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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
Ameriprise
76
Ameriprise
Minnesota
$17M +$105K +1,834 +0.6%
STA
77
Summit Trail Advisors
New York
$16.9M -$483K -8,400 -3%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$16.7M -$3.61M -62,900 -18%
FGAM
79
Financial Gravity Asset Management
Texas
$16.6M +$861K +14,990 +6%
NPI
80
New Perspectives Inc
Mississippi
$16.4M +$335K +5,837 +2%
AF
81
Allworth Financial
California
$16.3M +$1.33M +23,241 +9%
GIA
82
Gladstone Institutional Advisory
Florida
$16.1M +$3.56M +61,977 +29%
PCM
83
Penserra Capital Management
California
$16.1M -$3.43M -59,793 -18%
AWM
84
Avior Wealth Management
Nebraska
$15.9M +$1.5M +26,079 +10%
AWA
85
Alta Wealth Advisors
Massachusetts
$15.9M +$777K +13,524 +5%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$15.4M -$3.43M -59,783 -18%
NSAM
87
North Star Asset Management
Wisconsin
$15.4M -$28.4K -495 -0.2%
CCM
88
Coldstream Capital Management
Washington
$15.3M -$248K -4,318 -2%
BlackRock
89
BlackRock
New York
$14.7M +$9.18M +159,885 +170%
Lido Advisors
90
Lido Advisors
California
$13.9M +$298K +5,186 +2%
CNC
91
Citizens & Northern Corp
Pennsylvania
$13.6M +$187K +3,261 +1%
MHWM
92
Montz Harcus Wealth Management
Louisiana
$13.5M +$164K +2,860 +1%
B
93
Bensler
Washington
$13.4M +$1.15M +19,953 +9%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$13.3M -$21K -366 -0.2%
ACM
95
Advance Capital Management
Michigan
$13.3M +$204K +3,549 +2%
JP Morgan Chase
96
JP Morgan Chase
New York
$13.3M +$3.56M +62,009 +37%
CFP
97
Cascade Financial Partners
California
$13.2M +$188K +3,277 +1%
IWP
98
IAG Wealth Partners
Wisconsin
$13.1M +$726K +12,633 +6%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$12.9M +$3.95M +68,776 +45%
PAS
100
Park Avenue Securities
New York
$12.6M +$952K +16,567 +8%