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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
SP
501
Stablepoint Partners
Massachusetts
$391K
SPA
502
Sentinel Pension Advisors
Massachusetts
$388K +$1.3K +23 +0.3%
MWM
503
Marion Wealth Management
Pennsylvania
$383K +$7.49K +133 +2%
WAM
504
Worth Asset Management
Texas
$380K +$111K +1,969 +42%
FA
505
Fiduciary Alliance
South Carolina
$379K +$114K +2,025 +44%
IWM
506
Iams Wealth Management
Nebraska
$378K +$8.56K +152 +2%
Chevy Chase Trust
507
Chevy Chase Trust
Maryland
$376K
IAG
508
Investmark Advisory Group
Connecticut
$374K
AMM
509
American Money Management
California
$372K -$13K -230 -3%
NL
510
NWAM LLC
Washington
$370K +$33.9K +601 +10%
HAM
511
Harmony Asset Management
Arizona
$361K -$12.7K -225 -3%
VAF
512
Values Added Financial
District of Columbia
$350K -$113 -2 -0%
LFS
513
Legacy Financial Strategies
Kansas
$349K +$225 +4 +0.1%
BI
514
Beckerman Institutional
New Jersey
$348K
WAOTB
515
Wealth Advisors of Tampa Bay
Florida
$348K
SIG
516
Spinnaker Investment Group
California
$341K +$336K +5,968 New
BWP
517
Balboa Wealth Partners
Arizona
$341K -$3.04K -54 -0.9%
DWM
518
Diversify Wealth Management
Utah
$340K +$1.13K +20 +0.3%
VPP
519
Vertex Planning Partners
Illinois
$339K
SFG
520
Sovereign Financial Group
Connecticut
$338K +$3.72K +66 +1%
NP
521
NorthRock Partners
Minnesota
$338K +$333K +5,903 New
VFA
522
Valeo Financial Advisors
Indiana
$334K +$8.85K +157 +3%
SA
523
Scarborough Advisors
Maryland
$334K -$64.8K -1,151 -16%
ACM
524
Advisors Capital Management
New Jersey
$332K +$327K +5,801 New
AllianceBernstein
525
AllianceBernstein
Tennessee
$325K +$320K +5,680 New