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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
SA
526
Scarborough Advisors
Maryland
$338K
AllianceBernstein
527
AllianceBernstein
Tennessee
$337K
SFG
528
Sovereign Financial Group
Connecticut
$336K
ACM
529
Advisors Capital Management
New Jersey
$335K
CCWM
530
Cassaday & Co Wealth Management
Virginia
$334K
IWM
531
Iams Wealth Management
Nebraska
$332K
VPP
532
Vertex Planning Partners
Illinois
$330K
WFAG
533
Wescott Financial Advisory Group
Pennsylvania
$329K
SFS
534
Sowell Financial Services
Arkansas
$327K
PWP
535
Precedent Wealth Partners
Texas
$326K
VWM
536
VCI Wealth Management
Missouri
$326K
SHWA
537
Safe Harbor Wealth Advisors
Ohio
$324K
AMG
538
APS Management Group
California
$322K
RBFC
539
Roman Butler Fullerton & Co
Missouri
$320K
WCML
540
WLTH Capital Management, LLC
Arizona
$320K
NP
541
NorthRock Partners
Minnesota
$319K
MCM
542
MAI Capital Management
Ohio
$314K
IF
543
Ironwood Financial
Arizona
$313K
SWM
544
Silverlake Wealth Management
Vermont
$313K
TI
545
Truepoint Inc
Ohio
$312K
BFS
546
BridgePort Financial Solutions
Iowa
$312K
BWMG
547
Barnes Wealth Management Group
California
$312K
CWA
548
Canvas Wealth Advisors
Kansas
$308K
OCM
549
Orion Capital Management
California
$308K
UWM
550
USAdvisors Wealth Management
Minnesota
$307K