SPMD icon

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
PAG
26
Private Advisor Group
New Jersey
$51.6M
JFA
27
JNBA Financial Advisors
Minnesota
$49.2M
KOC
28
Koss-Olinger Consulting
Florida
$47.2M
HWA
29
HHM Wealth Advisors
Tennessee
$46.3M
Wells Fargo
30
Wells Fargo
California
$44.8M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$43.8M
ACM
32
AlphaStar Capital Management
North Carolina
$42.2M
PWA
33
Peterson Wealth Advisors
Utah
$41.9M
1WM
34
1900 Wealth Management
Texas
$39.6M
WFPG
35
Waller Financial Planning Group
Ohio
$38.9M
William Blair & Company
36
William Blair & Company
Illinois
$38.7M
GVAG
37
Great Valley Advisor Group
Delaware
$37.5M
VC
38
Vicus Capital
Pennsylvania
$36.8M
RIS
39
Retirement Income Solutions
Michigan
$35.3M
RWM
40
RKL Wealth Management
Pennsylvania
$34M
FFA
41
Farther Finance Advisors
California
$33.5M
IPW
42
Impact Partnership Wealth
Georgia
$33.1M
BF
43
BOK Financial
Oklahoma
$31.9M
MMA
44
Miracle Mile Advisors
California
$30.5M
APWA
45
Atlas Private Wealth Advisors
New Jersey
$30.1M
EH
46
Equitable Holdings
New York
$27.7M
GRP
47
Global Retirement Partners
California
$27.3M
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$27.1M
MML Investors Services
49
MML Investors Services
Massachusetts
$26.2M
Corient Private Wealth
50
Corient Private Wealth
Florida
$25.9M