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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
LWPC
376
Legacy Wealth Partners (Colorado)
Colorado
$922K +$915K +15,927 New
TC
377
Trilogy Capital
California
$913K -$29.6K -515 -3%
RPCONE
378
Retirement Planning Company of New England
Rhode Island
$911K +$24.9K +433 +3%
MCWS
379
McKinley Carter Wealth Services
West Virginia
$910K -$250K -4,348 -22%
AF
380
Aldebaran Financial
$903K +$60.5K +1,053 +7%
SI
381
Seeds Investor
New York
$893K -$219K -3,809 -20%
FCM
382
Fell Capital Management
California
$893K +$885K +15,415 New
KF
383
Krilogy Financial
Missouri
$890K -$68.8K -1,197 -8%
WFAG
384
Worth Financial Advisory Group
North Carolina
$890K +$9.36K +163 +1%
W
385
WorthPointe
California
$889K -$1.61K -28 -0.2%
RCA
386
Ranch Capital Advisors
Florida
$888K +$48.5K +845 +6%
DWM
387
Denver Wealth Management
Colorado
$883K -$9.54K -166 -1%
BAMG
388
Brand Asset Management Group
Missouri
$879K -$35.6K -619 -4%
GWM
389
GSB Wealth Management
Connecticut
$876K +$33.3K +580 +4%
VAG
390
VisionPoint Advisory Group
Texas
$870K +$16.7K +290 +2%
AWM
391
Axxcess Wealth Management
California
$865K -$86.2K -1,501 -9%
FFW
392
Fusion Family Wealth
New York
$862K
T
393
Tidemark
California
$861K -$42.7K -743 -5%
SLC
394
Second Line Capital
Louisiana
$857K -$20.2K -352 -2%
AUB
395
Atlantic Union Bankshares
Virginia
$852K -$7.81K -136 -0.9%
GFPC
396
Global Financial Private Client
Florida
$851K +$37.6K +654 +5%
NA
397
Novus Advisors
South Carolina
$837K +$17.5K +305 +2%
EFG
398
Ethos Financial Group
Pennsylvania
$827K
VFS
399
Valpey Financial Services
New Hampshire
$814K +$65.4K +1,139 +9%
HW
400
HORAN Wealth
Ohio
$814K +$115 +2 +0%