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State Street SPDR Portfolio S&P 400 Mid Cap ETF

783 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 103 funds opening new positions, 361 increasing their positions, 222 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
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
PIS
251
POM Investment Strategies
North Carolina
$2.67M
SW
252
Simplicity Wealth
New Jersey
$2.66M
WCP
253
Wealthcare Capital Partners
Pennsylvania
$2.64M
Bank of New York Mellon
254
Bank of New York Mellon
New York
$2.61M
W
255
Wealthquest
Ohio
$2.61M
KBFS
256
Kohmann Bosshard Financial Services
Ohio
$2.6M
MA
257
MONECO Advisors
Connecticut
$2.56M
TCM
258
Towercrest Capital Management
Pennsylvania
$2.53M
2WWM
259
21 West Wealth Management
California
$2.51M
AA
260
Alesco Advisors
New York
$2.43M
CST
261
Charles Schwab Trust
Nevada
$2.42M
GCM
262
Gambit Capital Management
Tennessee
$2.42M
SB
263
Semitam Bonam
New York
$2.4M
BCG
264
Breakwater Capital Group
New Jersey
$2.36M
SCP
265
Stevens Capital Partners
Nebraska
$2.34M
MFT
266
Moisand Fitzgerald Tamayo
Florida
$2.33M
CSP
267
Cary Street Partners
Virginia
$2.3M
WETS
268
Wealth Enhancement Trust Services
South Dakota
$2.29M
SIAP
269
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.26M
WCM
270
Wealthcare Capital Management
Virginia
$2.22M
Fidelity Investments
271
Fidelity Investments
Massachusetts
$2.18M
MWPCG
272
Measured Wealth Private Client Group
New Hampshire
$2.14M
CIA
273
Concurrent Investment Advisors
Florida
$2.12M
JF
274
JSF Financial
California
$2.11M
MAM
275
MMA Asset Management
Pennsylvania
$2.1M