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SPDR Portfolio S&P 400 Mid Cap ETF

708 hedge funds and large institutions have $11.6B 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, 294 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
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
Goldman Sachs
26
Goldman Sachs
New York
$49.1M
PAG
27
Private Advisor Group
New Jersey
$48.8M
KOC
28
Koss-Olinger Consulting
Florida
$47.6M
HWA
29
HHM Wealth Advisors
Tennessee
$46.8M
JFA
30
JNBA Financial Advisors
Minnesota
$45M
UCFA
31
United Capital Financial Advisors
Texas
$44.4M
GLA
32
Good Life Advisors
Pennsylvania
$44.1M
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$41.3M
ACM
34
AlphaStar Capital Management
North Carolina
$39.2M
PWA
35
Peterson Wealth Advisors
Utah
$37.9M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$37.7M
William Blair & Company
37
William Blair & Company
Illinois
$37.1M
WFPG
38
Waller Financial Planning Group
Ohio
$36.3M
GVAG
39
Great Valley Advisor Group
Delaware
$34.7M
Wells Fargo
40
Wells Fargo
California
$34.7M
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$34.1M
1WM
42
1900 Wealth Management
Texas
$34.1M
RIS
43
Retirement Income Solutions
Michigan
$32.8M
RA
44
RFG Advisory
Alabama
$31.3M
BF
45
BOK Financial
Oklahoma
$30.7M
RWM
46
RKL Wealth Management
Pennsylvania
$30.2M
EH
47
Equitable Holdings
New York
$28M
Ameriprise
48
Ameriprise
Minnesota
$27.7M
IPW
49
Impact Partnership Wealth
Georgia
$26.7M
GRP
50
Global Retirement Partners
California
$25.8M