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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
CA
476
Claro Advisors
Massachusetts
$481K
Baird Financial Group
477
Baird Financial Group
Wisconsin
$471K
FWP
478
Falcon Wealth Planning
California
$464K
EW
479
Evoke Wealth
California
$461K
USCWA
480
U.S. Capital Wealth Advisors
Texas
$457K
TIAM2
481
Tru Independence Asset Management 2
Oregon
$455K
TYCC
482
Texas Yale Capital Corp
Florida
$455K
AC
483
Apella Capital
Connecticut
$452K
CFD
484
Creative Financial Designs
Indiana
$451K
CA
485
Clearstead Advisors
Ohio
$449K
OFG
486
Opulen Financial Group
Virginia
$442K
LWMNY
487
Landmark Wealth Management (New York)
New York
$442K
SL
488
SFM LLC
New Hampshire
$434K
DWM
489
Destination Wealth Management
California
$431K
MAM
490
Mystic Asset Management
Rhode Island
$431K
SAS
491
SMI Advisory Services
Indiana
$430K
IWN
492
Independent Wealth Network
Iowa
$429K
TDC
493
Thompson Davis & Co
Virginia
$427K
CRC
494
Curi RMB Capital
Illinois
$427K
HIA
495
Harbor Investment Advisory
Maryland
$425K
BWFA
496
Baltimore-Washington Financial Advisors
Maryland
$424K
SFFS
497
Stonehage Fleming Financial Services
Jersey
$421K
FLPIM
498
F.L. Putnam Investment Management
Massachusetts
$412K
WIM
499
Westside Investment Management
California
$412K
RMDI
500
R.M. Davis Inc
Maine
$411K