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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
PAS
101
Park Avenue Securities
New York
$11.5M
WI
102
WrapManager Inc
California
$11.4M
PA
103
PSI Advisors
Florida
$11.3M
WWM
104
Western Wealth Management
Colorado
$10.9M
WMR
105
Wealth Management Resources
Rhode Island
$10.8M
NA
106
NewEdge Advisors
Louisiana
$10.6M
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$10.3M
OWA
108
Octavia Wealth Advisors
Ohio
$10.3M
LK
109
Lumbard & Kellner
New Hampshire
$10.3M
Northern Trust
110
Northern Trust
Illinois
$10.3M
TFA
111
TPG Financial Advisors
Oregon
$10.2M
ZF
112
Zhang Financial
Michigan
$9.9M
WCM
113
Windsor Capital Management
Arizona
$9.87M
CWM
114
Collaborative Wealth Management
Florida
$9.83M
CA
115
CGN Advisors
Kansas
$9.76M
AQR Capital Management
116
AQR Capital Management
Connecticut
$9.74M
WSWA
117
Warren Street Wealth Advisors
California
$9.72M
JP Morgan Chase
118
JP Morgan Chase
New York
$9.57M
WANY
119
Wealthspire Advisors (New York)
New York
$9.37M
APW
120
Austin Private Wealth
Texas
$9.28M
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$9.28M
FA
122
FF Advisors
California
$8.99M
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$8.76M
OIA
124
OneDigital Investment Advisors
Kansas
$8.74M
Truist Financial
125
Truist Financial
North Carolina
$8.69M