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State Street SPDR Portfolio S&P 400 Mid Cap ETF

719 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, 337 increasing their positions, 205 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
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
Chevy Chase Trust
501
Chevy Chase Trust
Maryland
$376K
IAG
502
Investmark Advisory Group
Connecticut
$374K
AMM
503
American Money Management
California
$372K
HAM
504
Harmony Asset Management
Arizona
$361K
VAF
505
Values Added Financial
District of Columbia
$350K
LFS
506
Legacy Financial Strategies
Kansas
$349K
BI
507
Beckerman Institutional
New Jersey
$348K
WAOTB
508
Wealth Advisors of Tampa Bay
Florida
$348K
SIG
509
Spinnaker Investment Group
California
$341K
BWP
510
Balboa Wealth Partners
Arizona
$341K
DWM
511
Diversify Wealth Management
Utah
$340K
VPP
512
Vertex Planning Partners
Illinois
$339K
SFG
513
Sovereign Financial Group
Connecticut
$338K
NP
514
NorthRock Partners
Minnesota
$338K
VFA
515
Valeo Financial Advisors
Indiana
$334K
ACM
516
Advisors Capital Management
New Jersey
$332K
AllianceBernstein
517
AllianceBernstein
Tennessee
$325K
PWP
518
Precedent Wealth Partners
Texas
$322K
OCM
519
Orion Capital Management
California
$321K
SFS
520
Sowell Financial Services
Arkansas
$321K
AMG
521
APS Management Group
California
$317K
APA
522
Astoria Portfolio Advisors
New York
$316K
FIA
523
Foundations Investment Advisors
Arizona
$312K
M
524
MATAURO
New York
$311K
CWA
525
Canvas Wealth Advisors
Kansas
$310K