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State Street SPDR Portfolio S&P 400 Mid Cap ETF

730 hedge funds and large institutions have $12.7B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 342 increasing their positions, 207 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 207

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.04B)

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

1% more funds holding

Funds holding: 722730 (+8)

1.02% less ownership

Funds ownership: 88.31%87.29% (-1%)

Holders
730
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.58%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.72%
New
74
Increased
342
Reduced
207
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIP
226
Tandem Investment Partners
New Jersey
$2.83M +$6.2K +110 +0.2%
NGA
227
Naples Global Advisors
Florida
$2.82M +$47K +835 +2%
WCFA
228
Walkner Condon Financial Advisors
Wisconsin
$2.82M +$105K +1,858 +4%
HI
229
Harbour Investments
Wisconsin
$2.81M +$194K +3,452 +8%
PWM
230
Power Wealth Management
Georgia
$2.81M +$89.9K +1,596 +3%
BIP
231
Blueprint Investment Partners
North Carolina
$2.81M +$2.76M +49,068 New
FIBT
232
First International Bank & Trust
North Dakota
$2.8M -$324K -5,759 -11%
RFG
233
Range Financial Group
Oregon
$2.79M -$29.7K -527 -1%
FF
234
Farrow Financial
Vermont
$2.78M +$13.9K +246 +0.5%
AF
235
Advisornet Financial
Minnesota
$2.69M +$125K +2,225 +5%
PRTG
236
Post Resch Tallon Group
New York
$2.69M -$13.7K -243 -0.5%
SWA
237
Stratos Wealth Advisors
Ohio
$2.68M +$13.6K +242 +0.5%
SFG
238
Shum Financial Group
California
$2.68M +$2.64M +46,824 New
HWP
239
Hibernia Wealth Partners
Louisiana
$2.59M -$2.31M -40,948 -48%
RF
240
Robinswood Financial
Washington
$2.57M +$1.85M +32,849 +270%
KBFS
241
Kohmann Bosshard Financial Services
Ohio
$2.57M
TCM
242
Towercrest Capital Management
Pennsylvania
$2.55M -$36.6K -650 -1%
VAS
243
Vestmark Advisory Solutions
Massachusetts
$2.53M -$682K -12,102 -21%
CAL
244
Capital Analysts LLC
Pennsylvania
$2.5M +$330K +5,852 +15%
2WWM
245
21 West Wealth Management
California
$2.44M +$75.5K +1,341 +3%
PIS
246
POM Investment Strategies
North Carolina
$2.44M -$1.76M -31,225 -42%
WCP
247
Wealthcare Capital Partners
Pennsylvania
$2.4M +$41.1K +729 +2%
CST
248
Charles Schwab Trust
Nevada
$2.39M -$113K -2,000 -5%
MFT
249
Moisand Fitzgerald Tamayo
Florida
$2.33M -$33.7K -599 -1%
Bank of New York Mellon
250
Bank of New York Mellon
New York
$2.33M +$140K +2,485 +6%