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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 %
BAM
476
Belpointe Asset Management
Nevada
$372K -$329K -6,045 -47%
SP
477
Stablepoint Partners
Massachusetts
$372K -$22.6K -416 -6%
SPA
478
Sentinel Pension Advisors
Massachusetts
$368K +$1.47K +27 +0.4%
AMM
479
American Money Management
California
$366K -$9.84K -181 -3%
LFA
480
Laraway Financial Advisors
Minnesota
$366K +$163 +3 +0%
CB
481
Commerce Bank
Missouri
$364K -$2.39M -44,000 -87%
MAM
482
Mystic Asset Management
Rhode Island
$358K +$27.2K +501 +8%
Chevy Chase Trust
483
Chevy Chase Trust
Maryland
$357K
MWM
484
Marion Wealth Management
Pennsylvania
$357K -$30.1K -553 -8%
HAM
485
Harmony Asset Management
Arizona
$356K
IAG
486
Investmark Advisory Group
Connecticut
$355K
IWM
487
Iams Wealth Management
Nebraska
$351K +$14.1K +260 +4%
DWM
488
Diversify Wealth Management
Utah
$333K +$1.23K +22 +0.4%
VAF
489
Values Added Financial
District of Columbia
$333K +$112K +2,064 +51%
LFS
490
Legacy Financial Strategies
Kansas
$331K +$13.8K +253 +4%
BI
491
Beckerman Institutional
New Jersey
$331K
WAOTB
492
Wealth Advisors of Tampa Bay
Florida
$331K
BWP
493
Balboa Wealth Partners
Arizona
$327K -$7.67K -141 -2%
MOS
494
MGO One Seven
Ohio
$325K +$46.6K +857 +17%
LAM
495
L2 Asset Management
Massachusetts
$324K +$324K +5,954 New
VPP
496
Vertex Planning Partners
Illinois
$322K +$13.8K +253 +4%
SFG
497
Sovereign Financial Group
Connecticut
$318K +$2.99K +55 +0.9%
KWA
498
Kingswood Wealth Advisors
California
$314K -$82K -1,507 -21%
VFA
499
Valeo Financial Advisors
Indiana
$309K +$309K +5,690 New
APA
500
Astoria Portfolio Advisors
New York
$307K +$307K +5,483 New