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State Street SPDR Portfolio S&P 400 Mid Cap ETF

775 hedge funds and large institutions have $13.5B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
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
FA
451
Fiduciary Alliance
South Carolina
$550K
CGFA
452
Colton Groome Financial Advisors
North Carolina
$548K
GA
453
Goldstein Advisors
Wisconsin
$547K
FDW
454
Fourth Dimension Wealth
Ohio
$545K
DC
455
Davenport & Co
Virginia
$544K
SPIA
456
Steward Partners Investment Advisory
New York
$542K
PNC Financial Services Group
457
PNC Financial Services Group
Pennsylvania
$539K
LFS
458
Lutz Financial Services
Nebraska
$536K
LFA
459
Laraway Financial Advisors
Minnesota
$532K
HCWM
460
Hidden Cove Wealth Management
Washington
$528K
OSNBOA
461
Old Second National Bank of Aurora
Illinois
$524K
M
462
MOTCO
Texas
$523K
SFC
463
Strategic Financial Concepts
Texas
$519K
SCM
464
Sollinda Capital Management
Florida
$519K
OWA
465
Outlook Wealth Advisors
Texas
$514K
CB
466
Commerce Bank
Missouri
$513K
KFGK
467
Keystone Financial Group (Kentucky)
Kentucky
$512K
LFG
468
Lockerman Financial Group
California
$511K
IWMA
469
Ironwood Wealth Management (Arizona)
Arizona
$507K
JPG
470
Jordan Park Group
California
$504K
TWP
471
Tyche Wealth Partners
Texas
$501K
AP
472
Americana Partners
Texas
$500K
GWAG
473
Garrett Wealth Advisory Group
Texas
$493K
Neuberger Berman Group
474
Neuberger Berman Group
New York
$488K
CFG
475
Capital Financial Group
Colorado
$484K