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State Street SPDR Portfolio S&P 400 Mid Cap ETF

714 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 75 funds opening new positions, 334 increasing their positions, 202 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
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
WIA
351
World Investment Advisors
California
$918K
RSA
352
River Street Advisors
Illinois
$915K
BAMG
353
Brand Asset Management Group
Missouri
$903K
KF
354
Krilogy Financial
Missouri
$896K
T
355
Tidemark
California
$893K
DWM
356
Denver Wealth Management
Colorado
$881K
W
357
WorthPointe
California
$880K
HPA
358
High Probability Advisors
New York
$877K
RPCONE
359
Retirement Planning Company of New England
Rhode Island
$875K
ASN
360
Advisory Services Network
Georgia
$875K
SFP
361
Strategic Financial Planning
Texas
$872K
WFAG
362
Worth Financial Advisory Group
North Carolina
$869K
SLC
363
Second Line Capital
Louisiana
$867K
Thrivent Financial for Lutherans
364
Thrivent Financial for Lutherans
Minnesota
$863K
FFW
365
Fusion Family Wealth
New York
$852K
AUB
366
Atlantic Union Bankshares
Virginia
$849K
SCM
367
Sollinda Capital Management
Florida
$848K
VAG
368
VisionPoint Advisory Group
Texas
$843K
Empower Advisory Group
369
Empower Advisory Group
Colorado
$839K
GWM
370
GSB Wealth Management
Connecticut
$832K
RCA
371
Ranch Capital Advisors
Florida
$829K
AF
372
Aldebaran Financial
$822K
S
373
Sachetta
Massachusetts
$822K
EFG
374
Ethos Financial Group
Pennsylvania
$816K
NA
375
Novus Advisors
South Carolina
$809K