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SPDR Portfolio S&P 400 Mid Cap ETF

668 hedge funds and large institutions have $10.6B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 317 increasing their positions, 204 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
-8
Holders Change %
-1.18%
% of All Funds
9.07%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
67
Increased
317
Reduced
204
Closed
60
Calls
$722K
Puts
$36K
Net Calls
+$686K
Net Calls Change
+$571K
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
576
Armor Investment Advisors
North Carolina
$63.5K
WP
577
WealthShield Partners
North Carolina
$63.1K +$205 +4 +0.3%
SS
578
SBI Securities
Japan
$61.3K +$1.48K +29 +2%
Russell Investments Group
579
Russell Investments Group
United Kingdom
$58.9K +$58.9K +1,151 New
PP
580
PrairieView Partners
Minnesota
$50K -$302 -6 -0.6%
PPWM
581
PFG Private Wealth Management
Florida
$49.5K +$2.61K +51 +6%
JWA
582
JFS Wealth Advisors
Pennsylvania
$49.2K +$102 +2 +0.2%
CIA
583
Cape Investment Advisory
Georgia
$46.5K +$41.9K +818 +909%
MEG
584
Millstone Evans Group
Colorado
$46.1K
RAM
585
Riggs Asset Management
Pennsylvania
$44.4K
AA
586
Ancora Advisors
Ohio
$41.3K
PIS
587
POM Investment Strategies
North Carolina
$41K +$41K +801 New
HCP
588
Hexagon Capital Partners
Arkansas
$39.7K
WAS
589
Winch Advisory Services
Wisconsin
$32.4K +$102 +2 +0.3%
GJIA
590
Glass Jacobson Investment Advisors
Maryland
$31.9K
DF
591
DecisionPoint Financial
Arizona
$31.3K
AG
592
AmeriFlex Group
Nevada
$30.8K
T
593
Transce3nd
Texas
$30.5K -$68.2K -1,332 -69%
TF
594
Tompkins Financial
New York
$30.2K
WTFG
595
Wood Tarver Financial Group
Idaho
$30K
HNB
596
Huntington National Bank
Ohio
$30K -$11.9K
WIM
597
Westside Investment Management
California
$29.9K -$3.02K -59 -9%
SN
598
Sittner & Nelson
Oregon
$28.9K
TC
599
Trust Company
Kansas
$28.5K +$28.5K +556 New
CTC
600
Central Trust Company
Missouri
$28.4K