SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

775 hedge funds and large institutions have $13.5B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
VBFP
501
Valtinson Bruner Financial Planning
Minnesota
$404K
MWM
502
Marion Wealth Management
Pennsylvania
$402K
SPC
503
Sigma Planning Corp
Michigan
$402K
NL
504
NWAM LLC
Washington
$398K
SPA
505
Sentinel Pension Advisors
Massachusetts
$395K
FFS
506
Founders Financial Securities
Maryland
$391K
DWM
507
Diversify Wealth Management
Utah
$387K
KAS
508
KPP Advisory Services
Kentucky
$386K
SWA
509
Sax Wealth Advisors
New Jersey
$383K
Chevy Chase Trust
510
Chevy Chase Trust
Maryland
$380K
APA
511
Astoria Portfolio Advisors
New York
$378K
AMM
512
American Money Management
California
$377K
SP
513
Stablepoint Partners
Massachusetts
$376K
KWA
514
Kingswood Wealth Advisors
California
$374K
SIG
515
Spinnaker Investment Group
California
$369K
HAM
516
Harmony Asset Management
Arizona
$366K
TWA
517
Tandem Wealth Advisors
Arizona
$360K
VAF
518
Values Added Financial
District of Columbia
$354K
LFS
519
Legacy Financial Strategies
Kansas
$353K
BI
520
Beckerman Institutional
New Jersey
$352K
WAOTB
521
Wealth Advisors of Tampa Bay
Florida
$352K
BWP
522
Balboa Wealth Partners
Arizona
$347K
AO
523
Advisor OS
Illinois
$342K
WF
524
WealthPoint Financial
North Carolina
$341K
MA
525
MJP Associates
Connecticut
$339K