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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
TFP
251
Tilia Fiduciary Partners
North Carolina
$2.32M +$791K +14,032 +53%
CSP
252
Cary Street Partners
Virginia
$2.3M +$7.83K +139 +0.3%
SIAP
253
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.27M -$37.7K -670 -2%
FG
254
Fiduciary Group
Georgia
$2.24M +$550K +9,754 +33%
SCP
255
Stevens Capital Partners
Nebraska
$2.16M +$295K +5,231 +16%
MA
256
MONECO Advisors
Connecticut
$2.16M +$305K +5,406 +17%
SB
257
Semitam Bonam
New York
$2.15M +$24.6K +436 +1%
SW
258
Simplicity Wealth
New Jersey
$2.11M -$1.6M -28,371 -43%
GWP
259
Gateway Wealth Partners
Wisconsin
$2.07M +$357K +6,334 +21%
CI
260
Cavalier Investments
Georgia
$2.06M -$43.8K -777 -2%
CGA
261
Crescent Grove Advisors
Illinois
$2.06M -$58.7K -1,042 -3%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$2.03M +$183K +3,245 +10%
AWMG
263
Alliance Wealth Management Group
New Jersey
$2.02M -$70.1K -1,244 -3%
JF
264
JSF Financial
California
$2.01M +$158K +2,803 +9%
SFM
265
Signet Financial Management
New Jersey
$2M +$297K +5,267 +18%
SAM
266
S.A. Mason
Michigan
$1.99M +$16.7K +296 +0.9%
JWCA
267
J.W. Cole Advisors
Florida
$1.99M +$816K +14,487 +71%
MFG
268
Merit Financial Group
Georgia
$1.96M -$175K -3,103 -8%
OWA
269
ORBA Wealth Advisors
Illinois
$1.96M -$46.4K -823 -2%
KAS
270
Kestra Advisory Services
Texas
$1.96M +$806K +14,301 +72%
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$1.93M +$372K +6,609 +168%
BFS
272
Bradley Foster & Sargent
Connecticut
$1.93M -$90.1K -1,600 -5%
TA
273
TKG Advisors
Indiana
$1.91M -$97.6K -1,732 -5%
FEG
274
Financial Enhancement Group
Indiana
$1.9M +$97.5K +1,730 +6%
MWM
275
Modern Wealth Management
Kansas
$1.88M +$394K +6,990 +27%