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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 %
AC
451
Apella Capital
Connecticut
$420K +$81.9K +1,480 +24%
EW
452
Evoke Wealth
California
$419K
SPIA
453
Steward Partners Investment Advisory
New York
$418K +$330K +6,065 +372%
GWAG
454
Garrett Wealth Advisory Group
Texas
$418K +$30.3K +558 +8%
TMWM
455
Taylor & Morgan Wealth Management
Michigan
$416K +$416K +7,658 New
HIA
456
Harbor Investment Advisory
Maryland
$414K -$16.4K -302 -4%
Neuberger Berman Group
457
Neuberger Berman Group
New York
$414K +$414K +7,604 New
SWM
458
Silverlake Wealth Management
Vermont
$413K +$413K +7,597 New
SL
459
SFM LLC
New Hampshire
$410K
LWMNY
460
Landmark Wealth Management (New York)
New York
$408K +$42.3K +778 +12%
IWN
461
Independent Wealth Network
Iowa
$406K +$6.47K +119 +2%
Baird Financial Group
462
Baird Financial Group
Wisconsin
$405K -$4.35K -80 -1%
DC
463
Davenport & Co
Virginia
$405K +$54.9K +1,010 +16%
FLPIM
464
F.L. Putnam Investment Management
Massachusetts
$403K -$223K -4,093 -36%
VBFP
465
Valtinson Bruner Financial Planning
Minnesota
$401K -$20.7K -380 -5%
CRC
466
Curi RMB Capital
Illinois
$401K +$401K +7,368 New
OFG
467
Opulen Financial Group
Virginia
$400K +$1.52K +28 +0.4%
GF
468
Goodman Financial
Texas
$398K -$2.73M -50,268 -87%
SFFS
469
Stonehage Fleming Financial Services
Jersey
$396K
TYCC
470
Texas Yale Capital Corp
Florida
$389K +$389K +7,150 New
LFAS
471
Level Four Advisory Services
Texas
$388K -$14.6K -269 -4%
EC
472
Estate Counselors
Wisconsin
$382K +$68K +1,250 +22%
BJL
473
Brighton Jones LLC
Washington
$381K -$79.5K -1,461 -17%
SA
474
Scarborough Advisors
Maryland
$380K +$109 +2 +0%
TDC
475
Thompson Davis & Co
Virginia
$378K -$147K -2,700 -28%