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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
HSWS
101
Higgins & Schmidt Wealth Strategies
Colorado
$12.6M +$511K +8,895 +4%
WA
102
WBH Advisory
Maryland
$12.1M -$59K -1,027 -0.5%
MGIA
103
Moneta Group Investment Advisors
Missouri
$12.1M +$32.9K +573 +0.3%
TFA
104
TPG Financial Advisors
Oregon
$11.9M +$1.57M +27,392 +15%
WFPG
105
Waller Financial Planning Group
Ohio
$11.5M -$27.6M -481,323 -71%
WI
106
WrapManager Inc
California
$11.3M -$319K -5,551 -3%
OWA
107
Octavia Wealth Advisors
Ohio
$11.1M +$682K +11,873 +7%
SA
108
Stewardship Advisors
Pennsylvania
$11.1M +$5.11M +89,016 +86%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$10.9M +$451K +7,857 +4%
AQR Capital Management
110
AQR Capital Management
Connecticut
$10.8M +$933K +16,235 +10%
WMR
111
Wealth Management Resources
Rhode Island
$10.8M -$146K -2,539 -1%
PA
112
PSI Advisors
Florida
$10.8M -$649K -11,292 -6%
SA
113
Sanctuary Advisors
Indiana
$10.7M +$263K +4,587 +3%
NA
114
NewEdge Advisors
Louisiana
$10.6M -$181K -3,154 -2%
WWM
115
Western Wealth Management
Colorado
$10.5M -$479K -8,335 -4%
ZF
116
Zhang Financial
Michigan
$10.2M +$183K +3,179 +2%
FA
117
FF Advisors
California
$10.1M +$1.02M +17,748 +11%
CWM
118
Collaborative Wealth Management
Florida
$10.1M +$167K +2,901 +2%
APW
119
Austin Private Wealth
Texas
$10M +$604K +10,510 +6%
WSWA
120
Warren Street Wealth Advisors
California
$9.97M +$126K +2,199 +1%
LK
121
Lumbard & Kellner
New Hampshire
$9.86M -$568K -9,891 -5%
CA
122
CGN Advisors
Kansas
$9.84M -$43.7K -761 -0.4%
WCM
123
Windsor Capital Management
Arizona
$9.71M -$276K -4,804 -3%
XPN
124
XY Planning Network
Montana
$9.69M +$4.86M +84,684 +103%
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$9.47M +$73.2K +1,275 +0.8%