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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 %
RIL
601
Rothschild Investment LLC
Illinois
$27K +$102 +2 +0.4%
ACA
602
Atlas Capital Advisors
Wyoming
$26.3K +$7.98K +156 +44%
LI
603
LRI Investments
Florida
$26.1K +$26.1K +509 New
GIA
604
GHP Investment Advisors
Colorado
$26K +$26K +507 New
MWM
605
MorganRosel Wealth Management
Colorado
$25.6K +$25.6K +500 New
National Bank of Canada
606
National Bank of Canada
Quebec, Canada
$25.6K -$2.46K -48 -9%
HFS
607
Hopwood Financial Services
Virginia
$25K +$972 +19 +4%
CFFP
608
Center for Financial Planning
Michigan
$24.6K
BCWM
609
Bartlett & Co Wealth Management
Ohio
$23.5K
SS
610
Sunbelt Securities
Texas
$21.8K
CW
611
Curio Wealth
Maryland
$21.7K -$4.29M -395 -99%
MFS
612
Mattson Financial Services
Michigan
$21.1K +$21.1K +412 New
MSG
613
Main Street Group
Virginia
$17.6K
CAM
614
Creekmur Asset Management
Illinois
$14K -$36K -703 -72%
EWA
615
EverSource Wealth Advisors
Alabama
$14K -$231K -4,517 -94%
MCA
616
Maryland Capital Advisors
Maryland
$13.3K -$665 -13 -5%
BCMLT
617
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.2K -$1.07K -21 -8%
AAP
618
Arax Advisory Partners
Colorado
$11.2K +$2.71K +53 +32%
OC
619
Oakworth Capital
Alabama
$10.2K
FMTCOCP
620
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
RWM
621
Ruedi Wealth Management
Illinois
$9.25K
DWM
622
Darwin Wealth Management
Florida
$9.02K
SHF
623
Safe Harbor Fiduciary
Florida
$8.45K
CMP
624
Coston McIsaac & Partners
Maine
$8K
HIA
625
HFM Investment Advisors
New Jersey
$7.98K +$7.98K +156 New