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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
PAG
626
Paladin Advisory Group
Iowa
$93.4K -$17K -301 -16%
SGK
627
Steigerwald Gordon & Koch
Virginia
$92.6K +$91.3K +1,620 New
HIIFS
628
Harel Insurance Investments & Financial Services
Israel
$91K +$16.9K +300 +23%
SWM
629
Spire Wealth Management
Virginia
$86.5K -$22.5K -400 -21%
MAFA
630
MJT & Associates Financial Advisory
Minnesota
$86.1K -$28.6K -507 -25%
WTC
631
WhitTier Trust Company
Nevada
$73.8K -$3.94K -70 -5%
WP
632
WealthShield Partners
North Carolina
$71.1K +$225 +4 +0.3%
SS
633
SBI Securities
Japan
$70.7K +$1.35K +24 +2%
GK
634
Graney & King
New York
$65.6K -$31.3K -556 -33%
TFA
635
Toth Financial Advisory
Virginia
$64.7K +$63.8K +1,132 New
JWA
636
JFS Wealth Advisors
Pennsylvania
$61.9K +$3.66K +65 +6%
ANBT
637
American National Bank & Trust
Texas
$60.6K
CIA
638
Cape Investment Advisory
Georgia
$57.4K +$7.66K +136 +16%
RPC
639
Rossmore Private Capital
Connecticut
$55.9K +$55K +977 New
LWMI
640
Legacy Wealth Management (Idaho)
Idaho
$55.7K -$2.37K -42 -4%
FDCP
641
Foster Dykema Cabot & Partners
Massachusetts
$54.5K +$53.7K +953 New
MEG
642
Millstone Evans Group
Colorado
$51.5K
AA
643
Ancora Advisors
Ohio
$46.1K
RIL
644
Rothschild Investment LLC
Illinois
$41.7K +$113 +2 +0.3%
IAS
645
IMA Advisory Services
Colorado
$40K +$39.4K +700 New
RFP
646
Root Financial Partners
California
$37.9K +$37.4K +663 New
WAS
647
Winch Advisory Services
Wisconsin
$36.5K +$113 +2 +0.3%
GA
648
Guerra Advisors
Florida
$35.2K +$34.7K +616 New
DF
649
DecisionPoint Financial
Arizona
$35.1K
EWA
650
EverSource Wealth Advisors
Alabama
$33.7K +$19.7K +350 +146%