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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
Truist Financial
126
Truist Financial
North Carolina
$8.69M +$24.8K +441 +0.3%
BFPW
127
BOK Financial Private Wealth
Colorado
$8.47M +$2.63M +46,726 +46%
SWP
128
Stratos Wealth Partners
Ohio
$8.32M +$1.46M +25,885 +22%
FHA
129
Flagship Harbor Advisors
Massachusetts
$8.15M +$4.15M +73,692 +107%
IWC
130
Integrated Wealth Concepts
Massachusetts
$8.15M +$210K +3,731 +3%
BCP
131
Berkeley Capital Partners
Georgia
$8.04M +$321K +5,705 +4%
BCI
132
Brinker Capital Investments
Pennsylvania
$8M -$464K -8,232 -6%
MFA
133
Millington Financial Advisors
Illinois
$7.73M -$29.4K -521 -0.4%
AF
134
Abound Financial
California
$7.56M +$460K +8,170 +7%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$7.41M +$410K +7,271 +6%
SFI
136
SPC Financial Inc
Maryland
$7.4M +$7.29M +129,416 New
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$7.39M -$2.25M -40,000 -24%
CIC
138
Carnegie Investment Counsel
Ohio
$7.33M -$493K -8,746 -6%
Cerity Partners
139
Cerity Partners
New York
$7.33M -$13.6K -241 -0.2%
AA
140
AF Advisors
California
$7.32M
MWM
141
Modera Wealth Management
New Jersey
$7.12M -$35.5K -630 -0.5%
NA
142
Nottingham Advisors
New York
$7.11M +$398K +7,073 +6%
PWG
143
Private Wealth Group
Florida
$7.07M -$603K -10,712 -8%
CPIG
144
Chicago Partners Investment Group
Illinois
$7.03M +$671K +11,908 +11%
IWM
145
IHT Wealth Management
Illinois
$7.02M -$69K -1,224 -1%
PRS
146
Pinkerton Retirement Specialists
Idaho
$6.87M +$6.77M +120,114 New
VCM
147
Vivaldi Capital Management
Illinois
$6.83M +$664K +11,783 +11%
SPWG
148
Syntegra Private Wealth Group
Missouri
$6.61M -$303K -5,371 -4%
AO
149
Advisor OS
Illinois
$6.42M +$694K +12,318 +12%
PC
150
Pecaut & Co
Iowa
$6.35M -$2.33M -41,279 -27%