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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
WA
326
Waddell & Associates
Tennessee
$1.15M +$29.2K +518 +3%
MHS
327
M Holdings Securities
Oregon
$1.14M -$7.22M -128,198 -87%
SIC
328
Sterling Investment Counsel
New York
$1.13M +$26.6K +472 +2%
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$1.12M
QWM
330
Quadcap Wealth Management
Texas
$1.11M -$6.76K -120 -0.6%
AF
331
Apollon Financial
South Carolina
$1.11M -$7.04K -125 -0.6%
SI
332
Seeds Investor
New York
$1.1M +$635K +11,267 +142%
BCFS
333
Butensky & Cohen Financial Security
Florida
$1.1M +$7.83K +139 +0.7%
RFS
334
Richardson Financial Services
Massachusetts
$1.09M -$27.9K -495 -3%
MCC
335
Money Concepts Capital
Florida
$1.08M +$94.3K +1,673 +10%
FPWM
336
FSB Premier Wealth Management
Iowa
$1.08M -$209K -3,701 -16%
LA
337
Lifeworks Advisors
Michigan
$1.05M -$6.54K -116 -0.6%
BW
338
BIP Wealth
Georgia
$1.04M -$89K -1,579 -8%
AWA
339
Arkadios Wealth Advisors
Georgia
$1.03M +$42.6K +757 +4%
EFA
340
Evernest Financial Advisors
Indiana
$1.03M +$8.45K +150 +0.8%
HGA
341
Hobbs Group Advisors
South Carolina
$1.02M +$56 +1 +0%
CMMS
342
Comprehensive Money Management Services
Florida
$1.02M -$1.69K -30 -0.2%
NWMG
343
National Wealth Management Group
Ohio
$1.02M -$28.8K -512 -3%
KCPG
344
Kavar Capital Partners Group
Kansas
$1M +$282 +5 +0%
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$988K +$1.92K +34 +0.2%
CCFCSB
346
Cape Cod Five Cents Savings Bank
Massachusetts
$982K
BWM
347
BCS Wealth Management
Tennessee
$974K +$110K +1,950 +13%
Franklin Resources
348
Franklin Resources
California
$973K
CMAI
349
Capital Management Associates Inc
Minnesota
$972K +$3.27K +58 +0.3%
FMN
350
Financial Management Network
California
$959K +$2.2K +39 +0.2%