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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
VAF
501
Values Added Financial
District of Columbia
$350K
LFS
502
Legacy Financial Strategies
Kansas
$349K
BI
503
Beckerman Institutional
New Jersey
$348K
WAOTB
504
Wealth Advisors of Tampa Bay
Florida
$348K
SIG
505
Spinnaker Investment Group
California
$341K
BWP
506
Balboa Wealth Partners
Arizona
$341K
DWM
507
Diversify Wealth Management
Utah
$340K
VPP
508
Vertex Planning Partners
Illinois
$339K
SFG
509
Sovereign Financial Group
Connecticut
$338K
NP
510
NorthRock Partners
Minnesota
$338K
VFA
511
Valeo Financial Advisors
Indiana
$334K
ACM
512
Advisors Capital Management
New Jersey
$332K
AllianceBernstein
513
AllianceBernstein
Tennessee
$325K
PWP
514
Precedent Wealth Partners
Texas
$322K
OCM
515
Orion Capital Management
California
$321K
SFS
516
Sowell Financial Services
Arkansas
$321K
AMG
517
APS Management Group
California
$317K
APA
518
Astoria Portfolio Advisors
New York
$316K
FIA
519
Foundations Investment Advisors
Arizona
$312K
M
520
MATAURO
New York
$311K
CWA
521
Canvas Wealth Advisors
Kansas
$310K
BFS
522
BridgePort Financial Solutions
Iowa
$307K
TI
523
Truepoint Inc
Ohio
$307K
SWA
524
Sax Wealth Advisors
New Jersey
$304K
AWA
525
Acorn Wealth Advisors
Michigan
$304K