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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 106 funds opening new positions, 366 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 37

64% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 223

9% more funds holding

Funds holding: 730793 (+63)

8% more capital invested

Capital invested by funds: $12.7B → $13.6B (+$994M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.68% more ownership

Funds ownership: 87.29%90.96% (+3.7%)

Holders
793
Holders Change
+63
Holders Change %
+8.63%
% 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
106
Increased
366
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$812K
WPW
402
Watershed Private Wealth
Illinois
$812K -$230 -4 -0%
Bessemer Group
403
Bessemer Group
New Jersey
$796K -$3.79K -66 -0.5%
S
404
Sachetta
Massachusetts
$791K -$41.6K -724 -5%
AA
405
Advisory Alpha
Michigan
$785K -$2.01K -35 -0.3%
TSS
406
Two Sigma Securities
New York
$785K +$778K +13,550 New
WPC
407
White Pine Capital
Minnesota
$782K
TMWM
408
Taylor & Morgan Wealth Management
Michigan
$780K +$100K +1,749 +15%
AFG
409
Arkansas Financial Group
Arkansas
$776K -$31.7K -552 -4%
MWM
410
MGB Wealth Management
Texas
$774K +$1.21K +21 +0.2%
LEA
411
Legacy Edge Advisors
New York
$774K +$768K +13,367 New
PPC
412
Park Place Capital
Alabama
$770K +$2.81K +49 +0.4%
FMI
413
F/M Investments
District of Columbia
$768K +$25.6K +445 +3%
SMC
414
Smith, Moore & Co
Missouri
$767K
FFO
415
Fortitude Family Office
Arizona
$764K -$10.2K -177 -1%
Comerica Bank
416
Comerica Bank
Texas
$750K +$85.3K +1,485 +13%
AWA
417
Arete Wealth Advisors
Illinois
$750K +$34.2K +595 +5%
EFL
418
ERn Financial LLC
Wisconsin
$749K -$2.99K -52 -0.4%
IJWM
419
Inman Jager Wealth Management
Mississippi
$747K +$506K +8,806 +215%
CJ
420
Caitlin John
Michigan
$743K +$315K +5,485 +75%
VF
421
Vawter Financial
Ohio
$738K
DW30
422
Drucker Wealth 3.0
New Jersey
$736K +$33.3K +580 +5%
HSA
423
HBK Sorce Advisory
Pennsylvania
$736K
SMA
424
Sage Mountain Advisors
Georgia
$725K -$46.2K -804 -6%
AG
425
Ascent Group
Virginia
$719K -$18.7K -325 -3%