank of Montreal
409
Bank of Montreal
Ontario, Canada
$603K
SFP
410
Strategic Financial Planning
Texas
$590K
CC
411
Courier Capital
New York
$589K
RWP
412
Revolve Wealth Partners
New Jersey
$578K
BCG
413
Breakwater Capital Group
New Jersey
$577K
IC
414
IEQ Capital
California
$570K
TIAM2
415
Tru Independence Asset Management 2
Oregon
$568K
COCM
416
Charter Oak Capital Management
New Hampshire
$560K
CWM
417
Congress Wealth Management
Massachusetts
$558K
PPC
418
Park Place Capital
Alabama
$551K
CA
419
Clearstead Advisors
Ohio
$531K
PWS
420
Precision Wealth Strategies
Missouri
$528K
Mercer Global Advisors
421
Mercer Global Advisors
Colorado
$526K
TWP
422
Tyche Wealth Partners
Texas
$525K
IPWA
423
International Private Wealth Advisors
California
$525K
MYIA
424
Mount Yale Investment Advisors
Colorado
$519K
NFP
425
Narus Financial Partners
Utah
$515K