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State Street SPDR Portfolio S&P 400 Mid Cap ETF

793 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 106 funds opening new positions, 366 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 37

64% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 223

9% more funds holding

Funds holding: 730793 (+63)

8% more capital invested

Capital invested by funds: $12.7B → $13.6B (+$994M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.68% more ownership

Funds ownership: 87.29%90.96% (+3.7%)

Holders
793
Holders Change
+63
Holders Change %
+8.63%
% of All Funds
9.65%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
106
Increased
366
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
451
Flagship Private Wealth
Massachusetts
$602K +$112K +1,957 +23%
COCM
452
Charter Oak Capital Management
New Hampshire
$600K +$6.49K +113 +1%
GWM
453
Gilpin Wealth Management
Colorado
$599K +$594K +10,339 New
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$595K +$27.9K +486 +5%
AAS
455
Ameritas Advisory Services
Nebraska
$588K +$61K +1,062 +12%
PVI
456
Pine Valley Investments
New Jersey
$581K +$460 +8 +0.1%
Empower Advisory Group
457
Empower Advisory Group
Colorado
$575K -$273K -4,755 -32%
VVP
458
Venture Visionary Partners
Ohio
$571K +$332K +5,787 +142%
LFAS
459
Level Four Advisory Services
Texas
$570K +$155K +2,695 +38%
LGW
460
Leslie Global Wealth
Illinois
$562K -$16.8K -292 -3%
GWP
461
Gen-Wealth Partners
Michigan
$560K +$27.2K +474 +5%
NFP
462
Narus Financial Partners
Utah
$554K -$30K -523 -5%
FA
463
Fiduciary Alliance
South Carolina
$550K +$165K +2,878 +43%
CGFA
464
Colton Groome Financial Advisors
North Carolina
$548K +$5.46K +95 +1%
GA
465
Goldstein Advisors
Wisconsin
$547K
FDW
466
Fourth Dimension Wealth
Ohio
$545K +$51K +888 +10%
DC
467
Davenport & Co
Virginia
$544K +$40.9K +712 +8%
SPIA
468
Steward Partners Investment Advisory
New York
$542K +$53.8K +936 +11%
PNC Financial Services Group
469
PNC Financial Services Group
Pennsylvania
$539K -$51.8K -901 -9%
LFS
470
Lutz Financial Services
Nebraska
$536K
LFA
471
Laraway Financial Advisors
Minnesota
$532K +$77.8K +1,354 +17%
HCWM
472
Hidden Cove Wealth Management
Washington
$528K -$10.2K -178 -2%
OSNBOA
473
Old Second National Bank of Aurora
Illinois
$524K -$2.58K -45 -0.5%
M
474
MOTCO
Texas
$523K
SFC
475
Strategic Financial Concepts
Texas
$519K -$1.05M -18,219 -67%