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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
GWM
376
GSB Wealth Management
Connecticut
$832K +$24.3K +431 +3%
RCA
377
Ranch Capital Advisors
Florida
$829K -$1.01K -18 -0.1%
AF
378
Aldebaran Financial
$822K +$35.2K +625 +5%
S
379
Sachetta
Massachusetts
$822K +$2.59K +46 +0.3%
EFG
380
Ethos Financial Group
Pennsylvania
$816K
NA
381
Novus Advisors
South Carolina
$809K +$15.3K +271 +2%
HW
382
HORAN Wealth
Ohio
$804K +$792K +14,051 New
GFPC
383
Global Financial Private Client
Florida
$803K +$104K +1,840 +15%
DWT
384
Dorsey & Whitney Trust
South Dakota
$802K
WPW
385
Watershed Private Wealth
Illinois
$802K -$55.9K -992 -7%
AFG
386
Arkansas Financial Group
Arkansas
$798K -$27.7K -492 -3%
Bessemer Group
387
Bessemer Group
New Jersey
$790K +$279K +4,957 +56%
VA
388
VestGen Advisors
Illinois
$784K -$155K -2,759 -17%
AA
389
Advisory Alpha
Michigan
$781K -$22.4K -398 -3%
IAIM
390
International Assets Investment Management
Florida
$780K
WPC
391
White Pine Capital
Minnesota
$773K
FTWA
392
Fifth Third Wealth Advisors
Ohio
$767K +$241K +4,278 +47%
FFO
393
Fortitude Family Office
Arizona
$765K -$13.2K -234 -2%
MWM
394
MGB Wealth Management
Texas
$763K +$338 +6 +0%
SMA
395
Sage Mountain Advisors
Georgia
$762K -$44.3K -786 -6%
BCG
396
Breakwater Capital Group
New Jersey
$761K +$152K +2,691 +25%
SMC
397
Smith, Moore & Co
Missouri
$757K
PPC
398
Park Place Capital
Alabama
$757K +$182K +3,232 +32%
EFL
399
ERn Financial LLC
Wisconsin
$743K +$19.5K +347 +3%
MFS
400
Mattson Financial Services
Michigan
$740K +$467K +8,285 +178%