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State Street SPDR Portfolio S&P 400 Mid Cap ETF

793 hedge funds and large institutions have $13.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 366 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 37

64% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 223

9% more funds holding

Funds holding: 730793 (+63)

8% more capital invested

Capital invested by funds: $12.7B → $13.6B (+$994M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.68% more ownership

Funds ownership: 87.29%90.96% (+3.7%)

Holders
793
Holders Change
+63
Holders Change %
+8.63%
% of All Funds
9.65%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
106
Increased
366
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Destination Wealth Management
California
$431K -$64.7K -1,127 -13%
MAM
502
Mystic Asset Management
Rhode Island
$431K +$15.8K +275 +4%
SAS
503
SMI Advisory Services
Indiana
$430K -$36.6K -637 -8%
IWN
504
Independent Wealth Network
Iowa
$429K +$3.96K +69 +0.9%
TDC
505
Thompson Davis & Co
Virginia
$427K +$24.4K +425 +6%
CRC
506
Curi RMB Capital
Illinois
$427K +$57 +1 +0%
HIA
507
Harbor Investment Advisory
Maryland
$425K -$18.6K -324 -4%
BWFA
508
Baltimore-Washington Financial Advisors
Maryland
$424K -$58.3K -1,015 -12%
SFFS
509
Stonehage Fleming Financial Services
Jersey
$421K
FLPIM
510
F.L. Putnam Investment Management
Massachusetts
$412K -$11.3K -196 -3%
WIM
511
Westside Investment Management
California
$412K -$9.99K -174 -2%
RMDI
512
R.M. Davis Inc
Maine
$411K -$216K -3,755 -35%
VBFP
513
Valtinson Bruner Financial Planning
Minnesota
$404K -$18.8K -327 -4%
MWM
514
Marion Wealth Management
Pennsylvania
$402K -$5.92K -103 -2%
SPC
515
Sigma Planning Corp
Michigan
$402K +$1.49K +26 +0.4%
NL
516
NWAM LLC
Washington
$398K +$4.48K +78 +1%
SPA
517
Sentinel Pension Advisors
Massachusetts
$395K +$1.44K +25 +0.4%
FFS
518
Founders Financial Securities
Maryland
$391K +$387K +6,744 New
DWM
519
Diversify Wealth Management
Utah
$387K +$21.9K +382 +6%
KAS
520
KPP Advisory Services
Kentucky
$386K +$121K +2,109 +46%
SWA
521
Sax Wealth Advisors
New Jersey
$383K +$74.5K +1,297 +24%
Chevy Chase Trust
522
Chevy Chase Trust
Maryland
$380K
APA
523
Astoria Portfolio Advisors
New York
$378K +$34.6K +603 +11%
AMM
524
American Money Management
California
$377K
SP
525
Stablepoint Partners
Massachusetts
$376K -$20.2K -351 -5%