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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
GWP
351
Gateway Wealth Partners
Wisconsin
$1.06M -$1.02M -17,728 -49%
NWMG
352
National Wealth Management Group
Ohio
$1.06M +$32.4K +564 +3%
TAP
353
TSG Advice Partners
Ohio
$1.06M +$1.05M +18,299 New
AWA
354
Arkadios Wealth Advisors
Georgia
$1.04M -$5.11K -89 -0.5%
SFP
355
Strategic Financial Planning
Texas
$1.04M +$153K +2,657 +17%
CMMS
356
Comprehensive Money Management Services
Florida
$1.03M +$1.15K +20 +0.1%
AF
357
Apollon Financial
South Carolina
$1.03M -$86.5K -1,506 -8%
TWM
358
Trinity Wealth Management
Pennsylvania
$1.03M +$98.1K +1,708 +11%
BW
359
BIP Wealth
Georgia
$1.02M -$30.2K -526 -3%
MFS
360
Mattson Financial Services
Michigan
$1.02M +$265K +4,611 +36%
KCPG
361
Kavar Capital Partners Group
Kansas
$1.01M
Bank of Montreal
362
Bank of Montreal
Ontario, Canada
$1.01M +$365K +6,351 +57%
VT
363
Vise Technologies
New York
$1.01M +$1M +17,438 New
HPA
364
High Probability Advisors
New York
$994K +$105K +1,829 +12%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$990K -$9.77K -170 -1%
MFN
366
Midwest Financial Network
Illinois
$989K +$462K +8,041 +89%
CMAI
367
Capital Management Associates Inc
Minnesota
$988K +$3.62K +63 +0.4%
CCFCSB
368
Cape Cod Five Cents Savings Bank
Massachusetts
$982K
HGA
369
Hobbs Group Advisors
South Carolina
$967K -$68.9K -1,200 -7%
AFG
370
Atomi Financial Group
New York
$951K -$9.25K -161 -1%
OGF
371
Orin Green Financial
California
$950K +$1.9K +33 +0.2%
RSA
372
River Street Advisors
Illinois
$947K +$19.5K +340 +2%
FMN
373
Financial Management Network
California
$942K -$32.3K -562 -3%
DSC
374
Duncker Streett & Co
Missouri
$939K -$2.64K -46 -0.3%
Franklin Resources
375
Franklin Resources
California
$928K -$57.4K -1,000 -6%