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State Street SPDR Portfolio S&P 400 Mid Cap ETF

775 hedge funds and large institutions have $13.5B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
BC
326
Brio Consultants
California
$1.27M
DWA
327
Delta Wealth Advisors
Indiana
$1.24M
CFMC
328
Curbstone Financial Management Corp
New Hampshire
$1.23M
MCC
329
Money Concepts Capital
Florida
$1.21M
NWA
330
Northwest Wealth Advisors
Washington
$1.19M
PTC
331
Private Trust Company
Ohio
$1.17M
SCM
332
Saxony Capital Management
Missouri
$1.17M
FTWA
333
Fifth Third Wealth Advisors
Ohio
$1.17M
WA
334
Waddell & Associates
Tennessee
$1.16M
LAM
335
L2 Asset Management
Massachusetts
$1.16M
EFA
336
Evernest Financial Advisors
Indiana
$1.15M
SIC
337
Sterling Investment Counsel
New York
$1.14M
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$1.14M
BCFS
339
Butensky & Cohen Financial Security
Florida
$1.13M
QWM
340
Quadcap Wealth Management
Texas
$1.11M
RFS
341
Richardson Financial Services
Massachusetts
$1.1M
FPWM
342
FSB Premier Wealth Management
Iowa
$1.1M
ASN
343
Advisory Services Network
Georgia
$1.07M
LA
344
Lifeworks Advisors
Michigan
$1.07M
GWP
345
Gateway Wealth Partners
Wisconsin
$1.06M
NWMG
346
National Wealth Management Group
Ohio
$1.06M
TAP
347
TSG Advice Partners
Ohio
$1.06M
AWA
348
Arkadios Wealth Advisors
Georgia
$1.04M
SFP
349
Strategic Financial Planning
Texas
$1.04M
CMMS
350
Comprehensive Money Management Services
Florida
$1.03M