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State Street SPDR Portfolio S&P 400 Mid Cap ETF

793 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, 366 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: 366 | Existing positions reduced: 223

9% more funds holding

Funds holding: 730793 (+63)

8% more capital invested

Capital invested by funds: $12.7B → $13.6B (+$994M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.68% more ownership

Funds ownership: 87.29%90.96% (+3.7%)

Holders
793
Holders Change
+63
Holders Change %
+8.63%
% of All Funds
9.65%
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
366
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
276
Measured Wealth Private Client Group
New Hampshire
$2.14M -$2.58M -44,869 -55%
CIA
277
Concurrent Investment Advisors
Florida
$2.12M +$2.1M +36,539 New
JF
278
JSF Financial
California
$2.11M +$74.3K +1,293 +4%
MAM
279
MMA Asset Management
Pennsylvania
$2.1M -$1.98M -34,385 -49%
BWM
280
BCS Wealth Management
Tennessee
$2.07M +$1.07M +18,631 +109%
SAM
281
S.A. Mason
Michigan
$2.04M +$23.8K +415 +1%
FEG
282
Financial Enhancement Group
Indiana
$2.02M -$9.42K -164 -0.5%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$2.01M +$109K +1,894 +6%
CGA
284
Crescent Grove Advisors
Illinois
$2.01M -$79.8K -1,389 -4%
AWMG
285
Alliance Wealth Management Group
New Jersey
$2M -$45K -784 -2%
KAS
286
Kestra Advisory Services
Texas
$1.99M +$10.9K +189 +0.6%
UF
287
Univest Financial
Pennsylvania
$1.98M +$291K +5,063 +17%
LFG
288
Larson Financial Group
Missouri
$1.97M +$87.9K +1,531 +5%
AWA
289
Alaska Wealth Advisors
Alaska
$1.95M +$271K +4,721 +16%
TA
290
TKG Advisors
Indiana
$1.94M +$2.87K +50 +0.1%
BFS
291
Bradley Foster & Sargent
Connecticut
$1.86M -$90.4K -1,573 -5%
HVIA
292
Hudson Valley Investment Advisors
New York
$1.84M +$95K +1,654 +5%
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
$1.83M +$1.25M +21,746 +219%
CI
294
Cavalier Investments
Georgia
$1.83M -$254K -4,424 -12%
MF
295
Meridian Financial
Massachusetts
$1.81M -$12.1K -210 -0.7%
KFI
296
Key Financial Inc
Pennsylvania
$1.79M +$44.4K +773 +3%
RFW
297
Rainier Family Wealth
Washington
$1.76M +$151K +2,629 +9%
BW
298
Balance Wealth
Ohio
$1.74M +$336K +5,841 +24%
BFA
299
Blueprint Financial Advisors
North Carolina
$1.72M +$40.4K +703 +2%
KLI
300
Kelman-Lazarov Inc
Tennessee
$1.7M +$20.3K +354 +1%