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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
LWMI
201
Landmark Wealth Management (Illinois)
Illinois
$3.46M +$224K +3,979 +7%
SHJ
202
Sharkey, Howes & Javer
Colorado
$3.45M -$624K -11,076 -16%
GSWM
203
Golden State Wealth Management
California
$3.44M -$117K -2,081 -3%
AC
204
Addison Capital
Pennsylvania
$3.39M +$816K +14,489 +32%
KCAM
205
Kagan Cocozza Asset Management
New Jersey
$3.39M -$189K -3,359 -5%
CIAS
206
Capital Investment Advisory Services
North Carolina
$3.34M +$663K +11,777 +25%
GT
207
Greenleaf Trust
Michigan
$3.29M +$3.24M +57,519 New
LC
208
Luminist Capital
Michigan
$3.27M -$88.1K -1,564 -3%
PIA
209
Perennial Investment Advisors
California
$3.27M -$2.11M -37,492 -40%
IA
210
IFP Advisors
Florida
$3.25M -$399K -7,087 -11%
TCM
211
Tradewinds Capital Management
Washington
$3.22M +$152K +2,693 +5%
RPGK
212
Retirement Planning Group (Kansas)
Kansas
$3.13M -$46.5K -825 -1%
NAM
213
NorthCrest Asset Manangement
Minnesota
$3.09M +$71K +1,260 +2%
AI
214
Atria Investments
North Carolina
$3.09M +$7.44K +132 +0.2%
APC
215
Aspire Private Capital
North Carolina
$3.08M -$1.41K -25 -0%
AWM
216
Apollon Wealth Management
South Carolina
$3.07M +$1.91M +33,898 +171%
MAM
217
Madison Asset Management
Wisconsin
$3.03M +$255K +4,528 +9%
NC
218
NovaPoint Capital
Georgia
$3.03M +$74.8K +1,327 +3%
JCM
219
Jacobi Capital Management
Pennsylvania
$3.02M +$86K +1,526 +3%
CAG
220
Crestwood Advisors Group
Massachusetts
$3.02M +$66.3K +1,177 +2%
UAS
221
United Asset Strategies
New York
$3.01M -$26.1K -464 -0.9%
SAW
222
Signal Advisors Wealth
Michigan
$2.97M -$478K -8,492 -14%
W
223
Wealthquest
Ohio
$2.93M -$69.8K -1,239 -2%
DC
224
Destiny Capital
Colorado
$2.86M -$11K -196 -0.4%
P
225
&Partners
Tennessee
$2.83M +$48.7K +865 +2%