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State Street SPDR Portfolio S&P 400 Mid Cap ETF

723 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 74 funds opening new positions, 339 increasing their positions, 205 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
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
OWA
451
Outlook Wealth Advisors
Texas
$499K
DC
452
Davenport & Co
Virginia
$497K
AP
453
Americana Partners
Texas
$494K
DWM
454
Destination Wealth Management
California
$491K
LFG
455
Lockerman Financial Group
California
$489K
FDW
456
Fourth Dimension Wealth
Ohio
$487K
FPW
457
Flagship Private Wealth
Massachusetts
$482K
SAI
458
Savvy Advisors Inc
New York
$482K
Neuberger Berman Group
459
Neuberger Berman Group
New York
$482K
SPIA
460
Steward Partners Investment Advisory
New York
$482K
CA
461
Claro Advisors
Massachusetts
$479K
BWFA
462
Baltimore-Washington Financial Advisors
Maryland
$477K
PWS
463
Precision Wealth Strategies
Missouri
$475K
GWAG
464
Garrett Wealth Advisory Group
Texas
$468K
Baird Financial Group
465
Baird Financial Group
Wisconsin
$465K
FWP
466
Falcon Wealth Planning
California
$459K
LWMNY
467
Landmark Wealth Management (New York)
New York
$457K
USCWA
468
U.S. Capital Wealth Advisors
Texas
$450K
TIAM2
469
Tru Independence Asset Management 2
Oregon
$450K
CA
470
Clearstead Advisors
Ohio
$448K
LFA
471
Laraway Financial Advisors
Minnesota
$448K
SAS
472
SMI Advisory Services
Indiana
$445K
EW
473
Evoke Wealth
California
$441K
HIA
474
Harbor Investment Advisory
Maryland
$438K
SL
475
SFM LLC
New Hampshire
$431K