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State Street SPDR Portfolio S&P 400 Mid Cap ETF

714 hedge funds and large institutions have $12.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 202 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$25.4M
OC
52
Oarsman Capital
Wisconsin
$25.1M
CWM
53
Cahaba Wealth Management
Georgia
$25M
DWM
54
Dakota Wealth Management
Florida
$24.7M
AssetMark Inc
55
AssetMark Inc
California
$24.6M
DJSG
56
D.J. St. Germain
Massachusetts
$24.5M
Raymond James Financial
57
Raymond James Financial
Florida
$24.1M
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$23.7M
RA
59
RFG Advisory
Alabama
$23.3M
M1FG
60
Mach-1 Financial Group
Arkansas
$23.2M
IAS
61
Integrity Advisory Solutions
Texas
$23.2M
FSG
62
Financial Strategies Group
Michigan
$22.5M
SC
63
Savant Capital
Illinois
$22.4M
FNT
64
First National Trust
Pennsylvania
$22M
RWM
65
Reston Wealth Management
Virginia
$21.6M
CBT
66
Crews Bank & Trust
Florida
$21.4M
WA
67
Waverly Advisors
Alabama
$20.4M
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$20.1M
PCM
69
Penserra Capital Management
California
$19.3M
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$18.7M
EIG
71
Ellenbecker Investment Group
Wisconsin
$18.2M
AFWM
72
Abich Financial Wealth Management
Virginia
$18M
STA
73
Summit Trail Advisors
New York
$17.1M
Mariner
74
Mariner
Kansas
$16.9M
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$16.7M