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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$28M -$634K -11,031 -2%
OC
52
Oarsman Capital
Wisconsin
$28M +$2.57M +44,673 +10%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$27.2M +$1.52M +26,385 +6%
GRP
54
Global Retirement Partners
California
$27.2M -$476K -8,279 -2%
CWM
55
Cahaba Wealth Management
Georgia
$26.2M +$818K +14,242 +3%
DJSG
56
D.J. St. Germain
Massachusetts
$25.7M +$915K +15,937 +4%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$25.2M +$1.21M +21,102 +5%
AssetMark Inc
58
AssetMark Inc
California
$24.7M -$229K -3,980 -0.9%
FSG
59
Financial Strategies Group
Michigan
$24.4M +$483K +8,417 +2%
WA
60
Waverly Advisors
Alabama
$24.1M +$3.38M +58,834 +16%
FNT
61
First National Trust
Pennsylvania
$23.7M +$1.39M +24,167 +6%
IAS
62
Integrity Advisory Solutions
Texas
$22.9M -$573K -9,972 -2%
RWM
63
Reston Wealth Management
Virginia
$22.2M +$340K +5,920 +2%
RA
64
RFG Advisory
Alabama
$22.1M -$1.55M -27,042 -7%
RFS
65
Retirement Financial Solutions
Tennessee
$21.5M -$20.2K -352 -0.1%
DWM
66
Dakota Wealth Management
Florida
$20.7M -$4.27M -74,316 -17%
EIG
67
Ellenbecker Investment Group
Wisconsin
$20.1M +$1.63M +28,314 +9%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$19.9M +$2.95M +51,423 +18%
CBT
69
Crews Bank & Trust
Florida
$19.8M -$1.9M -32,997 -9%
SC
70
Savant Capital
Illinois
$18.2M -$4.06M -70,655 -18%
Mariner
71
Mariner
Kansas
$18.2M +$1.04M +18,115 +6%
GWM
72
Geneos Wealth Management
Colorado
$18.2M +$1.47M +25,678 +9%
EWM
73
Evermay Wealth Management
Virginia
$17.8M +$1.12M +19,553 +7%
MSA
74
Marathon Strategic Advisors
Pennsylvania
$17.4M +$4.5M +78,279 +35%
SFP
75
Shepherd Financial Partners
Massachusetts
$17.4M +$732K +12,741 +4%