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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
WWMSC
726
Wagner Wealth Management (South Carolina)
South Carolina
$286 +$282 +5 New
IRAG
727
Investment Research & Advisory Group
Georgia
$115 +$56 +1 +100%
FW
728
Fairway Wealth
Ohio
$57
SWA
729
SOA Wealth Advisors
New York
$57
AWM
730
Activest Wealth Management
Florida
$57 +$56 +1 New
OFS
731
OneAscent Financial Services
Alabama
-$23.9M -434,356 Closed
FTUS
732
Flow Traders U.S.
New York
-$5.06M -93,047 Closed
PCA
733
Prosperity Capital Advisors
Ohio
-$4.19M -77,008 Closed
Tudor Investment Corp
734
Tudor Investment Corp
Connecticut
-$4.05M -74,559 Closed
PFA
735
Pinnacle Family Advisors
Missouri
-$2.82M -51,801 Closed
FAIM
736
Financial Advocates Investment Management
Washington
-$1.46M -26,841 Closed
TRCT
737
Tower Research Capital (TRC)
New York
-$1.4M -25,730 Closed
Jane Street
738
Jane Street
New York
-$857K -15,753 Closed
JCIA
739
Jackson Creek Investment Advisors
Colorado
-$850K -15,635 Closed
CAG
740
Csenge Advisory Group
Florida
-$765K -14,523 Closed
NCMW
741
Northern Capital Management (Washington)
Washington
-$748K -13,764 Closed
MYIA
742
Mount Yale Investment Advisors
Colorado
-$519K -9,535 Closed
JPG
743
Jordan Park Group
California
-$473K -8,702 Closed
MOS
744
MGO One Seven
Ohio
-$325K -5,969 Closed
Citadel Advisors
745
Citadel Advisors
Florida
-$280K -5,150 Closed
RWM
746
Ritholtz Wealth Management
New York
-$280K -5,142 Closed
BCM
747
Brookstone Capital Management
Illinois
-$244K -4,480 Closed
JWM
748
JGP Wealth Management
Oregon
-$240K -4,420 Closed
BWS
749
Broadway Wealth Solutions
Texas
-$236K -4,344 Closed
MPCL
750
My Personal CFO LLC
Washington
-$230K -4,228 Closed