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State Street SPDR Portfolio S&P 400 Mid Cap ETF

792 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, 365 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: 365 | Existing positions reduced: 223

9% more funds holding

Funds holding: 729792 (+63)

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$993M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.67% more ownership

Funds ownership: 87.27%90.94% (+3.7%)

Holders
792
Holders Change
+63
Holders Change %
+8.64%
% of All Funds
9.64%
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
365
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
AlphaStar Capital Management
North Carolina
$54.8M +$11.9M +207,407 +28%
Corient Private Wealth
27
Corient Private Wealth
Florida
$54.7M +$28.3M +492,506 +109%
Goldman Sachs
28
Goldman Sachs
New York
$52.5M -$91K -1,584 -0.2%
JFA
29
JNBA Financial Advisors
Minnesota
$51.3M +$1.39M +24,186 +3%
KOC
30
Koss-Olinger Consulting
Florida
$51.2M +$981K +17,070 +2%
VC
31
Vicus Capital
Pennsylvania
$51M +$13.7M +237,930 +37%
PAG
32
Private Advisor Group
New Jersey
$50.5M -$1.7M -29,632 -3%
GT
33
Greenleaf Trust
Michigan
$46.4M +$42.7M +743,806 +1,293%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$46M +$1.64M +28,623 +4%
HWA
35
HHM Wealth Advisors
Tennessee
$45.2M -$1.6M -27,789 -3%
1WM
36
1900 Wealth Management
Texas
$43.1M +$2.98M +51,897 +8%
PWA
37
Peterson Wealth Advisors
Utah
$42.6M +$107K +1,867 +0.3%
RWM
38
RKL Wealth Management
Pennsylvania
$41.2M +$6.73M +117,200 +20%
RIS
39
Retirement Income Solutions
Michigan
$40.7M +$4.86M +84,538 +14%
William Blair & Company
40
William Blair & Company
Illinois
$40M +$810K +14,100 +2%
GVAG
41
Great Valley Advisor Group
Delaware
$39.5M +$1.53M +26,649 +4%
FFA
42
Farther Finance Advisors
California
$38.8M +$4.81M +83,711 +14%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$38.4M +$37.2M +648,370 +4,299%
IPW
44
Impact Partnership Wealth
Georgia
$37.1M +$3.64M +63,368 +11%
MMA
45
Miracle Mile Advisors
California
$36.5M +$5.59M +97,288 +18%
BF
46
BOK Financial
Oklahoma
$32.1M -$260K -4,531 -0.8%
APWA
47
Atlas Private Wealth Advisors
New Jersey
$31.9M +$1.42M +24,742 +5%
EH
48
Equitable Holdings
New York
$30.5M +$2.43M +42,267 +9%
Raymond James Financial
49
Raymond James Financial
Florida
$29.2M +$4.72M +82,211 +19%
MML Investors Services
50
MML Investors Services
Massachusetts
$28.7M +$2.09M +36,306 +8%