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State Street SPDR Portfolio S&P 400 Mid Cap ETF

775 hedge funds and large institutions have $13.5B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
SW
251
Simplicity Wealth
New Jersey
$2.66M
WCP
252
Wealthcare Capital Partners
Pennsylvania
$2.64M
Bank of New York Mellon
253
Bank of New York Mellon
New York
$2.61M
W
254
Wealthquest
Ohio
$2.61M
KBFS
255
Kohmann Bosshard Financial Services
Ohio
$2.6M
MA
256
MONECO Advisors
Connecticut
$2.56M
TCM
257
Towercrest Capital Management
Pennsylvania
$2.53M
2WWM
258
21 West Wealth Management
California
$2.51M
AA
259
Alesco Advisors
New York
$2.43M
CST
260
Charles Schwab Trust
Nevada
$2.42M
GCM
261
Gambit Capital Management
Tennessee
$2.42M
SB
262
Semitam Bonam
New York
$2.4M
BCG
263
Breakwater Capital Group
New Jersey
$2.36M
SCP
264
Stevens Capital Partners
Nebraska
$2.34M
MFT
265
Moisand Fitzgerald Tamayo
Florida
$2.33M
CSP
266
Cary Street Partners
Virginia
$2.3M
WETS
267
Wealth Enhancement Trust Services
South Dakota
$2.29M
SIAP
268
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.26M
WCM
269
Wealthcare Capital Management
Virginia
$2.22M
Fidelity Investments
270
Fidelity Investments
Massachusetts
$2.18M
MWPCG
271
Measured Wealth Private Client Group
New Hampshire
$2.14M
CIA
272
Concurrent Investment Advisors
Florida
$2.12M
JF
273
JSF Financial
California
$2.11M
MAM
274
MMA Asset Management
Pennsylvania
$2.1M
BWM
275
BCS Wealth Management
Tennessee
$2.07M