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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
WP
676
WealthShield Partners
North Carolina
$72.2K +$230 +4 +0.3%
CIA
677
Cape Investment Advisory
Georgia
$71.3K +$13.1K +228 +23%
LGWM
678
Litman Gregory Wealth Management
California
$69.5K +$68.9K +1,200 New
SS
679
SBI Securities
Japan
$69.1K -$2.53K -44 -4%
GK
680
Graney & King
New York
$66.5K
JWA
681
JFS Wealth Advisors
Pennsylvania
$62.8K +$115 +2 +0.2%
ANBT
682
American National Bank & Trust
Texas
$61.3K
IIM
683
IFC & Insurance Marketing
California
$53K +$52.7K +918 New
WA
684
Walsh & Associates
Florida
$52.4K +$52K +906 New
MEG
685
Millstone Evans Group
Colorado
$52.1K
AAP
686
Arax Advisory Partners
Colorado
$51.8K +$51.4K +895 New
TF
687
Tompkins Financial
New York
$49.3K +$48.9K +851 New
HNB
688
Huntington National Bank
Ohio
$49K
BDPWM
689
Barnes Dennig Private Wealth Management
Ohio
$47.7K +$28.4K +494 +150%
AA
690
Ancora Advisors
Ohio
$46.7K
CT
691
Caldwell Trust
Florida
$43.9K +$43.5K +758 New
DF
692
DecisionPoint Financial
Arizona
$43.5K +$8.04K +140 +23%
CTC
693
Central Trust Company
Missouri
$42.3K +$9.99K +174 +31%
RIL
694
Rothschild Investment LLC
Illinois
$42.3K +$115 +2 +0.3%
IAS
695
IMA Advisory Services
Colorado
$40.5K
CF
696
Collier Financial
Colorado
$40K +$29.9K +520 +306%
HIIFS
697
Harel Insurance Investments & Financial Services
Israel
$38K -$54.5K -948 -59%
WAS
698
Winch Advisory Services
Wisconsin
$37.1K +$115 +2 +0.3%
SN
699
Sittner & Nelson
Oregon
$35.6K
Qube Research & Technologies (QRT)
700
Qube Research & Technologies (QRT)
United Kingdom
$34.8K +$34.5K +601 New