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State Street SPDR S&P 400 Mid Cap Growth ETF

377 hedge funds and large institutions have $1.71B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

20% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 147

Holders
377
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Shakespeare Wealth Management
Wisconsin
$19M
RA
27
Rodgers & Associates
Pennsylvania
$17.6M
ML
28
McAdam LLC
Pennsylvania
$16.9M
Mariner
29
Mariner
Kansas
$15.1M
Truist Financial
30
Truist Financial
North Carolina
$13.7M
SWM
31
SFG Wealth Management
Maryland
$13.5M
Corient Private Wealth
32
Corient Private Wealth
Florida
$12.8M
SBH
33
Segall Bryant & Hamill
Illinois
$12M
BWG
34
Balanced Wealth Group
Ohio
$11.8M
SFM
35
Signet Financial Management
New Jersey
$10.8M
TIAA Trust, National Association
36
TIAA Trust, National Association
North Carolina
$10.7M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$9.85M
Osaic Holdings
38
Osaic Holdings
Arizona
$9.64M
JFA
39
JNBA Financial Advisors
Minnesota
$9.3M
UBS Group
40
UBS Group
Switzerland
$8.89M
EFL
41
ERn Financial LLC
Wisconsin
$8.4M
MSRI
42
Michael S. Ryan Inc
New York
$7.16M
GFG
43
Goldstone Financial Group
Illinois
$7.12M
WWA
44
WCG Wealth Advisors
Nevada
$7.07M
OPPS
45
Obsidian Personal Planning Solutions
Maryland
$6.98M
WP
46
WealthShield Partners
North Carolina
$6.6M
SWP
47
Stratos Wealth Partners
Ohio
$6.6M
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$6.5M
PWMG
49
Prestige Wealth Management Group
New Jersey
$6.38M
CPIG
50
Chicago Partners Investment Group
Illinois
$6.35M