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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
SPWG
151
Syntegra Private Wealth Group
Missouri
$6.54M -$153K -2,671 -2%
PC
152
Pecaut & Co
Iowa
$6.37M -$57.8K -1,007 -0.9%
GI
153
Gradient Investments
Minnesota
$6.33M +$2.29M +39,837 +57%
RCA
154
Resonant Capital Advisors
Wisconsin
$6.22M +$9.94K +173 +0.2%
IFG
155
Independent Financial Group
California
$6.12M +$16.1K +280 +0.3%
SP
156
Sherman Porfolios
Idaho
$5.89M +$5.85M +101,776 New
BFA
157
Bill Few Associates
Pennsylvania
$5.87M +$353K +6,142 +6%
SF
158
Symphony Financial
Texas
$5.8M +$77.8K +1,354 +1%
ODFS
159
O'Donnell Financial Services
California
$5.79M +$245K +4,258 +4%
VCP
160
Verus Capital Partners
Arizona
$5.77M +$5.73M +99,668 New
TVAMP
161
Tennessee Valley Asset Management Partners
Tennessee
$5.75M +$299K +5,214 +6%
Financial Engines Advisors
162
Financial Engines Advisors
California
$5.75M -$91.3K -1,590 -2%
GEA
163
Glen Eagle Advisors
New Jersey
$5.61M +$472K +8,219 +9%
CWM
164
CarsonAllaria Wealth Management
Illinois
$5.59M +$576K +10,034 +12%
PI
165
Pachira Investments
California
$5.46M -$923K -16,075 -15%
CL
166
CVFG LLC
Indiana
$5.41M +$150K +2,615 +3%
AC
167
Addison Capital
Pennsylvania
$5.34M +$1.89M +32,931 +56%
GM
168
GeoWealth Management
Illinois
$5.34M +$537K +9,340 +11%
AFP
169
Ausdal Financial Partners
Iowa
$5.28M +$177K +3,083 +3%
HWP
170
Hibernia Wealth Partners
Louisiana
$5.12M +$2.48M +43,203 +96%
HAG
171
HighPoint Advisor Group
Illinois
$5.05M +$5.01M +87,195 New
IWC
172
Integrated Wealth Concepts
Massachusetts
$5.01M -$3.22M -56,020 -39%
RFA
173
Register Financial Advisors
Georgia
$4.97M +$362K +6,295 +8%
ECM
174
Evergreen Capital Management
Washington
$4.94M +$7.75K +135 +0.2%
T
175
TrueFG
Texas
$4.81M +$319K +5,558 +7%