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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
RCA
151
Resonant Capital Advisors
Wisconsin
$6.13M
SA
152
Stewardship Advisors
Pennsylvania
$5.89M
KW
153
KWB Wealth
California
$5.85M
Financial Engines Advisors
154
Financial Engines Advisors
California
$5.77M
SF
155
Symphony Financial
Texas
$5.56M
ODFS
156
O'Donnell Financial Services
California
$5.47M
BFA
157
Bill Few Associates
Pennsylvania
$5.45M
TVAMP
158
Tennessee Valley Asset Management Partners
Tennessee
$5.38M
BlackRock
159
BlackRock
New York
$5.38M
Sumitomo Mitsui Trust Group
160
Sumitomo Mitsui Trust Group
Japan
$5.36M
CL
161
CVFG LLC
Indiana
$5.19M
GEA
162
Glen Eagle Advisors
New Jersey
$5.07M
AFP
163
Ausdal Financial Partners
Iowa
$5.04M
CWM
164
CarsonAllaria Wealth Management
Illinois
$4.94M
ECM
165
Evergreen Capital Management
Washington
$4.87M
FFA
166
Founders Financial Alliance
North Carolina
$4.83M
BPA
167
Beacon Pointe Advisors
California
$4.74M
GM
168
GeoWealth Management
Illinois
$4.74M
MWPCG
169
Measured Wealth Private Client Group
New Hampshire
$4.68M
WAS
170
Wealth Advisory Solutions
Indiana
$4.58M
ACGA
171
Atlanta Consulting Group Advisors
Georgia
$4.57M
RFA
172
Register Financial Advisors
Georgia
$4.55M
Stifel Financial
173
Stifel Financial
Missouri
$4.5M
XPN
174
XY Planning Network
Montana
$4.49M
FF
175
Foronjy Financial
California
$4.46M