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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 %
PWP
501
Precedent Wealth Partners
Texas
$307K -$298K -5,473 -49%
OCM
502
Orion Capital Management
California
$305K -$31.8K -585 -9%
SWA
503
Sax Wealth Advisors
New Jersey
$304K -$45.8K -842 -13%
LA
504
Latitude Advisors
Florida
$303K -$1.25K -23 -0.4%
ARC
505
Advisor Resource Council
Texas
$302K -$13M -238,164 -98%
HH
506
Hilltop Holdings
Texas
$302K -$31.6K -581 -9%
M
507
MATAURO
New York
$295K -$9.19K -169 -3%
CA
508
Continuum Advisory
Idaho
$293K +$39.6K +728 +16%
NL
509
NWAM LLC
Washington
$292K +$292K +5,231 New
TI
510
Truepoint Inc
Ohio
$291K +$2.88K +53 +1%
BFS
511
BridgePort Financial Solutions
Iowa
$291K +$1.09K +20 +0.4%
RBFC
512
Roman Butler Fullerton & Co
Missouri
$291K +$27.3K +483 +10%
CJ
513
Caitlin John
Michigan
$290K +$290K +5,336 New
SFS
514
Sowell Financial Services
Arkansas
$290K -$5.28K -97 -2%
UWM
515
USAdvisors Wealth Management
Minnesota
$288K +$4.88K +90 +2%
AWA
516
Acorn Wealth Advisors
Michigan
$287K +$287K +5,277 New
WP
517
WealthPLAN Partners
Nebraska
$283K +$17.2K +316 +6%
SAG
518
SageView Advisory Group
California
$283K -$91.8K -1,631 -24%
FFL
519
Financial Freedom LLC
Ohio
$283K -$147K -2,696 -34%
Citadel Advisors
520
Citadel Advisors
Florida
$280K -$3.51M -64,538 -93%
RWM
521
Ritholtz Wealth Management
New York
$280K +$9.35K +172 +3%
CAL
522
Capital Advisors Ltd
Ohio
$277K
EA
523
Eclectic Associates
California
$276K +$8.32K +153 +3%
CWMGP
524
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$275K -$132K -2,422 -32%
DI
525
Diligent Investors
California
$275K -$2.67K -49 -1%