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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
OC
701
Optima Capital
Oregon
$33.1K +$32.9K +572 New
BWM
702
Bernard Wealth Management
Michigan
$32.7K
CFS
703
Compass Financial Services
Iowa
$32K +$115 +2 +0.4%
EW
704
Elyxium Wealth
California
$31K +$30.7K +535 New
SHIM
705
Stone House Investment Management
Pennsylvania
$31K +$11.3K +197 +58%
CA
706
Crewe Advisors
Utah
$30.9K +$10.5K +182 +52%
GIA
707
GHP Investment Advisors
Colorado
$29.7K +$115 +2 +0.4%
CFFP
708
Center for Financial Planning
Michigan
$29.7K +$1.84K +32 +7%
LI
709
LRI Investments
Florida
$29.5K
AG
710
AmeriFlex Group
Nevada
$28.7K +$28.5K +496 New
RFP
711
Root Financial Partners
California
$28.1K -$10.2K -178 -27%
BCWM
712
Bartlett & Co Wealth Management
Ohio
$26.6K
OP
713
ORG Partners
Indiana
$24.9K
EP
714
Essential Partners
California
$24.8K
SS
715
Sunbelt Securities
Texas
$24.6K
GWSG
716
GPS Wealth Strategies Group
Colorado
$22.7K -$562K -9,777 -96%
HFS
717
Hantz Financial Services
Michigan
$22K -$11.7K -204 -35%
EWA
718
EverSource Wealth Advisors
Alabama
$21.2K -$12.9K -225 -38%
CFP
719
Comprehensive Financial Planning
Pennsylvania
$20.6K +$20.4K +356 New
FIM
720
FWL Investment Management
Texas
$18.2K +$18K +314 New
AIP
721
Ameritas Investment Partners
Nebraska
$17.4K +$17.2K +300 New
KFG
722
Kingdom Financial Group
Arizona
$17.3K +$17.1K +298 New
NRWA
723
North Ridge Wealth Advisors
Oregon
$16.5K +$804 +14 +5%
CWM
724
Cranbrook Wealth Management
Michigan
$14.7K +$1.03K +18 +8%
SHF
725
Safe Harbor Fiduciary
Florida
$13.5K +$13.4K +233 New