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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
VFS
401
Valpey Financial Services
New Hampshire
$739K -$7.44K -132 -1%
FMI
402
F/M Investments
District of Columbia
$733K -$18.6K -331 -3%
VF
403
Vawter Financial
Ohio
$729K +$718K +12,747 New
AG
404
Ascent Group
Virginia
$728K -$14.1K -251 -2%
WIM
405
WealthPlan Investment Management
Nebraska
$710K -$17.2K -305 -2%
AWA
406
Arete Wealth Advisors
Illinois
$705K +$184K +3,272 +36%
TFCP
407
Twin Focus Capital Partners
Massachusetts
$698K
DW30
408
Drucker Wealth 3.0
New Jersey
$694K -$12.4K -220 -2%
ACM
409
Anfield Capital Management
California
$678K
SEA
410
Stegent Equity Advisors
Texas
$677K -$186K -3,293 -22%
MWM
411
Maridea Wealth Management
New York
$676K +$666K +11,816 New
TMWM
412
Taylor & Morgan Wealth Management
Michigan
$671K +$229K +4,067 +53%
PA
413
PFG Advisors
Arizona
$669K -$37.2K -660 -5%
HSA
414
HBK Sorce Advisory
Pennsylvania
$667K +$563 +10 +0.1%
JIC
415
Johnson Investment Counsel
Ohio
$659K +$11.2K +199 +2%
SAM
416
Securian Asset Management
Minnesota
$658K +$197K +3,500 +44%
Comerica Bank
417
Comerica Bank
Texas
$656K +$12.2K +217 +2%
CC
418
Courier Capital
New York
$643K +$23.5K +417 +4%
JF
419
Jump Financial
Illinois
$638K -$2.39M -42,448 -79%
Bank of Montreal
420
Bank of Montreal
Ontario, Canada
$635K +$1.24K +22 +0.2%
IPA
421
Investment Planning Advisors
Georgia
$635K -$4.68K -83 -0.7%
MWA
422
Medallion Wealth Advisors
Connecticut
$628K -$7.55K -134 -1%
SAM
423
Synergy Asset Management
Washington
$624K +$423K +7,515 +200%
RMDI
424
R.M. Davis Inc
Maine
$621K +$611K +10,851 New
RWP
425
Revolve Wealth Partners
New Jersey
$608K