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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
EWM
76
Evermay Wealth Management
Virginia
$14.6M
NSAM
77
North Star Asset Management
Wisconsin
$14.4M
Raymond James Financial
78
Raymond James Financial
Florida
$14.2M
CCM
79
Coldstream Capital Management
Washington
$14.1M
AF
80
Allworth Financial
California
$12.7M
CNC
81
Citizens & Northern Corp
Pennsylvania
$12.6M
AWA
82
Alta Wealth Advisors
Massachusetts
$12.6M
CFP
83
Cascade Financial Partners
California
$12.3M
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$12.2M
MHWM
85
Montz Harcus Wealth Management
Louisiana
$12.2M
AWM
86
Avior Wealth Management
Nebraska
$12.1M
ECM
87
Exchange Capital Management
Michigan
$12.1M
ACM
88
Advance Capital Management
Michigan
$11.8M
WI
89
WrapManager Inc
California
$11.7M
WA
90
WBH Advisory
Maryland
$11.3M
MGIA
91
Moneta Group Investment Advisors
Missouri
$11.2M
IWP
92
IAG Wealth Partners
Wisconsin
$11.2M
OC
93
Oarsman Capital
Wisconsin
$11.1M
HSWS
94
Higgins & Schmidt Wealth Strategies
Colorado
$11.1M
GIA
95
Gladstone Institutional Advisory
Florida
$11M
B
96
Bensler
Washington
$10.9M
PAS
97
Park Avenue Securities
New York
$10.6M
PA
98
PSI Advisors
Florida
$10.5M
MSA
99
Marathon Strategic Advisors
Pennsylvania
$10.5M
WWM
100
Western Wealth Management
Colorado
$10.4M