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State Street SPDR Portfolio S&P 400 Mid Cap ETF

792 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 106 funds opening new positions, 365 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 37

64% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 223

9% more funds holding

Funds holding: 729792 (+63)

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$993M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

3.67% more ownership

Funds ownership: 87.27%90.94% (+3.7%)

Holders
792
Holders Change
+63
Holders Change %
+8.64%
% of All Funds
9.64%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
106
Increased
365
Reduced
223
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
626
Fairview Capital Investment Management
California
$223K +$7.07K +123 +3%
WFS
627
WealthGarden F.S.
California
$222K +$209K +3,639 New
CWMGP
628
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$220K -$8.33K -145 -4%
MWM
629
Maripau Wealth Management
Indiana
$220K +$218K +3,801 New
SWM
630
SFG Wealth Management
Maryland
$219K +$217K +3,778 New
GFWA
631
Grey Fox Wealth Advisors
Delaware
$217K +$172 +3 +0.1%
MPW
632
Magnolia Private Wealth
Pennsylvania
$217K
DAS
633
Diversify Advisory Services
Utah
$216K +$202K +3,516 New
DP
634
Denver PWM
Colorado
$215K
C1AG
635
Client 1st Advisory Group
Florida
$213K
GWAM
636
Guardian Wealth Advisors (Minnesota)
Minnesota
$212K -$3.45K -60 -2%
HWM
637
HB Wealth Management
Georgia
$212K
CAC
638
Certified Advisory Corp
Florida
$209K +$208K +3,614 New
S
639
SignatureFD
Georgia
$207K +$6.72K +117 +3%
NS
640
NBC Securities
Alabama
$206K +$9.88K +172 +5%
SWGC
641
Summit Wealth Group (Colorado)
Colorado
$205K +$203K +3,538 New
PFA
642
Professional Financial Advisors
Nebraska
$204K +$202K +3,516 New
FWM
643
ForthRight Wealth Management
Georgia
$203K -$44.4K -773 -18%
AFTS
644
American Financial & Tax Strategies
New York
$203K +$201K +3,499 New
SI
645
Stephens Inc
Arkansas
$202K +$200K +3,489 New
MW
646
Maia Wealth
Colorado
$202K +$187K +3,258 New
AT
647
Arlington Trust
Alabama
$199K
PFM
648
Phillips Financial Management
Indiana
$185K
IAIM
649
International Assets Investment Management
Florida
$184K -$631K -10,988 -78%
NFSG
650
Newbridge Financial Services Group
Florida
$184K +$460 +8 +0.3%