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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
LGW
426
Leslie Global Wealth
Illinois
$571K
Susquehanna International Group
427
Susquehanna International Group
Pennsylvania
$567K
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$560K
CAS
429
Coppell Advisory Solutions
Texas
$552K
LAM
430
L2 Asset Management
Massachusetts
$542K
GA
431
Goldstein Advisors
Wisconsin
$541K
TWP
432
Tyche Wealth Partners
Texas
$540K
BWMG
433
Barnes Wealth Management Group
California
$538K
ARC
434
Advisor Resource Council
Texas
$536K
CGFA
435
Colton Groome Financial Advisors
North Carolina
$536K
HCWM
436
Hidden Cove Wealth Management
Washington
$532K
LFS
437
Lutz Financial Services
Nebraska
$530K
BAM
438
Belpointe Asset Management
Nevada
$528K
GWP
439
Gen-Wealth Partners
Michigan
$526K
OSNBOA
440
Old Second National Bank of Aurora
Illinois
$520K
AAS
441
Ameritas Advisory Services
Nebraska
$520K
M
442
MOTCO
Texas
$516K
Mercer Global Advisors
443
Mercer Global Advisors
Colorado
$509K
CB
444
Commerce Bank
Missouri
$501K
IWMA
445
Ironwood Wealth Management (Arizona)
Arizona
$500K
OWA
446
Outlook Wealth Advisors
Texas
$499K
DC
447
Davenport & Co
Virginia
$497K
AP
448
Americana Partners
Texas
$494K
DWM
449
Destination Wealth Management
California
$491K
LFG
450
Lockerman Financial Group
California
$489K