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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
PAS
101
Park Avenue Securities
New York
$11.5M +$416K +7,387 +4%
WI
102
WrapManager Inc
California
$11.4M -$873K -15,502 -7%
PA
103
PSI Advisors
Florida
$11.3M +$208K +3,688 +2%
WWM
104
Western Wealth Management
Colorado
$10.9M -$45.6K -809 -0.4%
WMR
105
Wealth Management Resources
Rhode Island
$10.8M +$186K +3,299 +2%
NA
106
NewEdge Advisors
Louisiana
$10.6M +$433K +7,679 +4%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$10.3M -$65.6K -1,165 -0.6%
OWA
108
Octavia Wealth Advisors
Ohio
$10.3M +$385K +6,833 +4%
LK
109
Lumbard & Kellner
New Hampshire
$10.3M +$24.2K +430 +0.2%
SA
110
Sanctuary Advisors
Indiana
$10.3M +$391K +6,939 +4%
Northern Trust
111
Northern Trust
Illinois
$10.3M -$372K -6,610 -4%
TFA
112
TPG Financial Advisors
Oregon
$10.2M +$9.63K +171 +0.1%
ZF
113
Zhang Financial
Michigan
$9.9M +$1.13M +20,005 +13%
WCM
114
Windsor Capital Management
Arizona
$9.87M -$214K -3,807 -2%
CWM
115
Collaborative Wealth Management
Florida
$9.83M +$32.5K +577 +0.3%
CA
116
CGN Advisors
Kansas
$9.76M +$458K +8,130 +5%
AQR Capital Management
117
AQR Capital Management
Connecticut
$9.74M +$1.48M +26,226 +18%
WSWA
118
Warren Street Wealth Advisors
California
$9.72M +$1.37M +24,272 +17%
JP Morgan Chase
119
JP Morgan Chase
New York
$9.57M +$1.38M +24,503 +17%
WANY
120
Wealthspire Advisors (New York)
New York
$9.37M -$231K -4,100 -2%
APW
121
Austin Private Wealth
Texas
$9.28M +$661K +11,726 +8%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$9.28M +$127K +2,255 +1%
FA
123
FF Advisors
California
$8.99M +$689K +12,224 +8%
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$8.76M +$2.63M +46,693 +44%
OIA
125
OneDigital Investment Advisors
Kansas
$8.74M +$2.46M +43,666 +40%