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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
PWP
526
Precedent Wealth Partners
Texas
$322K
OCM
527
Orion Capital Management
California
$321K
SFS
528
Sowell Financial Services
Arkansas
$321K +$16K +284 +5%
AMG
529
APS Management Group
California
$317K +$312K +5,539 New
APA
530
Astoria Portfolio Advisors
New York
$316K
FIA
531
Foundations Investment Advisors
Arizona
$312K +$23K +409 +8%
M
532
MATAURO
New York
$311K +$789 +14 +0.3%
CWA
533
Canvas Wealth Advisors
Kansas
$310K -$554K -9,826 -65%
BFS
534
BridgePort Financial Solutions
Iowa
$307K +$958 +17 +0.3%
TI
535
Truepoint Inc
Ohio
$307K +$507 +9 +0.2%
NPT
536
National Philanthropic Trust
Pennsylvania
$305K
SWA
537
Sax Wealth Advisors
New Jersey
$304K -$15.5K -275 -5%
AWA
538
Acorn Wealth Advisors
Michigan
$304K +$1.8K +32 +0.6%
MCM
539
MAI Capital Management
Ohio
$303K -$174K -3,087 -37%
WP
540
WealthPLAN Partners
Nebraska
$299K +$1.01K +18 +0.3%
UWM
541
USAdvisors Wealth Management
Minnesota
$298K -$4.62K -82 -2%
MAMG
542
Milestone Asset Management Group
Connecticut
$296K +$291K +5,168 New
RBFC
543
Roman Butler Fullerton & Co
Missouri
$295K +$676 +12 +0.2%
IF
544
Ironwood Financial
Arizona
$295K
SAG
545
SageView Advisory Group
California
$294K +$5.92K +105 +2%
CA
546
Continuum Advisory
Idaho
$294K -$14.3K -253 -5%
CAL
547
Capital Advisors Ltd
Ohio
$292K
CCWM
548
Cassaday & Co Wealth Management
Virginia
$290K +$1.07K +19 +0.4%
HH
549
Hilltop Holdings
Texas
$290K -$26.9K -478 -9%
DI
550
Diligent Investors
California
$290K +$56 +1 +0%