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State Street SPDR Portfolio S&P 400 Mid Cap ETF

714 hedge funds and large institutions have $12.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 202 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
PFG
301
PAX Financial Group
Texas
$1.38M
BC
302
Brio Consultants
California
$1.35M
TCWM
303
Total Clarity Wealth Management
Illinois
$1.35M
SQA
304
Simon Quick Advisors
New Jersey
$1.34M
FWM
305
Fingerlakes Wealth Management
New York
$1.33M
CFG
306
Citizens Financial Group
Rhode Island
$1.32M
CA
307
CoreCap Advisors
Michigan
$1.32M
NW
308
NewEdge Wealth
Pennsylvania
$1.31M
AC
309
AlphaCore Capital
California
$1.3M
WPC
310
Wedmont Private Capital
Pennsylvania
$1.28M
RC
311
Roundview Capital
New Jersey
$1.28M
IAA
312
Independent Advisor Alliance
North Carolina
$1.27M
CFMC
313
Curbstone Financial Management Corp
New Hampshire
$1.24M
DWA
314
Delta Wealth Advisors
Indiana
$1.22M
ACM
315
Armbruster Capital Management
New York
$1.2M
IF
316
Intrua Financial
Texas
$1.17M
PTC
317
Private Trust Company
Ohio
$1.15M
CIR
318
Clear Investment Research
Georgia
$1.15M
MCWS
319
McKinley Carter Wealth Services
West Virginia
$1.15M
WA
320
Waddell & Associates
Tennessee
$1.15M
MHS
321
M Holdings Securities
Oregon
$1.14M
SIC
322
Sterling Investment Counsel
New York
$1.13M
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$1.12M
QWM
324
Quadcap Wealth Management
Texas
$1.11M
AF
325
Apollon Financial
South Carolina
$1.11M