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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
PFA
176
Pure Financial Advisors
California
$3.96M
WAS
177
Wealth Advisory Solutions
Indiana
$3.9M
SHJ
178
Sharkey, Howes & Javer
Colorado
$3.88M
AA
179
ArborFi Advisors
Michigan
$3.75M
FHA
180
Flagship Harbor Advisors
Massachusetts
$3.74M
MFA
181
Mayflower Financial Advisors
Massachusetts
$3.68M
CWM
182
Compass Wealth Management
Connecticut
$3.61M
JWM
183
Jacksonville Wealth Management
Florida
$3.6M
MWAM
184
Manhattan West Asset Management
California
$3.55M
SW
185
Simplicity Wealth
New Jersey
$3.55M
IA
186
IFP Advisors
Florida
$3.47M
SCM
187
SOL Capital Management
Maryland
$3.41M
KCAM
188
Kagan Cocozza Asset Management
New Jersey
$3.4M
GSWM
189
Golden State Wealth Management
California
$3.39M
LIA
190
Lynx Investment Advisory
District of Columbia
$3.37M
AFM
191
Aspetuck Financial Management
Connecticut
$3.37M
CCT
192
Chemung Canal Trust
New York
$3.32M
ACA
193
Aptus Capital Advisors
Alabama
$3.31M
SAW
194
Signal Advisors Wealth
Michigan
$3.29M
LC
195
Luminist Capital
Michigan
$3.22M
KPWS
196
Kestra Private Wealth Services
Texas
$3.12M
AWM
197
AE Wealth Management
Kansas
$3.11M
LWMI
198
Landmark Wealth Management (Illinois)
Illinois
$3.08M
VAS
199
Vestmark Advisory Solutions
Massachusetts
$3.06M
RPGK
200
Retirement Planning Group (Kansas)
Kansas
$3.02M