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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
RBFC
551
Roman Butler Fullerton & Co
Missouri
$320K +$689 +12 +0.2%
WCM
552
WLTH Capital Management
Arizona
$320K +$294K +5,112 New
NP
553
NorthRock Partners
Minnesota
$319K -$22.3K -389 -7%
MCM
554
MAI Capital Management
Ohio
$314K +$7.81K +136 +3%
IF
555
Ironwood Financial
Arizona
$313K +$57 +1 +0%
SWM
556
Silverlake Wealth Management
Vermont
$313K -$86.4K -1,504 -22%
TI
557
Truepoint Inc
Ohio
$312K +$1.38K +24 +0.4%
BFS
558
BridgePort Financial Solutions
Iowa
$312K +$1.09K +19 +0.4%
BWMG
559
Barnes Wealth Management Group
California
$312K -$231K -4,016 -43%
CWA
560
Canvas Wealth Advisors
Kansas
$308K -$2.76K -48 -0.9%
AFA
561
Amicus Financial Advisors
Texas
$308K +$305K +5,317 New
OCM
562
Orion Capital Management
California
$308K -$17.2K -300 -5%
UWM
563
USAdvisors Wealth Management
Minnesota
$307K +$4.59K +80 +2%
IWB
564
Innovative Wealth Building
Maryland
$305K +$303K +5,271 New
AWA
565
Acorn Wealth Advisors
Michigan
$304K -$3.22K -56 -1%
WP
566
WealthPLAN Partners
Nebraska
$303K
LA
567
Latitude Advisors
Florida
$302K +$38.7K +674 +15%
MAMG
568
Milestone Asset Management Group
Connecticut
$300K +$460 +8 +0.2%
CA
569
Continuum Advisory
Idaho
$297K -$287 -5 -0.1%
DI
570
Decision Investments
California
$296K +$294K +5,110 New
Fisher Asset Management
571
Fisher Asset Management
Washington
$296K +$293K +5,103 New
CAL
572
Capital Advisors Ltd
Ohio
$295K
DI
573
Diligent Investors
California
$293K +$57 +1 +0%
VA
574
VestGen Advisors
Illinois
$293K -$497K -8,655 -63%
FIA
575
Foundations Investment Advisors
Arizona
$289K -$26.8K -467 -9%