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State Street SPDR Portfolio S&P 400 Mid Cap ETF

730 hedge funds and large institutions have $12.7B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 342 increasing their positions, 207 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 207

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.04B)

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

1% more funds holding

Funds holding: 722730 (+8)

1.02% less ownership

Funds ownership: 88.31%87.29% (-1%)

Holders
730
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.58%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.72%
New
74
Increased
342
Reduced
207
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$16.7M +$358K +6,351 +2%
Ameriprise
77
Ameriprise
Minnesota
$16.6M -$12.3M -219,126 -43%
SFP
78
Shepherd Financial Partners
Massachusetts
$16.5M +$368K +6,536 +2%
GWM
79
Geneos Wealth Management
Colorado
$16.5M +$425K +7,540 +3%
EWM
80
Evermay Wealth Management
Virginia
$16.4M +$1.02M +18,153 +7%
NPI
81
New Perspectives Inc
Mississippi
$15.8M +$242K +4,289 +2%
FGAM
82
Financial Gravity Asset Management
Texas
$15.6M +$15.3M +272,173 New
CCM
83
Coldstream Capital Management
Washington
$15.3M +$489K +8,672 +3%
NSAM
84
North Star Asset Management
Wisconsin
$15.2M +$87.7K +1,556 +0.6%
AWA
85
Alta Wealth Advisors
Massachusetts
$14.9M +$1.65M +29,262 +13%
AF
86
Allworth Financial
California
$14.7M +$1.38M +24,553 +11%
AWM
87
Avior Wealth Management
Nebraska
$14.2M +$1.46M +25,936 +12%
Lido Advisors
88
Lido Advisors
California
$13.4M +$13M +230,648 +6,025%
CNC
89
Citizens & Northern Corp
Pennsylvania
$13.3M +$9.92K +176 +0.1%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$13.2M +$349K +6,198 +3%
MHWM
91
Montz Harcus Wealth Management
Louisiana
$13.1M +$316K +5,608 +3%
ACM
92
Advance Capital Management
Michigan
$12.9M +$510K +9,046 +4%
CFP
93
Cascade Financial Partners
California
$12.9M -$66.5K -1,181 -0.5%
MSA
94
Marathon Strategic Advisors
Pennsylvania
$12.8M +$1.66M +29,408 +15%
GIA
95
Gladstone Institutional Advisory
Florida
$12.4M +$833K +14,779 +7%
IWP
96
IAG Wealth Partners
Wisconsin
$12.2M +$489K +8,674 +4%
B
97
Bensler
Washington
$12.1M +$565K +10,026 +5%
WA
98
WBH Advisory
Maryland
$12M +$160K +2,834 +1%
MGIA
99
Moneta Group Investment Advisors
Missouri
$11.9M +$155K +2,746 +1%
HSWS
100
Higgins & Schmidt Wealth Strategies
Colorado
$11.9M +$270K +4,791 +2%