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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
WI
101
WrapManager Inc
California
$11.4M
PA
102
PSI Advisors
Florida
$11.3M
WWM
103
Western Wealth Management
Colorado
$10.9M
WMR
104
Wealth Management Resources
Rhode Island
$10.8M
NA
105
NewEdge Advisors
Louisiana
$10.6M
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$10.3M
OWA
107
Octavia Wealth Advisors
Ohio
$10.3M
LK
108
Lumbard & Kellner
New Hampshire
$10.3M
Northern Trust
109
Northern Trust
Illinois
$10.3M
TFA
110
TPG Financial Advisors
Oregon
$10.2M
ZF
111
Zhang Financial
Michigan
$9.9M
WCM
112
Windsor Capital Management
Arizona
$9.87M
CWM
113
Collaborative Wealth Management
Florida
$9.83M
CA
114
CGN Advisors
Kansas
$9.76M
AQR Capital Management
115
AQR Capital Management
Connecticut
$9.74M
WSWA
116
Warren Street Wealth Advisors
California
$9.72M
JP Morgan Chase
117
JP Morgan Chase
New York
$9.57M
WANY
118
Wealthspire Advisors (New York)
New York
$9.37M
APW
119
Austin Private Wealth
Texas
$9.28M
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$9.28M
FA
121
FF Advisors
California
$8.99M
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$8.76M
OIA
123
OneDigital Investment Advisors
Kansas
$8.74M
Truist Financial
124
Truist Financial
North Carolina
$8.69M
BFPW
125
BOK Financial Private Wealth
Colorado
$8.47M