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State Street SPDR Portfolio S&P 400 Mid Cap ETF

719 hedge funds and large institutions have $12.6B 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, 337 increasing their positions, 205 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
201
Sharkey, Howes & Javer
Colorado
$3.45M
GSWM
202
Golden State Wealth Management
California
$3.44M
AC
203
Addison Capital
Pennsylvania
$3.39M
KCAM
204
Kagan Cocozza Asset Management
New Jersey
$3.39M
CIAS
205
Capital Investment Advisory Services
North Carolina
$3.34M
GT
206
Greenleaf Trust
Michigan
$3.29M
LC
207
Luminist Capital
Michigan
$3.27M
PIA
208
Perennial Investment Advisors
California
$3.27M
IA
209
IFP Advisors
Florida
$3.25M
TCM
210
Tradewinds Capital Management
Washington
$3.22M
RPGK
211
Retirement Planning Group (Kansas)
Kansas
$3.13M
NAM
212
NorthCrest Asset Manangement
Minnesota
$3.09M
AI
213
Atria Investments
North Carolina
$3.09M
APC
214
Aspire Private Capital
North Carolina
$3.08M
AWM
215
Apollon Wealth Management
South Carolina
$3.07M
MAM
216
Madison Asset Management
Wisconsin
$3.03M
NC
217
NovaPoint Capital
Georgia
$3.03M
JCM
218
Jacobi Capital Management
Pennsylvania
$3.02M
CAG
219
Crestwood Advisors Group
Massachusetts
$3.02M
UAS
220
United Asset Strategies
New York
$3.01M
SAW
221
Signal Advisors Wealth
Michigan
$2.97M
W
222
Wealthquest
Ohio
$2.93M
DC
223
Destiny Capital
Colorado
$2.86M
P
224
&Partners
Tennessee
$2.83M
TIP
225
Tandem Investment Partners
New Jersey
$2.83M