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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
SAM
801
Synergy Asset Management
Washington
-$624K -11,273 Closed
Renaissance Technologies
802
Renaissance Technologies
New York
-$578K -10,100 Closed
CAS
803
Coppell Advisory Solutions
Texas
-$552K -9,659 Closed
AWM
804
Absher Wealth Management
North Carolina
-$415K -7,251 Closed
BJL
805
Brighton Jones LLC
Washington
-$393K -6,874 Closed
WAM
806
Worth Asset Management
Texas
-$380K -6,641 Closed
NPT
807
National Philanthropic Trust
Pennsylvania
-$305K -5,325 Closed
PCIA
808
Prime Capital Investment Advisors
Kansas
-$273K -4,782 Closed
FFN
809
Focus Financial Network
Minnesota
-$273K -4,773 Closed
CPRC
810
Consolidated Portfolio Review Corp
New York
-$251K -4,381 Closed
TI
811
Trexquant Investment
Connecticut
-$238K -4,170 Closed
PA
812
Procyon Advisors
Connecticut
-$218K -3,808 Closed
KFP
813
Keener Financial Planning
Texas
-$173K -3,027 Closed
SFC
814
SYM Financial Corp
Indiana
-$114K -2,000 Closed
TFA
815
Toth Financial Advisory
Virginia
-$64.7K -1,132 Closed
FDCP
816
Foster Dykema Cabot & Partners
Massachusetts
-$54.5K -953 Closed
HFS
817
Hopwood Financial Services
Virginia
-$27.9K -488 Closed
BA
818
Ballast Advisors
Minnesota
-$26K -455 Closed
MSG
819
Main Street Group
Virginia
-$18.5K -323 Closed
MSWA
820
Marshall & Sterling Wealth Advisors
New York
-$15.8K -277 Closed
BFO
821
Biltmore Family Office
North Carolina
-$7.78K -136 Closed
CFG
822
Clayton Financial Group
Missouri
-$7.49K -131 Closed
CCM
823
Cloud Capital Management
Washington
-$6K -118 Closed
TIM
824
Tortoise Investment Management
New York
-$4.98K -87 Closed
BCM
825
Blume Capital Management
California
-$858 -15 Closed