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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
9.46%
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 %
GFWA
576
Grey Fox Wealth Advisors
Delaware
$203K -$22.1K -407 -10%
MLA
577
My Legacy Advisors
Oregon
$202K +$202K +3,597 New
GT
578
Glenview Trust
Kentucky
$200K +$200K +3,681 New
EWM
579
Evolution Wealth Management
Florida
$189K +$189K +3,475 New
NP
580
NorthRock Partners
Minnesota
$189K -$35.1K -646 -16%
AT
581
Arlington Trust
Alabama
$187K
NS
582
NBC Securities
Alabama
$178K
S
583
SignatureFD
Georgia
$175K +$30.3K +557 +21%
PFM
584
Phillips Financial Management
Indiana
$174K
JFG
585
JDM Financial Group
Texas
$173K -$3.21K -59 -2%
NFSG
586
Newbridge Financial Services Group
Florida
$172K +$489 +9 +0.3%
US Bancorp
587
US Bancorp
Minnesota
$166K -$41.5K -764 -20%
KFP
588
Keener Financial Planning
Texas
$164K
RWPA
589
Richard W. Paul & Associates
Michigan
$151K -$8.1K -149 -5%
Russell Investments Group
590
Russell Investments Group
United Kingdom
$142K +$79.7K +1,466 +127%
FRA
591
Front Row Advisors
California
$135K
PA
592
Parallel Advisors
California
$123K -$103K -1,903 -46%
MAFA
593
MJT & Associates Financial Advisory
Minnesota
$109K
CI
594
CX Institutional
Indiana
$109K -$2.21M -40,693 -95%
SO
595
Sierra Ocean
California
$109K +$109K +2,000 New
TH
596
TCTC Holdings
Texas
$107K +$107K +1,964 New
PAG
597
Paladin Advisory Group
Iowa
$105K -$21.2K -389 -17%
SWM
598
Spire Wealth Management
Virginia
$104K -$45.3K -833 -30%
WT
599
Whittier Trust
California
$101K
HNB
600
Hilltop National Bank
Wyoming
$96.6K +$96.6K +1,776 New