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State Street SPDR Portfolio S&P 400 Mid Cap ETF

719 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 74 funds opening new positions, 336 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
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
AF
86
Allworth Financial
California
$14.7M
AWM
87
Avior Wealth Management
Nebraska
$14.2M
Lido Advisors
88
Lido Advisors
California
$13.4M
CNC
89
Citizens & Northern Corp
Pennsylvania
$13.3M
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$13.2M
MHWM
91
Montz Harcus Wealth Management
Louisiana
$13.1M
ACM
92
Advance Capital Management
Michigan
$12.9M
CFP
93
Cascade Financial Partners
California
$12.9M
MSA
94
Marathon Strategic Advisors
Pennsylvania
$12.8M
GIA
95
Gladstone Institutional Advisory
Florida
$12.4M
IWP
96
IAG Wealth Partners
Wisconsin
$12.2M
B
97
Bensler
Washington
$12.1M
WA
98
WBH Advisory
Maryland
$12M
MGIA
99
Moneta Group Investment Advisors
Missouri
$11.9M
HSWS
100
Higgins & Schmidt Wealth Strategies
Colorado
$11.9M