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State Street SPDR Portfolio S&P 400 Mid Cap ETF

783 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 103 funds opening new positions, 361 increasing their positions, 222 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$28M
OC
52
Oarsman Capital
Wisconsin
$28M
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$27.2M
GRP
54
Global Retirement Partners
California
$27.2M
CWM
55
Cahaba Wealth Management
Georgia
$26.2M
DJSG
56
D.J. St. Germain
Massachusetts
$25.7M
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$25.2M
AssetMark Inc
58
AssetMark Inc
California
$24.7M
FSG
59
Financial Strategies Group
Michigan
$24.4M
WA
60
Waverly Advisors
Alabama
$24.1M
FNT
61
First National Trust
Pennsylvania
$23.7M
IAS
62
Integrity Advisory Solutions
Texas
$22.9M
RWM
63
Reston Wealth Management
Virginia
$22.2M
RA
64
RFG Advisory
Alabama
$22.1M
RFS
65
Retirement Financial Solutions
Tennessee
$21.5M
DWM
66
Dakota Wealth Management
Florida
$20.7M
EIG
67
Ellenbecker Investment Group
Wisconsin
$20.1M
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$19.9M
CBT
69
Crews Bank & Trust
Florida
$19.8M
SC
70
Savant Capital
Illinois
$18.2M
Mariner
71
Mariner
Kansas
$18.2M
GWM
72
Geneos Wealth Management
Colorado
$18.2M
EWM
73
Evermay Wealth Management
Virginia
$17.8M
MSA
74
Marathon Strategic Advisors
Pennsylvania
$17.4M
SFP
75
Shepherd Financial Partners
Massachusetts
$17.4M