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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
JFG
651
JDM Financial Group
Texas
$183K -$1.67K -29 -0.9%
SAM
652
Smartleaf Asset Management
Massachusetts
$170K +$25K +435 +18%
SWP
653
Strategic Wealth Partners
Ohio
$151K +$3.91K +68 +3%
TCM
654
Triumph Capital Management
Colorado
$149K +$148K +2,579 New
Russell Investments Group
655
Russell Investments Group
United Kingdom
$146K -$5.34K -93 -4%
RWPA
656
Richard W. Paul & Associates
Michigan
$146K -$17K -296 -11%
FRA
657
Front Row Advisors
California
$144K
FFL
658
Financial Freedom LLC
Ohio
$128K -$93.6K -1,630 -42%
CI
659
CX Institutional
Indiana
$126K -$35.4K -616 -22%
SAG
660
SageView Advisory Group
California
$124K -$172K -3,000 -58%
GF
661
GGM Financials
Ohio
$121K -$1.61K -28 -1%
LAMC
662
Longview Asset Management (California)
California
$116K +$115 +2 +0.1%
PA
663
Parallel Advisors
California
$116K +$5.46K +95 +5%
WT
664
Whittier Trust
California
$112K
CF
665
Centaurus Financial
California
$111K -$1.9K -33 -2%
TFG
666
Team Financial Group
California
$108K +$13.6K +237 +14%
HNB
667
Hilltop National Bank
Wyoming
$103K
UB
668
UMB Bank
Missouri
$94.5K +$93.7K +1,632 New
SGK
669
Steigerwald Gordon & Koch
Virginia
$93.8K
RPC
670
Rossmore Private Capital
Connecticut
$91.4K +$34.6K +602 +62%
SWM
671
Spire Wealth Management
Virginia
$87.6K
MAFA
672
MJT & Associates Financial Advisory
Minnesota
$87.2K
PAG
673
Paladin Advisory Group
Iowa
$80.5K -$14K -244 -15%
SFG
674
Strive Financial Group
Indiana
$76K +$75.4K +1,312 New
WTC
675
WhitTier Trust Company
Nevada
$74.2K -$2.87K -50 -4%