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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
ACM
601
Absolute Capital Management
Pennsylvania
$210K +$207K +3,667 New
HWM
602
HB Wealth Management
Georgia
$209K +$206K +3,658 New
KA
603
Kovack Advisors
Florida
$208K +$205K +3,631 New
S
604
SignatureFD
Georgia
$198K +$13.9K +246 +8%
AT
605
Arlington Trust
Alabama
$197K
NS
606
NBC Securities
Alabama
$193K +$5.63K +100 +3%
PFM
607
Phillips Financial Management
Indiana
$183K
JFG
608
JDM Financial Group
Texas
$182K +$56 +1 +0%
NFSG
609
Newbridge Financial Services Group
Florida
$181K +$451 +8 +0.3%
KFP
610
Keener Financial Planning
Texas
$173K
EWM
611
Evolution Wealth Management
Florida
$171K -$27.8K -493 -14%
RWPA
612
Richard W. Paul & Associates
Michigan
$161K +$1.97K +35 +1%
CI
613
CX Institutional
Indiana
$160K +$43.9K +780 +39%
Russell Investments Group
614
Russell Investments Group
United Kingdom
$150K
SWP
615
Strategic Wealth Partners
Ohio
$145K +$134K +2,372 +1,387%
FRA
616
Front Row Advisors
California
$142K
SAM
617
Smartleaf Asset Management
Massachusetts
$141K +$41.5K +737 +42%
GF
618
GGM Financials
Ohio
$121K +$119K +2,116 New
LAMC
619
Longview Asset Management (California)
California
$115K +$113K +2,007 New
SFC
620
SYM Financial Corp
Indiana
$114K +$113K +2,000 New
CF
621
Centaurus Financial
California
$112K -$2.58M -45,805 -96%
PA
622
Parallel Advisors
California
$109K -$19.9K -354 -16%
WT
623
Whittier Trust
California
$107K
HNB
624
Hilltop National Bank
Wyoming
$102K
TFG
625
Team Financial Group
California
$93.5K -$3.21K -57 -3%