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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
WAG
726
Wilkerson Advisory Group
Missouri
$13.3K +$13.2K +229 New
DRS
727
Deane Retirement Strategies
Louisiana
$13.1K +$1.44K +25 +12%
CSPIA
728
Cary Street Partners Investment Advisory
Virginia
$12.7K +$12.6K +220 New
LWM
729
Lodestone Wealth Management
Washington
$11.8K +$11.7K +204 New
OC
730
Oakworth Capital
Alabama
$11.5K
TC
731
Trust Company
Kansas
$11.1K +$11K +191 New
FMTCOCP
732
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
TWM
733
Topsail Wealth Management
North Carolina
$10.9K
HIA
734
HFM Investment Advisors
New Jersey
$10.3K +$1.32K +23 +15%
RIA
735
Realta Investment Advisors
Delaware
$10K +$8.9K +155 +861%
FPF
736
First Pacific Financial
Washington
$9.47K +$9.42K +164 New
VWM
737
Vermillion Wealth Management
Minnesota
$9.47K +$2.99K +52 +47%
UBS AM
738
UBS AM
Illinois
$9.09K +$9.02K +157 New
BA
739
Blueline Advisors
New Hampshire
$9.04K +$8.96K +156 New
CMP
740
Coston McIsaac & Partners
Maine
$9K
C
741
Covestor
United Kingdom
$9K +$1.38K +24 +18%
Citigroup
742
Citigroup
New York
$7.7K +$7.64K +133 New
BL
743
BFSG LLC
California
$7.24K -$747 -13 -9%
HI
744
Hoey Investments
Pennsylvania
$7.18K +$7.12K +124 New
FC
745
Financial Consulate
Maryland
$6.83K
Q1WB
746
Quest 10 Wealth Builders
Virginia
$6.78K +$5.63K +98 +516%
FFA
747
Frazier Financial Advisors
Ohio
$6.74K
MPW
748
MASECO Private Wealth
$6.43K
RFG
749
REAP Financial Group
Texas
$5.96K
IRC
750
Investors Research Corp
Georgia
$5.85K