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SPDR Portfolio S&P 400 Mid Cap ETF

708 hedge funds and large institutions have $11.6B 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, 294 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
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
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.89K
ADL
677
Asset Dedication LLC
California
$4.79K
IWM
678
IMG Wealth Management
Florida
$4.73K
RF
679
Rossby Financial
Florida
$4.62K
FWP
680
FAS Wealth Partners
Kansas
$4.46K
1IA
681
1620 Investment Advisors
Massachusetts
$4.08K
CWA
682
Carolina Wealth Advisors
South Carolina
$3.81K
WWM
683
Woodside Wealth Management
Massachusetts
$3.59K
SHIM
684
Stone House Investment Management
Pennsylvania
$3.15K
MCA
685
Maryland Capital Advisors
Maryland
$2.99K
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.94K
CB
687
Community Bank
New York
$2.44K
SIS
688
Sound Income Strategies
Florida
$2.35K
IHWM
689
Iron Horse Wealth Management
Iowa
$2.28K
BNP Paribas Financial Markets
690
BNP Paribas Financial Markets
France
$1.69K
BBHC
691
Brown Brothers Harriman & Co
New York
$1.47K
CSC
692
Caldwell Sutter Capital
California
$1.3K
AIC
693
Archer Investment Corporation
Indiana
$1.3K
RPCA
694
Running Point Capital Advisors
California
$1.25K
FGA
695
Fortis Group Advisors
New Jersey
$1.09K
BCMLT
696
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K
RIA
697
Realta Investment Advisors
Delaware
$979
CVM
698
Cheviot Value Management
California
$822
KHC
699
Koesten Hirschmann & Crabtree
Kansas
$762
NC
700
NewSquare Capital
Pennsylvania
$544