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State Street SPDR Portfolio S&P 400 Mid Cap ETF

792 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, 365 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: 365 | Existing positions reduced: 223

9% more funds holding

Funds holding: 729792 (+63)

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$993M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.67% more ownership

Funds ownership: 87.27%90.94% (+3.7%)

Holders
792
Holders Change
+63
Holders Change %
+8.64%
% of All Funds
9.64%
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
365
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
301
World Investment Advisors
California
$1.7M +$761K +13,244 +83%
DF
302
Downshift Financial
Colorado
$1.65M +$1.56M +27,128 New
SIAS
303
Summit Investment Advisory Services
Minnesota
$1.63M +$17.1K +297 +1%
CW
304
CreativeOne Wealth
Kansas
$1.63M +$95.1K +1,656 +6%
BAM
305
Belpointe Asset Management
Nevada
$1.62M +$1.08M +18,750 +203%
ARC
306
Advisor Resource Council
Texas
$1.62M +$1.02M +17,717 +189%
KWM
307
Kingsview Wealth Management
Oregon
$1.61M -$1.67K -29 -0.1%
RCM
308
Raleigh Capital Management
North Carolina
$1.6M +$79.6K +1,385 +5%
KDA
309
Kraft Davis & Associates
Missouri
$1.59M +$11.9K +207 +0.8%
CIAS
310
CFS Investment Advisory Services
New Jersey
$1.58M +$161K +2,811 +11%
CFG
311
Compton Financial Group
Maryland
$1.55M -$28.8K -502 -2%
JWCA
312
J.W. Cole Advisors
Florida
$1.53M -$157K -2,739 -8%
EIA
313
Eldridge Investment Advisors
New Hampshire
$1.51M +$37.9K +659 +3%
RC
314
Roundview Capital
New Jersey
$1.49M +$192K +3,335 +15%
WWA
315
WCG Wealth Advisors
Nevada
$1.48M -$39.8K -693 -3%
CAM
316
Cresset Asset Management
Illinois
$1.44M -$80.4K -1,400 -5%
BJF
317
Blue Jean Financial
New York
$1.43M +$1.41M +24,621 New
CA
318
CoreCap Advisors
Michigan
$1.41M +$80.1K +1,395 +6%
SQA
319
Simon Quick Advisors
New Jersey
$1.36M +$1.49K +26 +0.1%
CIR
320
Clear Investment Research
Georgia
$1.35M +$181K +3,148 +16%
NW
321
NewEdge Wealth
Pennsylvania
$1.35M +$12.7K +221 +1%
CFG
322
Citizens Financial Group
Rhode Island
$1.34M -$4.83K -84 -0.4%
AOWM
323
Asset One Wealth Management
Washington
$1.33M +$1.26M +21,958 New
WPC
324
Wedmont Private Capital
Pennsylvania
$1.33M -$16.9K -294 -1%
PFA
325
Pinnacle Family Advisors
Missouri
$1.32M +$1.31M +22,855 New