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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 107 funds opening new positions, 365 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 37

64% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 223

9% more funds holding

Funds holding: 729793 (+64)

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$997M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.69% more ownership

Funds ownership: 87.27%90.96% (+3.7%)

Holders
793
Holders Change
+64
Holders Change %
+8.78%
% 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
107
Increased
365
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
576
Kovack Advisors
Florida
$287K +$76.6K +1,333 +37%
M
577
MATAURO
New York
$287K -$27.9K -486 -9%
HH
578
Hilltop Holdings
Texas
$286K -$7.64K -133 -3%
MWM
579
Mattern Wealth Management
Kansas
$284K
EC
580
Estate Counselors
Wisconsin
$281K -$125K -2,170 -31%
PWA
581
PCG Wealth Advisors
Kansas
$280K
ORG
582
Optimist Retirement Group
Washington
$279K +$172 +3 +0.1%
FA
583
Fullerton Advisors
California
$276K +$274K +4,764 New
EWM
584
Evolution Wealth Management
Florida
$271K +$97.6K +1,699 +57%
ZIM
585
Zacks Investment Management
Illinois
$268K -$128K -2,233 -33%
EWM
586
Empirical Wealth Management
Washington
$267K -$2.07K -36 -0.8%
MF
587
Midwestern Financial
Iowa
$267K +$976 +17 +0.4%
SPAS
588
Spectrum Planning & Advisory Services
California
$265K +$1.15K +20 +0.4%
EA
589
Eclectic Associates
California
$263K -$20.3K -353 -7%
IAG
590
Investmark Advisory Group
Connecticut
$263K -$115K -2,000 -31%
QCM
591
QRG Capital Management
Illinois
$262K +$260K +4,522 New
CCG
592
Capital CS Group
California
$260K +$14.7K +256 +6%
GF
593
Goodman Financial
Texas
$260K -$2.01K -35 -0.8%
OE
594
October Effect
Virginia
$260K +$38.8K +676 +18%
PW
595
Paladin Wealth
Minnesota
$260K +$258K +4,484 New
FOA
596
Five Oceans Advisors
California
$258K +$5.63K +98 +2%
VFA
597
Valeo Financial Advisors
Indiana
$258K -$80K -1,392 -24%
Vanguard Group
598
Vanguard Group
Pennsylvania
$258K +$255K +4,448 New
MWM
599
Meridian Wealth Management
Kentucky
$253K +$11.6K +202 +5%
HIP
600
HUB Investment Partners
Texas
$252K +$250K +4,357 New