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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
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$25.4M +$1.32M +23,454 +6%
OC
52
Oarsman Capital
Wisconsin
$25.1M +$13.2M +233,876 +114%
CWM
53
Cahaba Wealth Management
Georgia
$25M +$217K +3,859 +0.9%
DWM
54
Dakota Wealth Management
Florida
$24.7M +$4.7M +83,464 +24%
AssetMark Inc
55
AssetMark Inc
California
$24.6M -$680K -12,069 -3%
DJSG
56
D.J. St. Germain
Massachusetts
$24.5M +$1.77M +31,430 +8%
Raymond James Financial
57
Raymond James Financial
Florida
$24.1M +$9.1M +161,521 +62%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$23.7M +$872K +15,485 +4%
RA
59
RFG Advisory
Alabama
$23.3M -$9.47M -168,011 -29%
IAS
60
Integrity Advisory Solutions
Texas
$23.2M +$22.9M +406,116 New
M1FG
61
Mach-1 Financial Group
Arkansas
$23.2M +$22.9M +406,116 New
FSG
62
Financial Strategies Group
Michigan
$22.5M +$615K +10,918 +3%
SC
63
Savant Capital
Illinois
$22.1M -$4.16M -73,807 -16%
FNT
64
First National Trust
Pennsylvania
$22M +$1.16M +20,563 +6%
RWM
65
Reston Wealth Management
Virginia
$21.6M +$6.54K +116 +0%
CBT
66
Crews Bank & Trust
Florida
$21.4M -$1.41M -24,972 -6%
RFS
67
Retirement Financial Solutions
Tennessee
$21.3M +$21M +372,319 New
WA
68
Waverly Advisors
Alabama
$20.4M +$118K +2,098 +0.6%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$20.1M +$19.8M +350,938 +1,132,058%
PCM
70
Penserra Capital Management
California
$19.3M +$1.99M +35,267 +12%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$18.7M +$2.11M +37,482 +13%
EIG
72
Ellenbecker Investment Group
Wisconsin
$18.2M +$1.36M +24,143 +8%
AFWM
73
Abich Financial Wealth Management
Virginia
$18M +$17.8M +315,310 New
STA
74
Summit Trail Advisors
New York
$17.1M -$557K -9,888 -3%
Mariner
75
Mariner
Kansas
$16.9M -$526K -9,344 -3%