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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
AFG
376
Arkansas Financial Group
Arkansas
$804K
HW
377
HORAN Wealth
Ohio
$804K
GFPC
378
Global Financial Private Client
Florida
$803K
DWT
379
Dorsey & Whitney Trust
South Dakota
$802K
WPW
380
Watershed Private Wealth
Illinois
$802K
Bessemer Group
381
Bessemer Group
New Jersey
$790K
VA
382
VestGen Advisors
Illinois
$784K
AA
383
Advisory Alpha
Michigan
$781K
IAIM
384
International Assets Investment Management
Florida
$780K
WPC
385
White Pine Capital
Minnesota
$773K
FTWA
386
Fifth Third Wealth Advisors
Ohio
$767K
FFO
387
Fortitude Family Office
Arizona
$765K
MWM
388
MGB Wealth Management
Texas
$763K
SMA
389
Sage Mountain Advisors
Georgia
$762K
BCG
390
Breakwater Capital Group
New Jersey
$761K
SMC
391
Smith, Moore & Co
Missouri
$757K
PPC
392
Park Place Capital
Alabama
$757K
EFL
393
ERn Financial LLC
Wisconsin
$743K
MFS
394
Mattson Financial Services
Michigan
$740K
VFS
395
Valpey Financial Services
New Hampshire
$739K
FMI
396
F/M Investments
District of Columbia
$733K
VF
397
Vawter Financial
Ohio
$729K
AG
398
Ascent Group
Virginia
$728K
WIM
399
WealthPlan Investment Management
Nebraska
$710K
AWA
400
Arete Wealth Advisors
Illinois
$705K