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State Street SPDR Portfolio S&P 400 Mid Cap ETF

775 hedge funds and large institutions have $13.5B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
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
Corient Private Wealth
51
Corient Private Wealth
Florida
$27.3M
GKWIM
52
Gerber Kawasaki Wealth & Investment Management
California
$27.2M
GRP
53
Global Retirement Partners
California
$27.2M
CWM
54
Cahaba Wealth Management
Georgia
$26.2M
DJSG
55
D.J. St. Germain
Massachusetts
$25.7M
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$25.2M
AssetMark Inc
57
AssetMark Inc
California
$24.7M
FSG
58
Financial Strategies Group
Michigan
$24.4M
WA
59
Waverly Advisors
Alabama
$24.1M
FNT
60
First National Trust
Pennsylvania
$23.7M
IAS
61
Integrity Advisory Solutions
Texas
$22.9M
RWM
62
Reston Wealth Management
Virginia
$22.2M
RA
63
RFG Advisory
Alabama
$22.1M
RFS
64
Retirement Financial Solutions
Tennessee
$21.5M
DWM
65
Dakota Wealth Management
Florida
$20.7M
EIG
66
Ellenbecker Investment Group
Wisconsin
$20.1M
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$19.9M
CBT
68
Crews Bank & Trust
Florida
$19.8M
SC
69
Savant Capital
Illinois
$18.2M
Mariner
70
Mariner
Kansas
$18.2M
GWM
71
Geneos Wealth Management
Colorado
$18.2M
EWM
72
Evermay Wealth Management
Virginia
$17.8M
MSA
73
Marathon Strategic Advisors
Pennsylvania
$17.4M
SFP
74
Shepherd Financial Partners
Massachusetts
$17.4M
Ameriprise
75
Ameriprise
Minnesota
$17M