We are live on ! Find out more
SPMD icon

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
BBHC
776
Brown Brothers Harriman & Co
New York
$1.56K
AIC
777
Archer Investment Corporation
Indiana
$1.39K
CSC
778
Caldwell Sutter Capital
California
$1.39K
RPCA
779
Running Point Capital Advisors
California
$1.33K
TRCT
780
Tower Research Capital (TRC)
New York
$1.33K +$1.32K +23 New
SWM
781
SHP Wealth Management
Massachusetts
$1.27K +$1.26K +22 New
FGA
782
Fortis Group Advisors
New Jersey
$1.16K
LWMI
783
Legacy Wealth Management (Idaho)
Idaho
$927 -$55.1K -959 -98%
TFA
784
Transamerica Financial Advisors
Florida
$639 +$632 +11 New
EWM
785
EPG Wealth Management
Georgia
$579
GFA
786
Godfrey Financial Associates
New York
$579 +$574 +10 New
CVM
787
Cheviot Value Management
California
$548
PWAM
788
Private Wealth Asset Management
Iowa
$290
IRAG
789
Investment Research & Advisory Group
Georgia
$117
RG
790
RHL Group
Michigan
$116 +$115 +2 New
FW
791
Fairway Wealth
Ohio
$58
SWA
792
SOA Wealth Advisors
New York
$58
ETC
793
Exchange Traded Concepts
Oklahoma
-$108M -1,881,210 Closed
M1FG
794
Mach-1 Financial Group
Arkansas
-$23.2M -406,116 Closed
FF
795
Farrow Financial
Vermont
-$2.78M -48,572 Closed
WCM
796
WealthTrak Capital Management
Virginia
-$1.78M -31,057 Closed
HPC
797
HM Payson & Co
Maine
-$1.67M -29,207 Closed
MERSOM
798
Municipal Employees' Retirement System of Michigan
Michigan
-$1.54M -26,947 Closed
KWS
799
Keystone Wealth Services
California
-$1.53M -26,826 Closed
MHS
800
M Holdings Securities
Oregon
-$1.14M -19,944 Closed