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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
MWM
551
Mattern Wealth Management
Kansas
$281K
EA
552
Eclectic Associates
California
$280K -$9.63K -171 -3%
PWA
553
PCG Wealth Advisors
Kansas
$277K
ORG
554
Optimist Retirement Group
Washington
$275K +$225 +4 +0.1%
PCIA
555
Prime Capital Investment Advisors
Kansas
$273K +$113 +2 +0%
FFN
556
Focus Financial Network
Minnesota
$273K +$269K +4,773 New
EWM
557
Empirical Wealth Management
Washington
$266K +$262K +4,647 New
MF
558
Midwestern Financial
Iowa
$262K +$901 +16 +0.3%
KWA
559
Kingswood Wealth Advisors
California
$261K -$67.8K -1,203 -21%
KAS
560
KPP Advisory Services
Kentucky
$261K +$14.9K +265 +6%
SPAS
561
Spectrum Planning & Advisory Services
California
$261K -$2.65K -47 -1%
LA
562
Latitude Advisors
Florida
$259K -$58.1K -1,032 -19%
GF
563
Goodman Financial
Texas
$259K -$158K -2,800 -38%
CPRC
564
Consolidated Portfolio Review Corp
New York
$251K -$1.07K -19 -0.4%
FOA
565
Five Oceans Advisors
California
$249K -$25.9K -459 -10%
TP
566
Tranquility Partners
Tennessee
$245K -$17.5K -310 -7%
DFG
567
Dynamic Financial Group
Iowa
$245K +$26.2K +465 +12%
FWM
568
ForthRight Wealth Management
Georgia
$244K +$901 +16 +0.4%
BP
569
Ballentine Partners
Massachusetts
$243K
CCG
570
Capital CS Group
California
$242K +$18.2K +323 +8%
SWM
571
SigFig Wealth Management
California
$242K +$4.17K +74 +2%
Brown Advisory
572
Brown Advisory
Maryland
$241K +$958 +17 +0.4%
WOSD
573
WFA of San Diego
California
$239K
TI
574
Trexquant Investment
Connecticut
$238K +$235K +4,170 New
MWM
575
Meridian Wealth Management
Kentucky
$238K +$11K +196 +5%