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State Street SPDR Portfolio S&P 400 Mid Cap ETF

714 hedge funds and large institutions have $12.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 202 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
MA
251
MONECO Advisors
Connecticut
$2.16M
SB
252
Semitam Bonam
New York
$2.15M
SW
253
Simplicity Wealth
New Jersey
$2.11M
GWP
254
Gateway Wealth Partners
Wisconsin
$2.07M
CI
255
Cavalier Investments
Georgia
$2.06M
CGA
256
Crescent Grove Advisors
Illinois
$2.06M
Fidelity Investments
257
Fidelity Investments
Massachusetts
$2.03M
AWMG
258
Alliance Wealth Management Group
New Jersey
$2.02M
JF
259
JSF Financial
California
$2.01M
SFM
260
Signet Financial Management
New Jersey
$2M
SAM
261
S.A. Mason
Michigan
$1.99M
JWCA
262
J.W. Cole Advisors
Florida
$1.99M
MFG
263
Merit Financial Group
Georgia
$1.96M
OWA
264
ORBA Wealth Advisors
Illinois
$1.96M
KAS
265
Kestra Advisory Services
Texas
$1.96M
KFGK
266
Keystone Financial Group (Kentucky)
Kentucky
$1.93M
BFS
267
Bradley Foster & Sargent
Connecticut
$1.93M
TA
268
TKG Advisors
Indiana
$1.91M
FEG
269
Financial Enhancement Group
Indiana
$1.9M
MWM
270
Modern Wealth Management
Kansas
$1.88M
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$1.87M
LFG
272
Larson Financial Group
Missouri
$1.85M
MF
273
Meridian Financial
Massachusetts
$1.8M
WCM
274
Wealthcare Capital Management
Virginia
$1.79M
WCM
275
WealthTrak Capital Management
Virginia
$1.78M