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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
AFG
351
Atomi Financial Group
New York
$948K +$7.1K +126 +0.8%
AWM
352
Axxcess Wealth Management
California
$940K -$87.3K -1,550 -9%
OGF
353
Orin Green Financial
California
$936K +$14.2K +252 +2%
TC
354
Trilogy Capital
California
$931K -$1.34M -23,873 -59%
DSC
355
Duncker Streett & Co
Missouri
$930K
TWM
356
Trinity Wealth Management
Pennsylvania
$918K -$2.82K -50 -0.3%
WIA
357
World Investment Advisors
California
$918K +$65.6K +1,165 +8%
RSA
358
River Street Advisors
Illinois
$915K -$901 -16 -0.1%
BAMG
359
Brand Asset Management Group
Missouri
$903K +$890K +15,791 New
KF
360
Krilogy Financial
Missouri
$896K +$889K +15,773 New
T
361
Tidemark
California
$893K -$36.4K -646 -4%
DWM
362
Denver Wealth Management
Colorado
$881K +$2.82K +50 +0.3%
W
363
WorthPointe
California
$880K +$34.9K +620 +4%
HPA
364
High Probability Advisors
New York
$877K -$81.1K -1,439 -9%
RPCONE
365
Retirement Planning Company of New England
Rhode Island
$875K -$16K -284 -2%
ASN
366
Advisory Services Network
Georgia
$875K -$2.25K -40 -0.3%
SFP
367
Strategic Financial Planning
Texas
$872K +$248K +4,396 +41%
WFAG
368
Worth Financial Advisory Group
North Carolina
$869K +$81.1K +1,440 +10%
SLC
369
Second Line Capital
Louisiana
$867K -$32.3K -573 -4%
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$863K -$34.5M -612,241 -98%
FFW
371
Fusion Family Wealth
New York
$852K
AUB
372
Atlantic Union Bankshares
Virginia
$849K -$23.3K -414 -3%
SCM
373
Sollinda Capital Management
Florida
$848K -$444K -7,882 -35%
VAG
374
VisionPoint Advisory Group
Texas
$843K -$48.6K -863 -6%
Empower Advisory Group
375
Empower Advisory Group
Colorado
$839K +$33K +586 +4%