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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
RF
701
Rossby Financial
Florida
$4.88K
FWP
702
FAS Wealth Partners
Kansas
$4.69K
1IA
703
1620 Investment Advisors
Massachusetts
$4.46K +$169 +3 +4%
CWA
704
Carolina Wealth Advisors
South Carolina
$4K
WWM
705
Woodside Wealth Management
Massachusetts
$3.77K
IWM
706
IMG Wealth Management
Florida
$3.6K -$1.35K -24 -28%
GIM
707
Glenmede Investment Management
Pennsylvania
$3.54K +$3.49K +62 New
MCA
708
Maryland Capital Advisors
Maryland
$3.15K
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.09K
TAM
710
Tucker Asset Management
Colorado
$2.57K -$1.47K -26 -37%
CB
711
Community Bank
New York
$2.57K
SIS
712
Sound Income Strategies
Florida
$2.47K
BBHC
713
Brown Brothers Harriman & Co
New York
$1.54K
AIC
714
Archer Investment Corporation
Indiana
$1.37K
CSC
715
Caldwell Sutter Capital
California
$1.37K
RPCA
716
Running Point Capital Advisors
California
$1.31K
FGA
717
Fortis Group Advisors
New Jersey
$1.14K
Q1WB
718
Quest 10 Wealth Builders
Virginia
$1.09K +$732 +13 +217%
RIA
719
Realta Investment Advisors
Delaware
$1.03K
BCM
720
Blume Capital Management
California
$858 +$845 +15 New
KHC
721
Koesten Hirschmann & Crabtree
Kansas
$801
HWA
722
Heritage Wealth Advisors
Virginia
$743 +$732 +13 New
EWM
723
EPG Wealth Management
Georgia
$572 +$563 +10 New
CVM
724
Cheviot Value Management
California
$518 -$338 -6 -40%
PWAM
725
Private Wealth Asset Management
Iowa
$286