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State Street SPDR Portfolio S&P 400 Mid Cap ETF

723 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 74 funds opening new positions, 339 increasing their positions, 205 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
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
IWM
501
Iams Wealth Management
Nebraska
$378K
Chevy Chase Trust
502
Chevy Chase Trust
Maryland
$376K
IAG
503
Investmark Advisory Group
Connecticut
$374K
AMM
504
American Money Management
California
$372K
NL
505
NWAM LLC
Washington
$370K
HAM
506
Harmony Asset Management
Arizona
$361K
VAF
507
Values Added Financial
District of Columbia
$350K
LFS
508
Legacy Financial Strategies
Kansas
$349K
BI
509
Beckerman Institutional
New Jersey
$348K
WAOTB
510
Wealth Advisors of Tampa Bay
Florida
$348K
SIG
511
Spinnaker Investment Group
California
$341K
BWP
512
Balboa Wealth Partners
Arizona
$341K
DWM
513
Diversify Wealth Management
Utah
$340K
VPP
514
Vertex Planning Partners
Illinois
$339K
SFG
515
Sovereign Financial Group
Connecticut
$338K
NP
516
NorthRock Partners
Minnesota
$338K
VFA
517
Valeo Financial Advisors
Indiana
$334K
SA
518
Scarborough Advisors
Maryland
$334K
ACM
519
Advisors Capital Management
New Jersey
$332K
AllianceBernstein
520
AllianceBernstein
Tennessee
$325K
PWP
521
Precedent Wealth Partners
Texas
$322K
OCM
522
Orion Capital Management
California
$321K
SFS
523
Sowell Financial Services
Arkansas
$321K
AMG
524
APS Management Group
California
$317K
APA
525
Astoria Portfolio Advisors
New York
$316K