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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
Northern Trust
101
Northern Trust
Illinois
$10.1M
WMR
102
Wealth Management Resources
Rhode Island
$10.1M
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$9.9M
BPA
104
Beacon Pointe Advisors
California
$9.85M
LK
105
Lumbard & Kellner
New Hampshire
$9.77M
NA
106
NewEdge Advisors
Louisiana
$9.71M
TFA
107
TPG Financial Advisors
Oregon
$9.71M
WCM
108
Windsor Capital Management
Arizona
$9.59M
OWA
109
Octavia Wealth Advisors
Ohio
$9.45M
CWM
110
Collaborative Wealth Management
Florida
$9.32M
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$9.2M
WANY
112
Wealthspire Advisors (New York)
New York
$9.14M
CA
113
CGN Advisors
Kansas
$8.84M
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$8.7M
ZF
115
Zhang Financial
Michigan
$8.32M
PC
116
Pecaut & Co
Iowa
$8.28M
Truist Financial
117
Truist Financial
North Carolina
$8.24M
APW
118
Austin Private Wealth
Texas
$8.19M
MHS
119
M Holdings Securities
Oregon
$8.06M
BCI
120
Brinker Capital Investments
Pennsylvania
$8.06M
WSWA
121
Warren Street Wealth Advisors
California
$7.92M
FA
122
FF Advisors
California
$7.88M
AQR Capital Management
123
AQR Capital Management
Connecticut
$7.84M
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$7.77M
MFA
125
Millington Financial Advisors
Illinois
$7.75M