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State Street SPDR Portfolio S&P 400 Mid Cap ETF

792 hedge funds and large institutions have $13.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 365 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 37

64% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 223

9% more funds holding

Funds holding: 729792 (+63)

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$993M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.67% more ownership

Funds ownership: 87.27%90.94% (+3.7%)

Holders
792
Holders Change
+63
Holders Change %
+8.64%
% of All Funds
9.64%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
106
Increased
365
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
226
Capital Investment Management
Missouri
$3.06M +$3.03M +52,831 New
IAA
227
Independent Advisor Alliance
North Carolina
$3.03M +$1.74M +30,277 +137%
SAW
228
Signal Advisors Wealth
Michigan
$3M -$4.94K -86 -0.2%
CAL
229
Capital Analysts LLC
Pennsylvania
$2.99M +$455K +7,917 +18%
MAM
230
Madison Asset Management
Wisconsin
$2.98M -$95.2K -1,657 -3%
HI
231
Harbour Investments
Wisconsin
$2.97M +$120K +2,097 +4%
RPGK
232
Retirement Planning Group (Kansas)
Kansas
$2.97M -$198K -3,455 -6%
BIP
233
Blueprint Investment Partners
North Carolina
$2.94M +$92.8K +1,616 +3%
WCFA
234
Walkner Condon Financial Advisors
Wisconsin
$2.91M +$58.1K +1,012 +2%
P
235
&Partners
Tennessee
$2.91M +$42.7K +744 +2%
NGA
236
Naples Global Advisors
Florida
$2.91M +$50.8K +885 +2%
PWM
237
Power Wealth Management
Georgia
$2.9M +$54.9K +955 +2%
AF
238
Advisornet Financial
Minnesota
$2.9M +$170K +2,956 +6%
DC
239
Destiny Capital
Colorado
$2.89M -$11.5K -200 -0.4%
TFP
240
Tilia Fiduciary Partners
North Carolina
$2.87M +$524K +9,125 +23%
LC
241
Luminist Capital
Michigan
$2.87M -$427K -7,430 -13%
SFM
242
Signet Financial Management
New Jersey
$2.87M +$837K +14,577 +42%
RFG
243
Range Financial Group
Oregon
$2.85M +$29.1K +506 +1%
TIP
244
Tandem Investment Partners
New Jersey
$2.84M -$19K -330 -0.7%
IF
245
Intrua Financial
Texas
$2.83M +$1.63M +28,363 +138%
SWA
246
Stratos Wealth Advisors
Ohio
$2.8M +$91.8K +1,598 +3%
FG
247
Fiduciary Group
Georgia
$2.78M +$504K +8,779 +22%
CAG
248
Carroll Advisory Group
Texas
$2.78M +$2.76M +47,990 New
SFG
249
Shum Financial Group
California
$2.74M +$29.2K +508 +1%
VAS
250
Vestmark Advisory Solutions
Massachusetts
$2.73M +$169K +2,935 +7%