SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

775 hedge funds and large institutions have $13.5B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
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
SAM
276
S.A. Mason
Michigan
$2.04M
FEG
277
Financial Enhancement Group
Indiana
$2.02M
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$2.01M
CGA
279
Crescent Grove Advisors
Illinois
$2.01M
AWMG
280
Alliance Wealth Management Group
New Jersey
$2M
KAS
281
Kestra Advisory Services
Texas
$1.99M
UF
282
Univest Financial
Pennsylvania
$1.98M
LFG
283
Larson Financial Group
Missouri
$1.97M
AWA
284
Alaska Wealth Advisors
Alaska
$1.95M
TA
285
TKG Advisors
Indiana
$1.94M
BFS
286
Bradley Foster & Sargent
Connecticut
$1.86M
HVIA
287
Hudson Valley Investment Advisors
New York
$1.84M
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$1.83M
CI
289
Cavalier Investments
Georgia
$1.83M
MF
290
Meridian Financial
Massachusetts
$1.81M
KFI
291
Key Financial Inc
Pennsylvania
$1.79M
RFW
292
Rainier Family Wealth
Washington
$1.76M
BW
293
Balance Wealth
Ohio
$1.74M
BFA
294
Blueprint Financial Advisors
North Carolina
$1.72M
KLI
295
Kelman-Lazarov Inc
Tennessee
$1.7M
OWA
296
ORBA Wealth Advisors
Illinois
$1.7M
SIAS
297
Summit Investment Advisory Services
Minnesota
$1.63M
CW
298
CreativeOne Wealth
Kansas
$1.63M
BAM
299
Belpointe Asset Management
Nevada
$1.62M
ARC
300
Advisor Resource Council
Texas
$1.62M