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State Street SPDR Portfolio S&P 400 Mid Cap ETF

730 hedge funds and large institutions have $12.7B 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, 342 increasing their positions, 207 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 207

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.04B)

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

1% more funds holding

Funds holding: 722730 (+8)

1.02% less ownership

Funds ownership: 88.31%87.29% (-1%)

Holders
730
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.58%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.72%
New
74
Increased
342
Reduced
207
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
476
Laraway Financial Advisors
Minnesota
$448K +$62.1K +1,103 +16%
SAS
477
SMI Advisory Services
Indiana
$445K -$19.9K -353 -4%
EW
478
Evoke Wealth
California
$441K
HIA
479
Harbor Investment Advisory
Maryland
$438K +$2.2K +39 +0.5%
SL
480
SFM LLC
New Hampshire
$431K
CRC
481
Curi RMB Capital
Illinois
$421K
AC
482
Apella Capital
Connecticut
$421K -$6.59K -117 -2%
CJ
483
Caitlin John
Michigan
$420K +$114K +2,015 +38%
IWN
484
Independent Wealth Network
Iowa
$420K -$7.21K -128 -2%
VBFP
485
Valtinson Bruner Financial Planning
Minnesota
$418K -$4K -71 -1%
FLPIM
486
F.L. Putnam Investment Management
Massachusetts
$418K -$5.35K -95 -1%
SFFS
487
Stonehage Fleming Financial Services
Jersey
$416K
OFG
488
Opulen Financial Group
Virginia
$415K -$5.46K -97 -1%
AWM
489
Absher Wealth Management
North Carolina
$415K +$409K +7,251 New
WIM
490
Westside Investment Management
California
$413K +$372K +6,610 +1,130%
MAM
491
Mystic Asset Management
Rhode Island
$410K +$33.2K +590 +9%
LFAS
492
Level Four Advisory Services
Texas
$408K +$507 +9 +0.1%
CFD
493
Creative Financial Designs
Indiana
$406K -$326K -5,794 -45%
EC
494
Estate Counselors
Wisconsin
$402K
TYCC
495
Texas Yale Capital Corp
Florida
$397K -$11.3K -200 -3%
TDC
496
Thompson Davis & Co
Virginia
$397K
SPC
497
Sigma Planning Corp
Michigan
$396K -$59.2K -1,050 -13%
SWM
498
Silverlake Wealth Management
Vermont
$395K -$38.8K -688 -9%
BJL
499
Brighton Jones LLC
Washington
$393K -$7.78K -138 -2%
ZIM
500
Zacks Investment Management
Illinois
$392K +$127K +2,260 +49%