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State Street SPDR Portfolio S&P 400 Mid Cap ETF

719 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 74 funds opening new positions, 337 increasing their positions, 205 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
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
EIA
301
Eldridge Investment Advisors
New Hampshire
$1.45M
CIAS
302
CFS Investment Advisory Services
New Jersey
$1.41M
BW
303
Balance Wealth
Ohio
$1.39M
PFG
304
PAX Financial Group
Texas
$1.38M
BC
305
Brio Consultants
California
$1.35M
TCWM
306
Total Clarity Wealth Management
Illinois
$1.35M
SQA
307
Simon Quick Advisors
New Jersey
$1.34M
FWM
308
Fingerlakes Wealth Management
New York
$1.33M
CFG
309
Citizens Financial Group
Rhode Island
$1.32M
CA
310
CoreCap Advisors
Michigan
$1.32M
NW
311
NewEdge Wealth
Pennsylvania
$1.31M
AC
312
AlphaCore Capital
California
$1.3M
WPC
313
Wedmont Private Capital
Pennsylvania
$1.28M
RC
314
Roundview Capital
New Jersey
$1.28M
IAA
315
Independent Advisor Alliance
North Carolina
$1.27M
CFMC
316
Curbstone Financial Management Corp
New Hampshire
$1.24M
DWA
317
Delta Wealth Advisors
Indiana
$1.22M
ACM
318
Armbruster Capital Management
New York
$1.2M
IF
319
Intrua Financial
Texas
$1.17M
PTC
320
Private Trust Company
Ohio
$1.15M
CIR
321
Clear Investment Research
Georgia
$1.15M
MCWS
322
McKinley Carter Wealth Services
West Virginia
$1.15M
WA
323
Waddell & Associates
Tennessee
$1.15M
MHS
324
M Holdings Securities
Oregon
$1.14M
SIC
325
Sterling Investment Counsel
New York
$1.13M