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State Street SPDR Portfolio S&P 400 Mid Cap ETF

793 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 107 funds opening new positions, 365 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 37

64% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 223

9% more funds holding

Funds holding: 729793 (+64)

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$997M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.69% more ownership

Funds ownership: 87.27%90.96% (+3.7%)

Holders
793
Holders Change
+64
Holders Change %
+8.78%
% of All Funds
9.65%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
107
Increased
365
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pinnacle Family Advisors
Missouri
$1.32M +$1.31M +22,855 New
ACM
327
Armbruster Capital Management
New York
$1.32M +$99.1K +1,726 +8%
NAS
328
Nicolet Advisory Services
Wisconsin
$1.3M -$529K -9,214 -30%
PFG
329
PAX Financial Group
Texas
$1.3M -$102K -1,772 -7%
MFG
330
Merit Financial Group
Georgia
$1.28M -$709K -12,336 -36%
FWM
331
Fingerlakes Wealth Management
New York
$1.27M -$71.6K -1,246 -5%
BC
332
Brio Consultants
California
$1.27M -$98.5K -1,715 -7%
DWA
333
Delta Wealth Advisors
Indiana
$1.24M +$804 +14 +0.1%
CFMC
334
Curbstone Financial Management Corp
New Hampshire
$1.23M -$25.8K -450 -2%
MCC
335
Money Concepts Capital
Florida
$1.21M +$112K +1,947 +10%
NWA
336
Northwest Wealth Advisors
Washington
$1.19M +$1.18M +20,466 New
PTC
337
Private Trust Company
Ohio
$1.17M +$8.33K +145 +0.7%
SCM
338
Saxony Capital Management
Missouri
$1.17M +$1.16M +20,146 New
FTWA
339
Fifth Third Wealth Advisors
Ohio
$1.17M +$386K +6,725 +50%
WA
340
Waddell & Associates
Tennessee
$1.16M -$1.03K -18 -0.1%
LAM
341
L2 Asset Management
Massachusetts
$1.16M +$601K +10,468 +110%
EFA
342
Evernest Financial Advisors
Indiana
$1.15M +$16.6K +289 +2%
SIC
343
Sterling Investment Counsel
New York
$1.14M +$689 +12 +0.1%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$1.14M +$4.19K +73 +0.4%
BCFS
345
Butensky & Cohen Financial Security
Florida
$1.13M +$24.6K +428 +2%
QWM
346
Quadcap Wealth Management
Texas
$1.11M -$14.1K -246 -1%
RFS
347
Richardson Financial Services
Massachusetts
$1.1M -$6.78K -118 -0.6%
FPWM
348
FSB Premier Wealth Management
Iowa
$1.1M +$5K +87 +0.5%
ASN
349
Advisory Services Network
Georgia
$1.07M +$185K +3,212 +21%
LA
350
Lifeworks Advisors
Michigan
$1.07M +$402 +7 +0%