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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
BWM
276
BCS Wealth Management
Tennessee
$2.07M
SAM
277
S.A. Mason
Michigan
$2.04M
FEG
278
Financial Enhancement Group
Indiana
$2.02M
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$2.01M
CGA
280
Crescent Grove Advisors
Illinois
$2.01M
AWMG
281
Alliance Wealth Management Group
New Jersey
$2M
KAS
282
Kestra Advisory Services
Texas
$1.99M
UF
283
Univest Financial
Pennsylvania
$1.98M
LFG
284
Larson Financial Group
Missouri
$1.97M
AWA
285
Alaska Wealth Advisors
Alaska
$1.95M
TA
286
TKG Advisors
Indiana
$1.94M
BFS
287
Bradley Foster & Sargent
Connecticut
$1.86M
HVIA
288
Hudson Valley Investment Advisors
New York
$1.84M
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
$1.83M
CI
290
Cavalier Investments
Georgia
$1.83M
MF
291
Meridian Financial
Massachusetts
$1.81M
KFI
292
Key Financial Inc
Pennsylvania
$1.79M
RFW
293
Rainier Family Wealth
Washington
$1.76M
BW
294
Balance Wealth
Ohio
$1.74M
BFA
295
Blueprint Financial Advisors
North Carolina
$1.72M
KLI
296
Kelman-Lazarov Inc
Tennessee
$1.7M
OWA
297
ORBA Wealth Advisors
Illinois
$1.7M
WIA
298
World Investment Advisors
California
$1.7M
DF
299
Downshift Financial
Colorado
$1.65M
SIAS
300
Summit Investment Advisory Services
Minnesota
$1.63M