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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
LAM
501
L2 Asset Management
Massachusetts
$324K
VPP
502
Vertex Planning Partners
Illinois
$322K
SFG
503
Sovereign Financial Group
Connecticut
$318K
KWA
504
Kingswood Wealth Advisors
California
$314K
VFA
505
Valeo Financial Advisors
Indiana
$309K
APA
506
Astoria Portfolio Advisors
New York
$307K
PWP
507
Precedent Wealth Partners
Texas
$307K
OCM
508
Orion Capital Management
California
$305K
SWA
509
Sax Wealth Advisors
New Jersey
$304K
LA
510
Latitude Advisors
Florida
$303K
ARC
511
Advisor Resource Council
Texas
$302K
HH
512
Hilltop Holdings
Texas
$302K
M
513
MATAURO
New York
$295K
CA
514
Continuum Advisory
Idaho
$293K
NL
515
NWAM LLC
Washington
$292K
TI
516
Truepoint Inc
Ohio
$291K
BFS
517
BridgePort Financial Solutions
Iowa
$291K
RBFC
518
Roman Butler Fullerton & Co
Missouri
$291K
CJ
519
Caitlin John
Michigan
$290K
SFS
520
Sowell Financial Services
Arkansas
$290K
UWM
521
USAdvisors Wealth Management
Minnesota
$288K
AWA
522
Acorn Wealth Advisors
Michigan
$287K
WP
523
WealthPLAN Partners
Nebraska
$283K
SAG
524
SageView Advisory Group
California
$283K
FFL
525
Financial Freedom LLC
Ohio
$283K