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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
WAOTB
526
Wealth Advisors of Tampa Bay
Florida
$352K
BWP
527
Balboa Wealth Partners
Arizona
$347K
AO
528
Advisor OS
Illinois
$342K
WF
529
WealthPoint Financial
North Carolina
$341K
MA
530
MJP Associates
Connecticut
$339K
SA
531
Scarborough Advisors
Maryland
$338K
AllianceBernstein
532
AllianceBernstein
Tennessee
$337K
SFG
533
Sovereign Financial Group
Connecticut
$336K
ACM
534
Advisors Capital Management
New Jersey
$335K
CCWM
535
Cassaday & Co Wealth Management
Virginia
$334K
IWM
536
Iams Wealth Management
Nebraska
$332K
VPP
537
Vertex Planning Partners
Illinois
$330K
WFAG
538
Wescott Financial Advisory Group
Pennsylvania
$329K
SFS
539
Sowell Financial Services
Arkansas
$327K
PWP
540
Precedent Wealth Partners
Texas
$326K
VWM
541
VCI Wealth Management
Missouri
$326K
SHWA
542
Safe Harbor Wealth Advisors
Ohio
$324K
AMG
543
APS Management Group
California
$322K
RBFC
544
Roman Butler Fullerton & Co
Missouri
$320K
WCM
545
WLTH Capital Management
Arizona
$320K
NP
546
NorthRock Partners
Minnesota
$319K
MCM
547
MAI Capital Management
Ohio
$314K
IF
548
Ironwood Financial
Arizona
$313K
SWM
549
Silverlake Wealth Management
Vermont
$313K
TI
550
Truepoint Inc
Ohio
$312K