SPMD icon

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
IWC
126
Integrated Wealth Concepts
Massachusetts
$7.55M
CIC
127
Carnegie Investment Counsel
Ohio
$7.45M
BCP
128
Berkeley Capital Partners
Georgia
$7.33M
PWG
129
Private Wealth Group
Florida
$7.3M
Cerity Partners
130
Cerity Partners
New York
$6.98M
AA
131
AF Advisors
California
$6.96M
MWM
132
Modera Wealth Management
New Jersey
$6.81M
IWM
133
IHT Wealth Management
Illinois
$6.75M
AF
134
Abound Financial
California
$6.74M
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$6.65M
SPWG
136
Syntegra Private Wealth Group
Missouri
$6.58M
SWP
137
Stratos Wealth Partners
Ohio
$6.51M
NA
138
Nottingham Advisors
New York
$6.38M
CPIG
139
Chicago Partners Investment Group
Illinois
$6.22M
Sumitomo Mitsui Trust Group
140
Sumitomo Mitsui Trust Group
Japan
$5.97M
RCA
141
Resonant Capital Advisors
Wisconsin
$5.96M
OIA
142
OneDigital Investment Advisors
Kansas
$5.93M
KW
143
KWB Wealth
California
$5.89M
VCM
144
Vivaldi Capital Management
Illinois
$5.86M
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$5.79M
AWA
146
ARQ Wealth Advisors
Arizona
$5.71M
MA
147
MJP Associates
Connecticut
$5.56M
SA
148
Stewardship Advisors
Pennsylvania
$5.55M
BFPW
149
BOK Financial Private Wealth
Colorado
$5.52M
AO
150
Advisor OS
Illinois
$5.44M