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State Street SPDR Portfolio S&P 400 Mid Cap ETF

783 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 103 funds opening new positions, 361 increasing their positions, 222 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
ACM
426
Anfield Capital Management
California
$687K
PWA
427
Perspective Wealth Advisors
Colorado
$686K
SEA
428
Stegent Equity Advisors
Texas
$676K
Mercer Global Advisors
429
Mercer Global Advisors
Colorado
$675K
CC
430
Courier Capital
New York
$671K
JIC
431
Johnson Investment Counsel
Ohio
$668K
JF
432
Jump Financial
Illinois
$666K
UCM
433
Up Capital Management
California
$664K
BFG
434
Bleakley Financial Group
New Jersey
$664K
SAM
435
Securian Asset Management
Minnesota
$649K
IPWA
436
International Private Wealth Advisors
California
$644K
MMHP
437
Murphy Middleton Hinkle & Parker
Georgia
$626K
IC
438
IEQ Capital
California
$625K
PS
439
Principal Securities
Iowa
$625K
IPA
440
Investment Planning Advisors
Georgia
$623K
SF
441
Summit Financial
New Jersey
$620K
RWP
442
Revolve Wealth Partners
New Jersey
$616K
Natixis Advisors
443
Natixis Advisors
Massachusetts
$604K
FPW
444
Flagship Private Wealth
Massachusetts
$602K
COCM
445
Charter Oak Capital Management
New Hampshire
$600K
GWM
446
Gilpin Wealth Management
Colorado
$599K
OSAM
447
O'Shaughnessy Asset Management
Connecticut
$595K
AAS
448
Ameritas Advisory Services
Nebraska
$588K
PVI
449
Pine Valley Investments
New Jersey
$581K
Empower Advisory Group
450
Empower Advisory Group
Colorado
$575K