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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
IC
426
IEQ Capital
California
$600K +$394 +7 +0.1%
Natixis Advisors
427
Natixis Advisors
Massachusetts
$590K +$581K +10,309 New
COCM
428
Charter Oak Capital Management
New Hampshire
$586K -$2.48K -44 -0.4%
IPWA
429
International Private Wealth Advisors
California
$585K +$32.7K +580 +6%
PNC Financial Services Group
430
PNC Financial Services Group
Pennsylvania
$584K +$69.5K +1,234 +14%
GWSG
431
GPS Wealth Strategies Group
Colorado
$582K -$103K -1,823 -15%
Renaissance Technologies
432
Renaissance Technologies
New York
$578K -$873K -15,500 -61%
NFP
433
Narus Financial Partners
Utah
$577K +$34.4K +611 +6%
PVI
434
Pine Valley Investments
New Jersey
$574K -$12K -213 -2%
LGW
435
Leslie Global Wealth
Illinois
$571K -$182K -3,237 -24%
Susquehanna International Group
436
Susquehanna International Group
Pennsylvania
$567K -$862K -15,300 -61%
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$560K +$51.7K +918 +10%
CAS
438
Coppell Advisory Solutions
Texas
$552K -$159K -2,829 -23%
LAM
439
L2 Asset Management
Massachusetts
$542K +$199K +3,531 +59%
GA
440
Goldstein Advisors
Wisconsin
$541K +$2.59K +46 +0.5%
TWP
441
Tyche Wealth Partners
Texas
$540K -$12.5K -222 -2%
BWMG
442
Barnes Wealth Management Group
California
$538K +$36.4K +646 +7%
ARC
443
Advisor Resource Council
Texas
$536K +$216K +3,828 +69%
CGFA
444
Colton Groome Financial Advisors
North Carolina
$536K +$338 +6 +0.1%
HCWM
445
Hidden Cove Wealth Management
Washington
$532K
LFS
446
Lutz Financial Services
Nebraska
$530K
BAM
447
Belpointe Asset Management
Nevada
$528K +$135K +2,396 +35%
GWP
448
Gen-Wealth Partners
Michigan
$526K +$518K +9,199 New
OSNBOA
449
Old Second National Bank of Aurora
Illinois
$520K -$2.59K -46 -0.5%
AAS
450
Ameritas Advisory Services
Nebraska
$520K -$505K -8,963 -50%