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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 %
WOSD
551
WFA of San Diego
California
$227K +$227K +4,176 New
SWM
552
SigFig Wealth Management
California
$226K +$226K +4,155 New
OPA
553
Old Port Advisors
Maine
$224K
RWM
554
Rialto Wealth Management
New York
$223K +$223K +4,102 New
ACM
555
Altrius Capital Management
North Carolina
$221K -$2.56K -47 -1%
SAI
556
Savvy Advisors Inc
New York
$219K -$24.4K -449 -10%
RRA
557
Round Rock Advisors
Connecticut
$219K -$7.34K -135 -3%
CF
558
Convergence Financial
Missouri
$219K -$9.9K -182 -4%
HL
559
HeadInvest LLC
Maine
$217K
TNA
560
True North Advisors
Texas
$217K -$381 -7 -0.2%
MWM
561
Meridian Wealth Management
Kentucky
$216K -$25.3K -466 -11%
DP
562
Denver PWM
Colorado
$215K
KFGK
563
Keystone Financial Group (Kentucky)
Kentucky
$214K +$214K +3,936 New
VVP
564
Venture Visionary Partners
Ohio
$214K +$214K +3,931 New
CCG
565
Capital CS Group
California
$213K -$1.14K -21 -0.5%
OE
566
October Effect
Virginia
$212K +$212K +3,898 New
MPW
567
Magnolia Private Wealth
Pennsylvania
$212K -$234K -4,300 -52%
PS
568
Principal Securities
Iowa
$211K -$3.15K -58 -1%
PA
569
Procyon Advisors
Connecticut
$210K -$2.28K -42 -1%
GWAM
570
Guardian Wealth Advisors (Minnesota)
Minnesota
$209K +$209K +3,850 New
Lido Advisors
571
Lido Advisors
California
$208K -$22.7K -418 -10%
DFG
572
Dynamic Financial Group
Iowa
$208K +$208K +3,823 New
XT
573
XTX Topco
Cayman Islands
$206K +$206K +3,790 New
SAM
574
Synergy Asset Management
Washington
$204K +$204K +3,758 New
VF
575
Vestment Financial
Minnesota
$203K +$203K +3,679 New