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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
MFN
451
Midwest Financial Network
Illinois
$517K +$131K +2,323 +35%
M
452
MOTCO
Texas
$516K
Mercer Global Advisors
453
Mercer Global Advisors
Colorado
$509K -$43.8K -778 -8%
CB
454
Commerce Bank
Missouri
$501K +$116K +2,066 +31%
IWMA
455
Ironwood Wealth Management (Arizona)
Arizona
$500K -$4.79K -85 -1%
OWA
456
Outlook Wealth Advisors
Texas
$499K -$10.7K -190 -2%
DC
457
Davenport & Co
Virginia
$497K +$70.2K +1,246 +17%
AP
458
Americana Partners
Texas
$494K
DWM
459
Destination Wealth Management
California
$491K -$14.8K -263 -3%
LFG
460
Lockerman Financial Group
California
$489K +$1.52K +27 +0.3%
FDW
461
Fourth Dimension Wealth
Ohio
$487K -$11.7K -207 -2%
FPW
462
Flagship Private Wealth
Massachusetts
$482K +$10K +178 +2%
SAI
463
Savvy Advisors Inc
New York
$482K +$248K +4,397 +109%
Neuberger Berman Group
464
Neuberger Berman Group
New York
$482K +$46.2K +820 +11%
SPIA
465
Steward Partners Investment Advisory
New York
$482K +$41K +728 +9%
CA
466
Claro Advisors
Massachusetts
$479K -$27.7K -492 -6%
BWFA
467
Baltimore-Washington Financial Advisors
Maryland
$477K -$3.27K -58 -0.7%
PWS
468
Precision Wealth Strategies
Missouri
$475K -$79.3K -1,407 -14%
GWAG
469
Garrett Wealth Advisory Group
Texas
$468K +$29K +514 +7%
Baird Financial Group
470
Baird Financial Group
Wisconsin
$465K +$38.5K +683 +9%
FWP
471
Falcon Wealth Planning
California
$459K -$563 -10 -0.1%
LWMNY
472
Landmark Wealth Management (New York)
New York
$457K +$27.4K +486 +6%
USCWA
473
U.S. Capital Wealth Advisors
Texas
$450K
TIAM2
474
Tru Independence Asset Management 2
Oregon
$450K -$146K -2,592 -25%
CA
475
Clearstead Advisors
Ohio
$448K -$108K -1,924 -20%

SPMD Hedge Fund Activity: Q3 2025 in Review

730 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2025, worth a combined $12.7B — up 9% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPMD positions and 48 closed out — a net gain of 26 holders — while 342 added to existing stakes and 207 trimmed.

The largest buyer was Creative Planning, adding an estimated $276M. The largest seller was Hancock Prospecting, cutting an estimated $82.5M.

  • 730 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2025, up from 722 in Q2 2025.
  • Funds reported $12.7B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2025, up 9% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2025 and 48 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2025 was Creative Planning, an estimated $276M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2025 was Hancock Prospecting, an estimated $82.5M sold.

Based on aggregated 13F filings for Q3 2025.