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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
WAS
176
Wealth Advisory Solutions
Indiana
$4.79M +$158K +2,742 +3%
VIM
177
Vista Investment Management
Pennsylvania
$4.72M +$339K +5,910 +8%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$4.69M +$829K +14,433 +22%
ACGA
179
Atlanta Consulting Group Advisors
Georgia
$4.65M +$26.5K +462 +0.6%
BPA
180
Beacon Pointe Advisors
California
$4.64M -$160K -2,784 -3%
IA
181
IFG Advisory
Georgia
$4.6M +$103K +1,801 +2%
FFA
182
Founders Financial Alliance
North Carolina
$4.56M -$325K -5,652 -7%
GSC
183
G&S Capital
Colorado
$4.49M +$223K +3,888 +5%
JWM
184
Jacksonville Wealth Management
Florida
$4.47M +$179K +3,119 +4%
OWM
185
Omnitrust Wealth Management
Florida
$4.46M +$4.42M +76,958 New
Stifel Financial
186
Stifel Financial
Missouri
$4.46M -$103K -1,793 -2%
CWM
187
Compass Wealth Management
Connecticut
$4.41M +$175K +3,041 +4%
ACA
188
Aptus Capital Advisors
Alabama
$4.31M +$302K +5,251 +8%
FHA
189
Flagship Harbor Advisors
Massachusetts
$4.29M -$3.93M -68,439 -48%
Sumitomo Mitsui Trust Group
190
Sumitomo Mitsui Trust Group
Japan
$4.24M -$1.18M -20,600 -22%
MFA
191
Mayflower Financial Advisors
Massachusetts
$4.22M -$263K -4,581 -6%
PFA
192
Pure Financial Advisors
California
$4.03M -$119K -2,078 -3%
AA
193
ArborFi Advisors
Michigan
$4.03M +$32.7K +569 +0.8%
FF
194
Foronjy Financial
California
$4.01M -$499K -8,679 -11%
SCM
195
SOL Capital Management
Maryland
$3.96M -$69.2K -1,205 -2%
KPWS
196
Kestra Private Wealth Services
Texas
$3.89M +$311K +5,409 +9%
ZWA
197
Zinnia Wealth Advisory
Florida
$3.87M +$3.84M +66,872 New
AWM
198
AE Wealth Management
Kansas
$3.86M +$202K +3,513 +6%
QCM
199
Quantinno Capital Management
New York
$3.8M +$56.4K +982 +2%
AWA
200
ARQ Wealth Advisors
Arizona
$3.8M -$335K -5,825 -8%