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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
WWA
301
WCG Wealth Advisors
Nevada
$1.5M +$247K +4,393 +20%
KDA
302
Kraft Davis & Associates
Missouri
$1.5M +$94.8K +1,682 +7%
RCM
303
Raleigh Capital Management
North Carolina
$1.5M +$8.79K +156 +0.6%
EIA
304
Eldridge Investment Advisors
New Hampshire
$1.45M +$293K +5,194 +26%
CIAS
305
CFS Investment Advisory Services
New Jersey
$1.41M +$106K +1,877 +8%
BW
306
Balance Wealth
Ohio
$1.39M +$72.8K +1,292 +6%
PFG
307
PAX Financial Group
Texas
$1.38M -$18.1K -321 -1%
BC
308
Brio Consultants
California
$1.35M -$341K -6,045 -20%
TCWM
309
Total Clarity Wealth Management
Illinois
$1.35M +$86.8K +1,540 +7%
SQA
310
Simon Quick Advisors
New Jersey
$1.34M +$1.32M +23,478 New
FWM
311
Fingerlakes Wealth Management
New York
$1.33M -$14.8K -262 -1%
CFG
312
Citizens Financial Group
Rhode Island
$1.32M +$11.9K +212 +0.9%
CA
313
CoreCap Advisors
Michigan
$1.32M -$39.2K -696 -3%
NW
314
NewEdge Wealth
Pennsylvania
$1.31M -$214K -3,805 -14%
AC
315
AlphaCore Capital
California
$1.3M -$38.1K -676 -3%
WPC
316
Wedmont Private Capital
Pennsylvania
$1.28M +$21.2K +377 +2%
RC
317
Roundview Capital
New Jersey
$1.28M +$5.35K +95 +0.4%
IAA
318
Independent Advisor Alliance
North Carolina
$1.27M +$141K +2,504 +13%
CFMC
319
Curbstone Financial Management Corp
New Hampshire
$1.24M
DWA
320
Delta Wealth Advisors
Indiana
$1.22M -$71.5K -1,270 -6%
ACM
321
Armbruster Capital Management
New York
$1.2M +$257K +4,561 +28%
IF
322
Intrua Financial
Texas
$1.17M +$1.15M +20,490 New
PTC
323
Private Trust Company
Ohio
$1.15M +$40K +710 +4%
CIR
324
Clear Investment Research
Georgia
$1.15M +$96.4K +1,711 +9%
MCWS
325
McKinley Carter Wealth Services
West Virginia
$1.15M -$1.52K -27 -0.1%