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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
AC
126
AlphaCore Capital
California
$9.04M +$7.66M +133,318 +586%
WANY
127
Wealthspire Advisors (New York)
New York
$9.02M -$469K -8,157 -5%
Truist Financial
128
Truist Financial
North Carolina
$8.8M +$747 +13 +0%
MFA
129
Millington Financial Advisors
Illinois
$8.71M +$94.8K +1,651 +1%
Cerity Partners
130
Cerity Partners
New York
$8.36M +$926K +16,129 +13%
BCP
131
Berkeley Capital Partners
Georgia
$8.29M +$147K +2,566 +2%
BFPW
132
BOK Financial Private Wealth
Colorado
$8.22M -$351K -6,119 -4%
Northern Trust
133
Northern Trust
Illinois
$7.95M -$2.44M -42,474 -24%
BCI
134
Brinker Capital Investments
Pennsylvania
$7.92M -$184K -3,202 -2%
VCM
135
Vivaldi Capital Management
Illinois
$7.67M +$748K +13,015 +11%
CPIG
136
Chicago Partners Investment Group
Illinois
$7.63M +$157K +2,732 +2%
CIC
137
Carnegie Investment Counsel
Ohio
$7.62M +$197K +3,422 +3%
AF
138
Abound Financial
California
$7.5M -$151K -2,635 -2%
AA
139
AF Advisors
California
$7.41M
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$7.41M -$74.7K -1,300 -1%
IWM
141
IHT Wealth Management
Illinois
$7.36M +$247K +4,305 +4%
PWG
142
Private Wealth Group
Florida
$7.33M +$173K +3,006 +2%
ITC
143
Inspire Trust Company
Nevada
$7.23M +$7.17M +124,891 New
OIA
144
OneDigital Investment Advisors
Kansas
$7.19M -$1.65M -28,666 -19%
SWP
145
Stratos Wealth Partners
Ohio
$7.16M -$1.26M -21,988 -15%
KW
146
KWB Wealth
California
$7.1M +$862K +15,003 +14%
MWM
147
Modera Wealth Management
New Jersey
$7.01M -$203K -3,536 -3%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$7M -$494K -8,601 -7%
NA
149
Nottingham Advisors
New York
$6.94M +$248K +4,314 +3%
PRS
150
Pinkerton Retirement Specialists
Idaho
$6.78M -$178K -3,104 -3%