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State Street SPDR Portfolio S&P 400 Mid Cap ETF

791 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, 364 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
Bernard Wealth Management
Michigan
$32.7K
CFS
702
Compass Financial Services
Iowa
$32K
EW
703
Elyxium Wealth
California
$31K
SHIM
704
Stone House Investment Management
Pennsylvania
$31K
CA
705
Crewe Advisors
Utah
$30.9K
GIA
706
GHP Investment Advisors
Colorado
$29.7K
CFFP
707
Center for Financial Planning
Michigan
$29.7K
LI
708
LRI Investments
Florida
$29.5K
AG
709
AmeriFlex Group
Nevada
$28.7K
RFP
710
Root Financial Partners
California
$28.1K
BCWM
711
Bartlett & Co Wealth Management
Ohio
$26.6K
OP
712
ORG Partners
Indiana
$24.9K
EPL
713
Essential Partners LLC
California
$24.8K
SS
714
Sunbelt Securities
Texas
$24.6K
GWSG
715
GPS Wealth Strategies Group
Colorado
$22.7K
HFS
716
Hantz Financial Services
Michigan
$22K
EWA
717
EverSource Wealth Advisors
Alabama
$21.2K
CFP
718
Comprehensive Financial Planning
Pennsylvania
$20.6K
FIM
719
FWL Investment Management
Texas
$18.2K
AIP
720
Ameritas Investment Partners
Nebraska
$17.4K
KFG
721
Kingdom Financial Group
Arizona
$17.3K
NRWA
722
North Ridge Wealth Advisors
Oregon
$16.5K
CWM
723
Cranbrook Wealth Management
Michigan
$14.7K
SHF
724
Safe Harbor Fiduciary
Florida
$13.5K
WAG
725
Wilkerson Advisory Group
Missouri
$13.3K