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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
FDW
451
Fourth Dimension Wealth
Ohio
$487K
FPW
452
Flagship Private Wealth
Massachusetts
$482K
SAI
453
Savvy Advisors Inc
New York
$482K
Neuberger Berman Group
454
Neuberger Berman Group
New York
$482K
SPIA
455
Steward Partners Investment Advisory
New York
$482K
CA
456
Claro Advisors
Massachusetts
$479K
BWFA
457
Baltimore-Washington Financial Advisors
Maryland
$477K
PWS
458
Precision Wealth Strategies
Missouri
$475K
GWAG
459
Garrett Wealth Advisory Group
Texas
$468K
Baird Financial Group
460
Baird Financial Group
Wisconsin
$465K
FWP
461
Falcon Wealth Planning
California
$459K
LWMNY
462
Landmark Wealth Management (New York)
New York
$457K
USCWA
463
U.S. Capital Wealth Advisors
Texas
$450K
TIAM2
464
Tru Independence Asset Management 2
Oregon
$450K
CA
465
Clearstead Advisors
Ohio
$448K
LFA
466
Laraway Financial Advisors
Minnesota
$448K
SAS
467
SMI Advisory Services
Indiana
$445K
EW
468
Evoke Wealth
California
$441K
HIA
469
Harbor Investment Advisory
Maryland
$438K
SL
470
SFM LLC
New Hampshire
$431K
CRC
471
Curi RMB Capital
Illinois
$421K
AC
472
Apella Capital
Connecticut
$421K
CJ
473
Caitlin John
Michigan
$420K
IWN
474
Independent Wealth Network
Iowa
$420K
VBFP
475
Valtinson Bruner Financial Planning
Minnesota
$418K