SPMD icon

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
GA
426
Goldstein Advisors
Wisconsin
$511K
CGFA
427
Colton Groome Financial Advisors
North Carolina
$509K
HCWM
428
Hidden Cove Wealth Management
Washington
$506K
TA
429
TFG Advisers
Michigan
$504K
LFS
430
Lutz Financial Services
Nebraska
$504K
M
431
MOTCO
Texas
$499K
OSNBOA
432
Old Second National Bank of Aurora
Illinois
$497K
FTWA
433
Fifth Third Wealth Advisors
Ohio
$496K
AWA
434
Arete Wealth Advisors
Illinois
$494K
PNC Financial Services Group
435
PNC Financial Services Group
Pennsylvania
$488K
OWA
436
Outlook Wealth Advisors
Texas
$485K
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$483K
CA
438
Claro Advisors
Massachusetts
$482K
Bessemer Group
439
Bessemer Group
New Jersey
$482K
DWM
440
Destination Wealth Management
California
$481K
IWMA
441
Ironwood Wealth Management (Arizona)
Arizona
$480K
BWMG
442
Barnes Wealth Management Group
California
$476K
FDW
443
Fourth Dimension Wealth
Ohio
$475K
JPG
444
Jordan Park Group
California
$473K
AP
445
Americana Partners
Texas
$469K
LFG
446
Lockerman Financial Group
California
$464K
BWFA
447
Baltimore-Washington Financial Advisors
Maryland
$457K
MCM
448
MAI Capital Management
Ohio
$456K
EFG
449
Elios Financial Group
Ohio
$454K
FPW
450
Flagship Private Wealth
Massachusetts
$449K