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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
SCM
476
Sollinda Capital Management
Florida
$519K -$337K -5,870 -40%
OWA
477
Outlook Wealth Advisors
Texas
$514K +$9.19K +160 +2%
CB
478
Commerce Bank
Missouri
$513K +$6.49K +113 +1%
KFGK
479
Keystone Financial Group (Kentucky)
Kentucky
$512K -$97.6K -1,699 -16%
LFG
480
Lockerman Financial Group
California
$511K +$15.6K +271 +3%
IWMA
481
Ironwood Wealth Management (Arizona)
Arizona
$507K +$632 +11 +0.1%
JPG
482
Jordan Park Group
California
$504K +$500K +8,698 New
TWP
483
Tyche Wealth Partners
Texas
$501K -$45.5K -792 -8%
AP
484
Americana Partners
Texas
$500K +$57 +1 +0%
GWAG
485
Garrett Wealth Advisory Group
Texas
$493K +$18.7K +325 +4%
Neuberger Berman Group
486
Neuberger Berman Group
New York
$488K
CFG
487
Capital Financial Group
Colorado
$484K +$480K +8,360 New
CA
488
Claro Advisors
Massachusetts
$481K -$4.37K -76 -0.9%
Baird Financial Group
489
Baird Financial Group
Wisconsin
$471K
FWP
490
Falcon Wealth Planning
California
$464K -$172 -3 -0%
EW
491
Evoke Wealth
California
$461K +$14.3K +249 +3%
USCWA
492
U.S. Capital Wealth Advisors
Texas
$457K +$862 +15 +0.2%
TIAM2
493
Tru Independence Asset Management 2
Oregon
$455K
TYCC
494
Texas Yale Capital Corp
Florida
$455K +$51.7K +900 +13%
AC
495
Apella Capital
Connecticut
$452K +$20.1K +350 +5%
CFD
496
Creative Financial Designs
Indiana
$451K +$39.5K +687 +10%
CA
497
Clearstead Advisors
Ohio
$449K -$5K -87 -1%
OFG
498
Opulen Financial Group
Virginia
$442K +$21.7K +378 +5%
LWMNY
499
Landmark Wealth Management (New York)
New York
$442K -$21.1K -368 -5%
SL
500
SFM LLC
New Hampshire
$434K -$2.47K -43 -0.6%