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State Street SPDR Portfolio S&P 400 Mid Cap ETF

719 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 74 funds opening new positions, 337 increasing their positions, 205 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
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
AG
401
Ascent Group
Virginia
$728K
WIM
402
WealthPlan Investment Management
Nebraska
$710K
AWA
403
Arete Wealth Advisors
Illinois
$705K
TFCP
404
Twin Focus Capital Partners
Massachusetts
$698K
DW30
405
Drucker Wealth 3.0
New Jersey
$694K
ACM
406
Anfield Capital Management
California
$678K
SEA
407
Stegent Equity Advisors
Texas
$677K
MWM
408
Maridea Wealth Management
New York
$676K
TMWM
409
Taylor & Morgan Wealth Management
Michigan
$671K
PA
410
PFG Advisors
Arizona
$669K
HSA
411
HBK Sorce Advisory
Pennsylvania
$667K
JIC
412
Johnson Investment Counsel
Ohio
$659K
SAM
413
Securian Asset Management
Minnesota
$658K
Comerica Bank
414
Comerica Bank
Texas
$656K
CC
415
Courier Capital
New York
$643K
JF
416
Jump Financial
Illinois
$638K
Bank of Montreal
417
Bank of Montreal
Ontario, Canada
$635K
IPA
418
Investment Planning Advisors
Georgia
$635K
SAM
419
Synergy Asset Management
Washington
$624K
RMDI
420
R.M. Davis Inc
Maine
$621K
RWP
421
Revolve Wealth Partners
New Jersey
$608K
IC
422
IEQ Capital
California
$600K
Natixis Advisors
423
Natixis Advisors
Massachusetts
$590K
COCM
424
Charter Oak Capital Management
New Hampshire
$586K
IPWA
425
International Private Wealth Advisors
California
$585K