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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 %
OSNBOA
426
Old Second National Bank of Aurora
Illinois
$497K -$924 -17 -0.2%
FTWA
427
Fifth Third Wealth Advisors
Ohio
$496K -$182K -3,351 -27%
AWA
428
Arete Wealth Advisors
Illinois
$494K -$2.99K -55 -0.6%
PNC Financial Services Group
429
PNC Financial Services Group
Pennsylvania
$488K -$162K -2,984 -25%
OWA
430
Outlook Wealth Advisors
Texas
$485K -$6.85K -126 -1%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$483K +$336K +6,180 +229%
CA
432
Claro Advisors
Massachusetts
$482K +$48.2K +887 +11%
Bessemer Group
433
Bessemer Group
New Jersey
$482K
DWM
434
Destination Wealth Management
California
$481K -$103K -1,895 -18%
IWMA
435
Ironwood Wealth Management (Arizona)
Arizona
$480K -$295K -5,417 -38%
BWMG
436
Barnes Wealth Management Group
California
$476K -$486K -8,943 -51%
FDW
437
Fourth Dimension Wealth
Ohio
$475K -$15.8K -291 -3%
JPG
438
Jordan Park Group
California
$473K -$326K -5,990 -41%
AP
439
Americana Partners
Texas
$469K
LFG
440
Lockerman Financial Group
California
$464K +$25.8K +474 +6%
BWFA
441
Baltimore-Washington Financial Advisors
Maryland
$457K -$7.4K -136 -2%
MCM
442
MAI Capital Management
Ohio
$456K +$6.8K +125 +2%
EFG
443
Elios Financial Group
Ohio
$454K +$1.36K +25 +0.3%
FPW
444
Flagship Private Wealth
Massachusetts
$449K +$2.01K +37 +0.5%
SAS
445
SMI Advisory Services
Indiana
$444K -$1.05K -19 -0.2%
FWP
446
Falcon Wealth Planning
California
$437K -$38.4K -707 -8%
SAM
447
Securian Asset Management
Minnesota
$435K +$234K +4,300 +116%
SPC
448
Sigma Planning Corp
Michigan
$434K -$54 -1 -0%
SI
449
Seeds Investor
New York
$433K +$433K +7,960 New
USCWA
450
U.S. Capital Wealth Advisors
Texas
$428K