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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
TFCP
401
Twin Focus Capital Partners
Massachusetts
$698K
DW30
402
Drucker Wealth 3.0
New Jersey
$694K
ACM
403
Anfield Capital Management
California
$678K
SEA
404
Stegent Equity Advisors
Texas
$677K
MWM
405
Maridea Wealth Management
New York
$676K
TMWM
406
Taylor & Morgan Wealth Management
Michigan
$671K
PA
407
PFG Advisors
Arizona
$669K
HSA
408
HBK Sorce Advisory
Pennsylvania
$667K
JIC
409
Johnson Investment Counsel
Ohio
$659K
SAM
410
Securian Asset Management
Minnesota
$658K
Comerica Bank
411
Comerica Bank
Texas
$656K
CC
412
Courier Capital
New York
$643K
JF
413
Jump Financial
Illinois
$638K
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$635K
IPA
415
Investment Planning Advisors
Georgia
$635K
SAM
416
Synergy Asset Management
Washington
$624K
RMDI
417
R.M. Davis Inc
Maine
$621K
RWP
418
Revolve Wealth Partners
New Jersey
$608K
IC
419
IEQ Capital
California
$600K
Natixis Advisors
420
Natixis Advisors
Massachusetts
$590K
COCM
421
Charter Oak Capital Management
New Hampshire
$586K
IPWA
422
International Private Wealth Advisors
California
$585K
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$584K
GWSG
424
GPS Wealth Strategies Group
Colorado
$582K
Renaissance Technologies
425
Renaissance Technologies
New York
$578K