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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
DRS
676
Deane Retirement Strategies
Louisiana
$11.5K +$11.3K +201 New
OC
677
Oakworth Capital
Alabama
$11.4K
FMTCOCP
678
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
TWM
679
Topsail Wealth Management
North Carolina
$10.8K +$10.6K +189 New
CF
680
Collier Financial
Colorado
$9.72K +$9.58K +170 New
CMP
681
Coston McIsaac & Partners
Maine
$9K
HIA
682
HFM Investment Advisors
New Jersey
$8.9K +$225 +4 +3%
BL
683
BFSG LLC
California
$7.89K +$732 +13 +10%
BFO
684
Biltmore Family Office
North Carolina
$7.78K
CFG
685
Clayton Financial Group
Missouri
$7.49K +$7.38K +131 New
C
686
Covestor
United Kingdom
$7K +$338 +6 +5%
FC
687
Financial Consulate
Maryland
$6.75K +$6.65K +118 New
FFA
688
Frazier Financial Advisors
Ohio
$6.64K
MPW
689
MASECO Private Wealth
$6.35K +$6.03K +107 +2,675%
VWM
690
Vermillion Wealth Management
Minnesota
$6.34K +$958 +17 +18%
CCM
691
Cloud Capital Management
Washington
$6K +$6.65K +118 New
RFG
692
REAP Financial Group
Texas
$5.89K
IRC
693
Investors Research Corp
Georgia
$5.78K +$5.69K +101 New
CFO
694
CVA Family Office
Colorado
$5.72K +$5.63K +100 New
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.18K
APW
696
Atlantic Private Wealth
North Carolina
$5.17K
AGWCA
697
Annis Gardner Whiting Capital Advisors
Florida
$5.15K
BIM
698
Breakwater Investment Management
Washington
$5.15K
ADL
699
Asset Dedication LLC
California
$5.03K
TIM
700
Tortoise Investment Management
New York
$4.98K +$4.9K +87 New