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State Street SPDR Portfolio S&P 400 Mid Cap ETF

775 hedge funds and large institutions have $13.5B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
MWM
401
MGB Wealth Management
Texas
$774K
LEA
402
Legacy Edge Advisors
New York
$774K
PPC
403
Park Place Capital
Alabama
$770K
FMI
404
F/M Investments
District of Columbia
$768K
SMC
405
Smith, Moore & Co
Missouri
$767K
FFO
406
Fortitude Family Office
Arizona
$764K
Comerica Bank
407
Comerica Bank
Texas
$750K
AWA
408
Arete Wealth Advisors
Illinois
$750K
EFL
409
ERn Financial LLC
Wisconsin
$749K
IJWM
410
Inman Jager Wealth Management
Mississippi
$747K
CJ
411
Caitlin John
Michigan
$743K
VF
412
Vawter Financial
Ohio
$738K
DW30
413
Drucker Wealth 3.0
New Jersey
$736K
HSA
414
HBK Sorce Advisory
Pennsylvania
$736K
SMA
415
Sage Mountain Advisors
Georgia
$725K
AG
416
Ascent Group
Virginia
$719K
ACA
417
Atlas Capital Advisors
Wyoming
$709K
WIM
418
WealthPlan Investment Management
Nebraska
$707K
TFCP
419
Twin Focus Capital Partners
Massachusetts
$707K
PA
420
PFG Advisors
Arizona
$704K
MWM
421
Maridea Wealth Management
New York
$698K
ACM
422
Anfield Capital Management
California
$687K
PWA
423
Perspective Wealth Advisors
Colorado
$686K
SEA
424
Stegent Equity Advisors
Texas
$676K
Mercer Global Advisors
425
Mercer Global Advisors
Colorado
$675K