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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
SC
51
Savant Capital
Illinois
$25.4M
MML Investors Services
52
MML Investors Services
Massachusetts
$25M
AssetMark Inc
53
AssetMark Inc
California
$24.1M
OFS
54
OneAscent Financial Services
Alabama
$23.9M
CWM
55
Cahaba Wealth Management
Georgia
$23.6M
Corient Private Wealth
56
Corient Private Wealth
Florida
$23M
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$22.9M
CBT
58
Crews Bank & Trust
Florida
$21.7M
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$21.7M
DJSG
60
D.J. St. Germain
Massachusetts
$21.6M
FSG
61
Financial Strategies Group
Michigan
$21.4M
RWM
62
Reston Wealth Management
Virginia
$20.6M
FNT
63
First National Trust
Pennsylvania
$19.8M
WA
64
Waverly Advisors
Alabama
$19.3M
DWM
65
Dakota Wealth Management
Florida
$18.9M
STA
66
Summit Trail Advisors
New York
$16.8M
Mariner
67
Mariner
Kansas
$16.6M
PCM
68
Penserra Capital Management
California
$16.4M
EIG
69
Ellenbecker Investment Group
Wisconsin
$16M
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$15.7M
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$15.6M
FGC
72
Financial Gravity Companies
Texas
$15.4M
SFP
73
Shepherd Financial Partners
Massachusetts
$15.3M
GWM
74
Geneos Wealth Management
Colorado
$15.3M
NPI
75
New Perspectives Inc
Mississippi
$14.8M