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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
CFO
751
CVA Family Office
Colorado
$5.79K
MCM
752
Manchester Capital Management
Vermont
$5.79K +$5.74K +100 New
LWCFA
753
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.5K
APW
754
Atlantic Private Wealth
North Carolina
$5.25K +$57 +1 +1%
AGWCA
755
Annis Gardner Whiting Capital Advisors
Florida
$5.21K
BIM
756
Breakwater Investment Management
Washington
$5.21K
ADL
757
Asset Dedication LLC
California
$5.1K
FWP
758
FAS Wealth Partners
Kansas
$4.75K
PAI
759
Pittenger & Anderson Inc
Nebraska
$4.58K +$4.54K +79 New
1IA
760
1620 Investment Advisors
Massachusetts
$4.52K
IWM
761
IMG Wealth Management
Florida
$4.23K +$574 +10 +16%
RF
762
Rossby Financial
Florida
$4.11K -$804 -14 -16%
CWA
763
Carolina Wealth Advisors
South Carolina
$4.05K
WWM
764
Woodside Wealth Management
Massachusetts
$3.82K
GT
765
Glenmede Trust
Pennsylvania
$3.59K +$3.56K +62 New
MCA
766
Maryland Capital Advisors
Maryland
$3.19K
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.13K
SNB
768
Security National Bank
Nebraska
$3.07K -$14.8K -258 -83%
TSMHT
769
Thurston Springer Miller Herd & Titak
Indiana
$3.01K +$2.99K +52 New
SIS
770
Sound Income Strategies
Florida
$2.67K
TAM
771
Tucker Asset Management
Colorado
$2.61K
FAI
772
Fiduciary Advisors Inc
Missouri
$2.61K +$2.58K +45 New
CB
773
Community Bank
New York
$2.6K
PFA
774
Pillar Financial Advisors
Kentucky
$2.38K +$2.35K +41 New
BHWM
775
Beaird Harris Wealth Management
Texas
$1.97K +$1.95K +34 New