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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
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$1.87M -$6.25K -111 -0.3%
LFG
277
Larson Financial Group
Missouri
$1.85M -$381K -6,765 -17%
SWP
278
SIMA Wealth Partners
Virginia
$1.83M +$48.7K +864 +3%
MF
279
Meridian Financial
Massachusetts
$1.8M +$27.5K +488 +2%
WCM
280
Wealthcare Capital Management
Virginia
$1.79M +$283K +5,016 +19%
WCM
281
WealthTrak Capital Management
Virginia
$1.78M +$1.75M +31,057 New
NAS
282
Nicolet Advisory Services
Wisconsin
$1.75M -$24.4K -433 -1%
KFI
283
Key Financial Inc
Pennsylvania
$1.73M +$99.6K +1,768 +6%
HVIA
284
Hudson Valley Investment Advisors
New York
$1.72M +$378K +6,711 +29%
HPC
285
HM Payson & Co
Maine
$1.67M
UF
286
Univest Financial
Pennsylvania
$1.67M +$171K +3,043 +12%
BFA
287
Blueprint Financial Advisors
North Carolina
$1.66M +$721K +12,793 +79%
KLI
288
Kelman-Lazarov Inc
Tennessee
$1.66M -$21.7K -385 -1%
AWA
289
Alaska Wealth Advisors
Alaska
$1.65M +$101K +1,795 +7%
AA
290
Alesco Advisors
New York
$1.65M +$368K +6,539 +29%
SIAS
291
Summit Investment Advisory Services
Minnesota
$1.59M +$77.2K +1,371 +5%
RFW
292
Rainier Family Wealth
Washington
$1.59M +$83.7K +1,485 +6%
KWM
293
Kingsview Wealth Management
Oregon
$1.59M -$41.3K -733 -3%
CFG
294
Compton Financial Group
Maryland
$1.55M +$5.92K +105 +0.4%
SFC
295
Strategic Financial Concepts
Texas
$1.55M +$5.92K +105 +0.4%
MERSOM
296
Municipal Employees' Retirement System of Michigan
Michigan
$1.54M
KWS
297
Keystone Wealth Services
California
$1.53M -$55.4K -983 -4%
CW
298
CreativeOne Wealth
Kansas
$1.52M +$77.4K +1,374 +5%
VWM
299
VCI Wealth Management
Missouri
$1.51M +$1.49M +26,381 New
CAM
300
Cresset Asset Management
Illinois
$1.51M +$1.05M +18,726 +246%