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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
RWM
576
Rialto Wealth Management
New York
$237K +$2.54K +45 +1%
OPA
577
Old Port Advisors
Maine
$236K
IJWM
578
Inman Jager Wealth Management
Mississippi
$234K +$231K +4,097 New
VVP
579
Venture Visionary Partners
Ohio
$233K +$7.66K +136 +3%
ACM
580
Altrius Capital Management
North Carolina
$231K -$1.13K -20 -0.5%
PS
581
Principal Securities
Iowa
$231K +$8.85K +157 +4%
RRA
582
Round Rock Advisors
Connecticut
$230K -$56 -1 -0%
CF
583
Convergence Financial
Missouri
$230K +$338 +6 +0.1%
AIM
584
Acropolis Investment Management
Missouri
$229K
TNA
585
True North Advisors
Texas
$228K
MCA
586
MSH Capital Advisors
Arizona
$227K +$223K +3,966 New
CWMGP
587
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$226K -$62.9K -1,116 -22%
FFL
588
Financial Freedom LLC
Ohio
$220K -$76.3K -1,355 -26%
NG
589
Norden Group
Utah
$220K +$216K +3,841 New
OE
590
October Effect
Virginia
$218K -$4.84K -86 -2%
PA
591
Procyon Advisors
Connecticut
$218K -$3.27K -58 -2%
US Bancorp
592
US Bancorp
Minnesota
$217K +$42.6K +757 +25%
HL
593
HeadInvest LLC
Maine
$216K -$12.7K -225 -6%
DP
594
Denver PWM
Colorado
$215K
GFWA
595
Grey Fox Wealth Advisors
Delaware
$214K +$563 +10 +0.3%
MPW
596
Magnolia Private Wealth
Pennsylvania
$214K -$8.68K -154 -4%
GWAM
597
Guardian Wealth Advisors (Minnesota)
Minnesota
$213K -$7.04K -125 -3%
FCIM
598
Fairview Capital Investment Management
California
$213K +$210K +3,720 New
VF
599
Vestment Financial
Minnesota
$211K
C1AG
600
Client 1st Advisory Group
Florida
$210K +$207K +3,674 New