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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
BIM
676
Breakwater Investment Management
Washington
$4.89K
LWCFA
677
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.89K
APW
678
Atlantic Private Wealth
North Carolina
$4.89K
ADL
679
Asset Dedication LLC
California
$4.79K
IWM
680
IMG Wealth Management
Florida
$4.73K
RF
681
Rossby Financial
Florida
$4.62K
FWP
682
FAS Wealth Partners
Kansas
$4.46K
1IA
683
1620 Investment Advisors
Massachusetts
$4.08K
CWA
684
Carolina Wealth Advisors
South Carolina
$3.81K
WWM
685
Woodside Wealth Management
Massachusetts
$3.59K
SHIM
686
Stone House Investment Management
Pennsylvania
$3.15K
MCA
687
Maryland Capital Advisors
Maryland
$2.99K
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.94K
CB
689
Community Bank
New York
$2.44K
SIS
690
Sound Income Strategies
Florida
$2.35K
IHWM
691
Iron Horse Wealth Management
Iowa
$2.28K
BNP Paribas Financial Markets
692
BNP Paribas Financial Markets
France
$1.69K
BBHC
693
Brown Brothers Harriman & Co
New York
$1.47K
CSC
694
Caldwell Sutter Capital
California
$1.3K
AIC
695
Archer Investment Corporation
Indiana
$1.3K
RPCA
696
Running Point Capital Advisors
California
$1.25K
FGA
697
Fortis Group Advisors
New Jersey
$1.09K
BCMLT
698
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K
RIA
699
Realta Investment Advisors
Delaware
$979
CVM
700
Cheviot Value Management
California
$822