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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
AF
351
Apollon Financial
South Carolina
$1.03M
TWM
352
Trinity Wealth Management
Pennsylvania
$1.03M
BW
353
BIP Wealth
Georgia
$1.02M
MFS
354
Mattson Financial Services
Michigan
$1.02M
KCPG
355
Kavar Capital Partners Group
Kansas
$1.01M
Bank of Montreal
356
Bank of Montreal
Ontario, Canada
$1.01M
VT
357
Vise Technologies
New York
$1.01M
HPA
358
High Probability Advisors
New York
$994K
Janney Montgomery Scott
359
Janney Montgomery Scott
Pennsylvania
$990K
CMAI
360
Capital Management Associates Inc
Minnesota
$988K
CCFCSB
361
Cape Cod Five Cents Savings Bank
Massachusetts
$982K
HGA
362
Hobbs Group Advisors
South Carolina
$967K
AFG
363
Atomi Financial Group
New York
$951K
OGF
364
Orin Green Financial
California
$950K
RSA
365
River Street Advisors
Illinois
$947K
FMN
366
Financial Management Network
California
$942K
DSC
367
Duncker Streett & Co
Missouri
$939K
Franklin Resources
368
Franklin Resources
California
$928K
LWPC
369
Legacy Wealth Partners (Colorado)
Colorado
$922K
TC
370
Trilogy Capital
California
$913K
RPCONE
371
Retirement Planning Company of New England
Rhode Island
$911K
MCWS
372
McKinley Carter Wealth Services
West Virginia
$910K
AF
373
Aldebaran Financial
$903K
SI
374
Seeds Investor
New York
$893K
KF
375
Krilogy Financial
Missouri
$890K