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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
SHJ
251
Sharkey, Howes & Javer
Colorado
$2.72M -$763K -13,291 -22%
MWM
252
Modern Wealth Management
Kansas
$2.68M +$768K +13,364 +41%
PIS
253
POM Investment Strategies
North Carolina
$2.67M +$197K +3,427 +8%
SW
254
Simplicity Wealth
New Jersey
$2.66M +$513K +8,936 +24%
WCP
255
Wealthcare Capital Partners
Pennsylvania
$2.64M +$203K +3,540 +8%
Bank of New York Mellon
256
Bank of New York Mellon
New York
$2.61M +$247K +4,299 +11%
W
257
Wealthquest
Ohio
$2.61M -$361K -6,283 -12%
KBFS
258
Kohmann Bosshard Financial Services
Ohio
$2.6M
MA
259
MONECO Advisors
Connecticut
$2.56M +$371K +6,454 +17%
TCM
260
Towercrest Capital Management
Pennsylvania
$2.53M -$48.5K -845 -2%
2WWM
261
21 West Wealth Management
California
$2.51M +$40.2K +700 +2%
AA
262
Alesco Advisors
New York
$2.43M +$755K +13,140 +46%
CST
263
Charles Schwab Trust
Nevada
$2.42M
GCM
264
Gambit Capital Management
Tennessee
$2.42M +$2.4M +41,751 New
SB
265
Semitam Bonam
New York
$2.4M +$223K +3,883 +10%
BCG
266
Breakwater Capital Group
New Jersey
$2.36M +$1.58M +27,478 +207%
SCP
267
Stevens Capital Partners
Nebraska
$2.34M +$149K +2,592 +7%
MFT
268
Moisand Fitzgerald Tamayo
Florida
$2.33M -$32.2K -560 -1%
CSP
269
Cary Street Partners
Virginia
$2.3M -$25.3K -440 -1%
WETS
270
Wealth Enhancement Trust Services
South Dakota
$2.29M +$2.28M +39,612 New
SIAP
271
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.26M -$30.9K -538 -1%
WCM
272
Wealthcare Capital Management
Virginia
$2.22M +$397K +6,914 +22%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$2.18M +$123K +2,135 +6%
SWP
274
SIMA Wealth Partners
Virginia
$2.17M +$316K +5,508 +17%
MWPCG
275
Measured Wealth Private Client Group
New Hampshire
$2.14M -$2.58M -44,869 -55%