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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
WFAG
376
Worth Financial Advisory Group
North Carolina
$890K
W
377
WorthPointe
California
$889K
RCA
378
Ranch Capital Advisors
Florida
$888K
DWM
379
Denver Wealth Management
Colorado
$883K
BAMG
380
Brand Asset Management Group
Missouri
$879K
GWM
381
GSB Wealth Management
Connecticut
$876K
VAG
382
VisionPoint Advisory Group
Texas
$870K
AWM
383
Axxcess Wealth Management
California
$865K
FFW
384
Fusion Family Wealth
New York
$862K
T
385
Tidemark
California
$861K
SLC
386
Second Line Capital
Louisiana
$857K
AUB
387
Atlantic Union Bankshares
Virginia
$852K
GFPC
388
Global Financial Private Client
Florida
$851K
NA
389
Novus Advisors
South Carolina
$837K
EFG
390
Ethos Financial Group
Pennsylvania
$827K
HW
391
HORAN Wealth
Ohio
$814K
DWT
392
Dorsey & Whitney Trust
South Dakota
$812K
WPW
393
Watershed Private Wealth
Illinois
$812K
Bessemer Group
394
Bessemer Group
New Jersey
$796K
S
395
Sachetta
Massachusetts
$791K
AA
396
Advisory Alpha
Michigan
$785K
TSS
397
Two Sigma Securities
New York
$785K
WPC
398
White Pine Capital
Minnesota
$782K
TMWM
399
Taylor & Morgan Wealth Management
Michigan
$780K
AFG
400
Arkansas Financial Group
Arkansas
$776K