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State Street SPDR Portfolio S&P 400 Mid Cap ETF

783 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 103 funds opening new positions, 361 increasing their positions, 222 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
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
BWFA
501
Baltimore-Washington Financial Advisors
Maryland
$424K
SFFS
502
Stonehage Fleming Financial Services
Jersey
$421K
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$412K
WIM
504
Westside Investment Management
California
$412K
RMDI
505
R.M. Davis Inc
Maine
$411K
VBFP
506
Valtinson Bruner Financial Planning
Minnesota
$404K
MWM
507
Marion Wealth Management
Pennsylvania
$402K
SPC
508
Sigma Planning Corp
Michigan
$402K
NL
509
NWAM LLC
Washington
$398K
SPA
510
Sentinel Pension Advisors
Massachusetts
$395K
FFS
511
Founders Financial Securities
Maryland
$391K
DWM
512
Diversify Wealth Management
Utah
$387K
KAS
513
KPP Advisory Services
Kentucky
$386K
SWA
514
Sax Wealth Advisors
New Jersey
$383K
Chevy Chase Trust
515
Chevy Chase Trust
Maryland
$380K
APA
516
Astoria Portfolio Advisors
New York
$378K
AMM
517
American Money Management
California
$377K
SP
518
Stablepoint Partners
Massachusetts
$376K
KWA
519
Kingswood Wealth Advisors
California
$374K
SIG
520
Spinnaker Investment Group
California
$369K
HAM
521
Harmony Asset Management
Arizona
$366K
TWA
522
Tandem Wealth Advisors
Arizona
$360K
VAF
523
Values Added Financial
District of Columbia
$354K
LFS
524
Legacy Financial Strategies
Kansas
$353K
BI
525
Beckerman Institutional
New Jersey
$352K