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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
Creative Planning
1
Creative Planning
Kansas
$5.03B +$276M +4,903,905 +6%
Betterment LLC
2
Betterment LLC
New York
$1.15B +$54.7M +970,630 +5%
LPL Financial
3
LPL Financial
California
$725M +$179K +3,184 +0%
VA
4
Valmark Advisers
Ohio
$391M +$10.9M +193,168 +3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$270M +$1.89M +33,612 +0.7%
HighTower Advisors
6
HighTower Advisors
Illinois
$191M +$7.08M +125,678 +4%
Morgan Stanley
7
Morgan Stanley
New York
$182M +$11.9M +211,346 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$181M +$26.6M +471,708 +17%
AG
9
AlTi Global
New York
$178M -$33M -586,063 -16%
TPSF
10
Texas Permanent School Fund
Texas
$171M
FWI
11
Facet Wealth Inc
Maryland
$166M +$10.4M +184,356 +7%
Bank of America
12
Bank of America
North Carolina
$127M +$20M +354,307 +19%
ETC
13
Exchange Traded Concepts
Oklahoma
$108M +$8.46M +150,152 +9%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$92.2M +$3.54M +62,798 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$88M +$5.42M +96,127 +7%
UBS Group
16
UBS Group
Switzerland
$82M -$86.7K -1,539 -0.1%
HP
17
Hancock Prospecting
Australia
$80.7M -$82.5M -1,464,720 -51%
MSA
18
Mason Street Advisors
Wisconsin
$77.9M +$24.5M +434,600 +47%
FCAS
19
First Command Advisory Services
Texas
$75M +$9.72M +172,595 +15%
HBT
20
Hills Bank & Trust
Iowa
$71.8M +$3.37M +59,881 +5%
CWM
21
Cornerstone Wealth Management
Missouri
$62.7M +$1.37M +24,253 +2%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$60.8M +$1.77M +31,342 +3%
UCFA
23
United Capital Financial Advisors
Texas
$60.7M +$13.8M +244,384 +30%
AOI
24
Auto-Owners Insurance
Michigan
$59.5M
Goldman Sachs
25
Goldman Sachs
New York
$51.9M +$276K +4,904 +0.5%