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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
PI
151
Pachira Investments
California
$6.31M +$6.22M +110,372 New
MA
152
MJP Associates
Connecticut
$6.3M +$441K +7,832 +8%
RCA
153
Resonant Capital Advisors
Wisconsin
$6.13M -$130K -2,315 -2%
IFG
154
Independent Financial Group
California
$6.03M -$308K -5,464 -5%
SA
155
Stewardship Advisors
Pennsylvania
$5.89M +$48.1K +853 +0.8%
KW
156
KWB Wealth
California
$5.85M -$413K -7,339 -6%
Financial Engines Advisors
157
Financial Engines Advisors
California
$5.77M +$858K +15,236 +18%
SF
158
Symphony Financial
Texas
$5.56M +$92.1K +1,634 +2%
ODFS
159
O'Donnell Financial Services
California
$5.47M +$5.39M +95,726 New
BFA
160
Bill Few Associates
Pennsylvania
$5.45M +$166K +2,949 +3%
TVAMP
161
Tennessee Valley Asset Management Partners
Tennessee
$5.38M +$8.68K +154 +0.2%
BlackRock
162
BlackRock
New York
$5.38M +$4.59M +81,546 +654%
Sumitomo Mitsui Trust Group
163
Sumitomo Mitsui Trust Group
Japan
$5.36M -$896K -15,900 -14%
CL
164
CVFG LLC
Indiana
$5.19M +$196K +3,485 +4%
GEA
165
Glen Eagle Advisors
New Jersey
$5.07M +$2.34M +41,478 +88%
AFP
166
Ausdal Financial Partners
Iowa
$5.04M +$212K +3,761 +4%
CWM
167
CarsonAllaria Wealth Management
Illinois
$4.94M +$724K +12,846 +17%
ECM
168
Evergreen Capital Management
Washington
$4.87M
FFA
169
Founders Financial Alliance
North Carolina
$4.83M -$141K -2,499 -3%
BPA
170
Beacon Pointe Advisors
California
$4.74M -$5.53M -98,172 -54%
GM
171
GeoWealth Management
Illinois
$4.74M +$432K +7,672 +10%
MWPCG
172
Measured Wealth Private Client Group
New Hampshire
$4.68M -$452K -8,026 -9%
WAS
173
Wealth Advisory Solutions
Indiana
$4.58M +$463K +8,226 +11%
ACGA
174
Atlanta Consulting Group Advisors
Georgia
$4.57M +$4.5M +79,911 New
RFA
175
Register Financial Advisors
Georgia
$4.55M +$173K +3,079 +4%