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State Street SPDR Portfolio S&P 400 Mid Cap ETF

714 hedge funds and large institutions have $12.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 202 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
GF
551
Goodman Financial
Texas
$259K
CPRC
552
Consolidated Portfolio Review Corp
New York
$251K
FOA
553
Five Oceans Advisors
California
$249K
TP
554
Tranquility Partners
Tennessee
$245K
DFG
555
Dynamic Financial Group
Iowa
$245K
FWM
556
ForthRight Wealth Management
Georgia
$244K
BP
557
Ballentine Partners
Massachusetts
$243K
CCG
558
Capital CS Group
California
$242K
SWM
559
SigFig Wealth Management
California
$242K
Brown Advisory
560
Brown Advisory
Maryland
$241K
TI
561
Trexquant Investment
Connecticut
$238K
MWM
562
Meridian Wealth Management
Kentucky
$238K
RWM
563
Rialto Wealth Management
New York
$237K
OPA
564
Old Port Advisors
Maine
$236K
IJWM
565
Inman Jager Wealth Management
Mississippi
$234K
VVP
566
Venture Visionary Partners
Ohio
$233K
ACM
567
Altrius Capital Management
North Carolina
$231K
PS
568
Principal Securities
Iowa
$231K
RRA
569
Round Rock Advisors
Connecticut
$230K
CF
570
Convergence Financial
Missouri
$230K
AIM
571
Acropolis Investment Management
Missouri
$229K
TNA
572
True North Advisors
Texas
$228K
MCA
573
MSH Capital Advisors
Arizona
$227K
CWMGP
574
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$226K
FFL
575
Financial Freedom LLC
Ohio
$220K