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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
Stifel Financial
176
Stifel Financial
Missouri
$4.5M +$38.5K +683 +0.9%
XPN
177
XY Planning Network
Montana
$4.49M
FF
178
Foronjy Financial
California
$4.46M -$289K -5,123 -6%
IA
179
IFG Advisory
Georgia
$4.44M -$401K -7,120 -8%
T
180
TrueFG
Texas
$4.43M +$129K +2,291 +3%
MFA
181
Mayflower Financial Advisors
Massachusetts
$4.43M +$544K +9,653 +14%
VIM
182
Vista Investment Management
Pennsylvania
$4.33M -$23.2K -411 -0.5%
JWM
183
Jacksonville Wealth Management
Florida
$4.24M +$447K +7,935 +12%
GSC
184
G&S Capital
Colorado
$4.21M -$22.1K -393 -0.5%
CWM
185
Compass Wealth Management
Connecticut
$4.19M +$385K +6,829 +10%
PFA
186
Pure Financial Advisors
California
$4.1M -$60.3K -1,071 -1%
AWA
187
ARQ Wealth Advisors
Arizona
$4.08M -$2.26M -40,159 -36%
MAM
188
MMA Asset Management
Pennsylvania
$4.04M +$1.98M +35,211 +99%
SCM
189
SOL Capital Management
Maryland
$3.98M +$387K +6,870 +11%
GI
190
Gradient Investments
Minnesota
$3.97M +$1.94M +34,428 +98%
ACA
191
Aptus Capital Advisors
Alabama
$3.96M +$475K +8,432 +14%
AA
192
ArborFi Advisors
Michigan
$3.95M +$7.61K +135 +0.2%
MWAM
193
Manhattan West Asset Management
California
$3.85M +$114K +2,025 +3%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$3.81M +$2.53M +44,899 +207%
QCM
195
Quantinno Capital Management
New York
$3.7M +$707K +12,545 +24%
AWM
196
AE Wealth Management
Kansas
$3.61M +$337K +5,974 +10%
LIA
197
Lynx Investment Advisory
District of Columbia
$3.56M +$15.7K +279 +0.5%
KPWS
198
Kestra Private Wealth Services
Texas
$3.54M +$248K +4,407 +8%
AFM
199
Aspetuck Financial Management
Connecticut
$3.54M -$8.45K -150 -0.2%
CCT
200
Chemung Canal Trust
New York
$3.49M