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State Street SPDR Portfolio S&P 400 Mid Cap ETF

714 hedge funds and large institutions have $12.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 202 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$16.6M
SFP
77
Shepherd Financial Partners
Massachusetts
$16.5M
GWM
78
Geneos Wealth Management
Colorado
$16.5M
EWM
79
Evermay Wealth Management
Virginia
$16.4M
RFS
80
Retirement Financial Solutions
Tennessee
$16.1M
NPI
81
New Perspectives Inc
Mississippi
$15.8M
FGAM
82
Financial Gravity Asset Management
Texas
$15.6M
CCM
83
Coldstream Capital Management
Washington
$15.3M
NSAM
84
North Star Asset Management
Wisconsin
$15.2M
AWA
85
Alta Wealth Advisors
Massachusetts
$14.9M
AWM
86
Avior Wealth Management
Nebraska
$14.2M
Lido Advisors
87
Lido Advisors
California
$13.4M
CNC
88
Citizens & Northern Corp
Pennsylvania
$13.3M
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$13.2M
MHWM
90
Montz Harcus Wealth Management
Louisiana
$13.1M
ACM
91
Advance Capital Management
Michigan
$12.9M
CFP
92
Cascade Financial Partners
California
$12.9M
MSA
93
Marathon Strategic Advisors
Pennsylvania
$12.8M
GIA
94
Gladstone Institutional Advisory
Florida
$12.4M
IWP
95
IAG Wealth Partners
Wisconsin
$12.2M
B
96
Bensler
Washington
$12.1M
WA
97
WBH Advisory
Maryland
$12M
MGIA
98
Moneta Group Investment Advisors
Missouri
$11.9M
HSWS
99
Higgins & Schmidt Wealth Strategies
Colorado
$11.9M
PAS
100
Park Avenue Securities
New York
$11.5M