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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
KWA
526
Kingswood Wealth Advisors
California
$374K +$108K +1,886 +41%
SIG
527
Spinnaker Investment Group
California
$369K +$22.8K +397 +7%
HAM
528
Harmony Asset Management
Arizona
$366K
TWA
529
Tandem Wealth Advisors
Arizona
$360K +$357K +6,217 New
VAF
530
Values Added Financial
District of Columbia
$354K
LFS
531
Legacy Financial Strategies
Kansas
$353K +$230 +4 +0.1%
BI
532
Beckerman Institutional
New Jersey
$352K
WAOTB
533
Wealth Advisors of Tampa Bay
Florida
$352K
BWP
534
Balboa Wealth Partners
Arizona
$347K +$2.47K +43 +0.7%
AO
535
Advisor OS
Illinois
$342K -$6.11M -106,388 -95%
WF
536
WealthPoint Financial
North Carolina
$341K +$339K +5,894 New
MA
537
MJP Associates
Connecticut
$339K -$5.99M -104,228 -95%
SA
538
Scarborough Advisors
Maryland
$338K +$115 +2 +0%
AllianceBernstein
539
AllianceBernstein
Tennessee
$337K +$7.64K +133 +2%
SFG
540
Sovereign Financial Group
Connecticut
$336K -$6.09K -106 -2%
ACM
541
Advisors Capital Management
New Jersey
$335K -$804 -14 -0.2%
CCWM
542
Cassaday & Co Wealth Management
Virginia
$334K +$39.3K +684 +13%
IWM
543
Iams Wealth Management
Nebraska
$332K -$49.9K -868 -13%
VPP
544
Vertex Planning Partners
Illinois
$330K -$12.9K -224 -4%
WFAG
545
Wescott Financial Advisory Group
Pennsylvania
$329K +$327K +5,686 New
SFS
546
Sowell Financial Services
Arkansas
$327K +$2.41K +42 +0.7%
PWP
547
Precedent Wealth Partners
Texas
$326K
VWM
548
VCI Wealth Management
Missouri
$326K -$1.19M -20,753 -79%
SHWA
549
Safe Harbor Wealth Advisors
Ohio
$324K +$300K +5,228 New
AMG
550
APS Management Group
California
$322K +$804 +14 +0.3%