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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
MWAM
201
Manhattan West Asset Management
California
$3.79M -$111K -1,925 -3%
LWMI
202
Landmark Wealth Management (Illinois)
Illinois
$3.79M +$279K +4,859 +8%
TCM
203
Tradewinds Capital Management
Washington
$3.72M +$450K +7,831 +14%
BF
204
Benchmark Financial
Delaware
$3.66M +$3.63M +63,171 New
FTUS
205
Flow Traders U.S.
New York
$3.65M +$3.62M +62,968 New
AFM
206
Aspetuck Financial Management
Connecticut
$3.63M +$48.3K +840 +1%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$3.6M +$3.57M +62,200 New
CCT
208
Chemung Canal Trust
New York
$3.53M
AWM
209
Apollon Wealth Management
South Carolina
$3.43M +$320K +5,573 +10%
LIA
210
Lynx Investment Advisory
District of Columbia
$3.43M -$173K -3,017 -5%
KCAM
211
Kagan Cocozza Asset Management
New Jersey
$3.42M -$10.7K -187 -0.3%
GSWM
212
Golden State Wealth Management
California
$3.41M -$74K -1,289 -2%
IA
213
IFP Advisors
Florida
$3.39M +$104K +1,818 +3%
BI
214
Breachway Investments
Rhode Island
$3.33M +$3.31M +57,564 New
CIAS
215
Capital Investment Advisory Services
North Carolina
$3.33M -$52K -906 -2%
NAM
216
NorthCrest Asset Manangement
Minnesota
$3.32M +$96K +1,671 +3%
PRTG
217
Post Resch Tallon Group
New York
$3.31M +$587K +10,220 +22%
AI
218
Atria Investments
North Carolina
$3.28M +$151K +2,631 +5%
PIA
219
Perennial Investment Advisors
California
$3.25M -$53.7K -935 -2%
JCM
220
Jacobi Capital Management
Pennsylvania
$3.24M +$171K +2,979 +6%
TCWM
221
Total Clarity Wealth Management
Illinois
$3.18M +$1.8M +31,397 +133%
CAG
222
Crestwood Advisors Group
Massachusetts
$3.14M +$79.1K +1,377 +3%
APC
223
Aspire Private Capital
North Carolina
$3.12M +$10.1K +175 +0.3%
UAS
224
United Asset Strategies
New York
$3.12M +$69.8K +1,215 +2%
NC
225
NovaPoint Capital
Georgia
$3.06M -$1.26K -22 -0%