We are live on ! Find out more
SPMD icon

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
SAI
601
Savvy Advisors Inc
New York
$250K -$236K -4,109 -49%
Brown Advisory
602
Brown Advisory
Maryland
$250K +$6.2K +108 +3%
DFG
603
Dynamic Financial Group
Iowa
$249K +$1.03K +18 +0.4%
ACM
604
Altrius Capital Management
North Carolina
$249K +$14.6K +255 +6%
SWM
605
SigFig Wealth Management
California
$249K +$3.85K +67 +2%
TP
606
Tranquility Partners
Tennessee
$248K
PC
607
PCB Capital
New Jersey
$246K +$244K +4,249 New
MPCL
608
My Personal CFO LLC
Washington
$245K +$243K +4,228 New
AIM
609
Acropolis Investment Management
Missouri
$244K +$345 +6 +0.1%
HL
610
HeadInvest LLC
Maine
$242K +$23.2K +404 +11%
WOSD
611
WFA of San Diego
California
$241K -$747 -13 -0.3%
RWM
612
Rialto Wealth Management
New York
$240K
RRA
613
Round Rock Advisors
Connecticut
$240K +$6.89K +120 +3%
BFA
614
Brown Financial Advisors
Ohio
$238K +$236K +4,108 New
BP
615
Ballentine Partners
Massachusetts
$237K -$9.13K -159 -4%
PWS
616
Precision Wealth Strategies
Missouri
$234K -$244K -4,253 -51%
NFG
617
Nations Financial Group
Iowa
$234K +$232K +4,043 New
OPA
618
Old Port Advisors
Maine
$233K -$5.86K -102 -2%
ACM
619
Absolute Capital Management
Pennsylvania
$233K +$20K +348 +9%
CF
620
Convergence Financial
Missouri
$232K -$1.09K -19 -0.5%
TNA
621
True North Advisors
Texas
$231K
SAM
622
Smithbridge Asset Management
Pennsylvania
$231K +$229K +3,990 New
MCA
623
MSH Capital Advisors
Arizona
$227K -$2.58K -45 -1%
US Bancorp
624
US Bancorp
Minnesota
$227K +$6.78K +118 +3%
NG
625
Norden Group
Utah
$224K +$1.95K +34 +0.9%