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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
SWP
126
Stratos Wealth Partners
Ohio
$8.32M
FHA
127
Flagship Harbor Advisors
Massachusetts
$8.15M
IWC
128
Integrated Wealth Concepts
Massachusetts
$8.15M
BCP
129
Berkeley Capital Partners
Georgia
$8.04M
BCI
130
Brinker Capital Investments
Pennsylvania
$8M
MFA
131
Millington Financial Advisors
Illinois
$7.73M
AF
132
Abound Financial
California
$7.56M
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$7.41M
SFI
134
SPC Financial Inc
Maryland
$7.4M
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$7.39M
CIC
136
Carnegie Investment Counsel
Ohio
$7.33M
Cerity Partners
137
Cerity Partners
New York
$7.33M
AA
138
AF Advisors
California
$7.32M
MWM
139
Modera Wealth Management
New Jersey
$7.12M
NA
140
Nottingham Advisors
New York
$7.11M
PWG
141
Private Wealth Group
Florida
$7.07M
CPIG
142
Chicago Partners Investment Group
Illinois
$7.03M
IWM
143
IHT Wealth Management
Illinois
$7.02M
PRS
144
Pinkerton Retirement Specialists
Idaho
$6.87M
VCM
145
Vivaldi Capital Management
Illinois
$6.83M
SPWG
146
Syntegra Private Wealth Group
Missouri
$6.61M
AO
147
Advisor OS
Illinois
$6.42M
PC
148
Pecaut & Co
Iowa
$6.35M
PI
149
Pachira Investments
California
$6.31M
MA
150
MJP Associates
Connecticut
$6.3M