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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
ACA
426
Atlas Capital Advisors
Wyoming
$709K +$703K +12,235 New
WIM
427
WealthPlan Investment Management
Nebraska
$707K -$11.4K -199 -2%
TFCP
428
Twin Focus Capital Partners
Massachusetts
$707K
PA
429
PFG Advisors
Arizona
$704K +$26.4K +459 +4%
MWM
430
Maridea Wealth Management
New York
$698K +$13.2K +229 +2%
ACM
431
Anfield Capital Management
California
$687K
PWA
432
Perspective Wealth Advisors
Colorado
$686K +$680K +11,839 New
SEA
433
Stegent Equity Advisors
Texas
$676K -$9.65K -168 -1%
Mercer Global Advisors
434
Mercer Global Advisors
Colorado
$675K +$159K +2,768 +31%
CC
435
Courier Capital
New York
$671K +$19.9K +346 +3%
JIC
436
Johnson Investment Counsel
Ohio
$668K +$57 +1 +0%
JF
437
Jump Financial
Illinois
$666K +$20.4K +356 +3%
UCM
438
Up Capital Management
California
$664K +$659K +11,468 New
BFG
439
Bleakley Financial Group
New Jersey
$664K +$659K +11,467 New
SAM
440
Securian Asset Management
Minnesota
$649K -$17.2K -300 -3%
IPWA
441
International Private Wealth Advisors
California
$644K +$51.4K +894 +9%
MMHP
442
Murphy Middleton Hinkle & Parker
Georgia
$626K +$284K +4,947 New
IC
443
IEQ Capital
California
$625K +$17.8K +310 +3%
PS
444
Principal Securities
Iowa
$625K +$388K +6,756 +167%
IPA
445
Investment Planning Advisors
Georgia
$623K -$20K -349 -3%
SF
446
Summit Financial
New Jersey
$620K +$615K +10,702 New
RWP
447
Revolve Wealth Partners
New Jersey
$616K
WAS
448
Westco Advisory Services
New York
$614K +$609K +10,605 New
MWA
449
Medallion Wealth Advisors
Connecticut
$613K -$23.2K -404 -4%
Natixis Advisors
450
Natixis Advisors
Massachusetts
$604K +$6.78K +118 +1%