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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
Creative Planning
1
Creative Planning
Kansas
$5.37B +$270M +4,702,547 +5%
Betterment LLC
2
Betterment LLC
New York
$1.22B +$58.9M +1,024,884 +5%
LPL Financial
3
LPL Financial
California
$744M +$9.99M +173,911 +1%
Morgan Stanley
4
Morgan Stanley
New York
$569M +$381M +6,634,293 +208%
VA
5
Valmark Advisers
Ohio
$408M +$11.8M +204,651 +3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$208M -$65.4M -1,137,753 -24%
TPSF
7
Texas Permanent School Fund
Texas
$173M +$703K +12,240 +0.4%
AG
8
AlTi Global
New York
$173M -$7.5M -130,506 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$166M -$17.5M -305,095 -10%
FWI
10
Facet Wealth Inc
Maryland
$153M -$22.7M -394,874 -14%
HighTower Advisors
11
HighTower Advisors
Illinois
$117M -$75.6M -1,316,368 -40%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$113M +$19.9M +346,515 +21%
Bank of America
13
Bank of America
North Carolina
$113M -$15.6M -270,736 -12%
FCAS
14
First Command Advisory Services
Texas
$92.1M +$16M +278,553 +21%
MSA
15
Mason Street Advisors
Wisconsin
$91.9M +$12.9M +225,190 +17%
Osaic Holdings
16
Osaic Holdings
Arizona
$88.7M -$510K -8,874 -0.6%
UBS Group
17
UBS Group
Switzerland
$84.5M +$1.5M +26,062 +2%
HP
18
Hancock Prospecting
Australia
$81.7M
AOI
19
Auto-Owners Insurance
Michigan
$77M +$16.7M +290,000 +28%
HBT
20
Hills Bank & Trust
Iowa
$74.1M +$1.36M +23,593 +2%
UCFA
21
United Capital Financial Advisors
Texas
$73.9M +$12.4M +215,776 +20%
Wells Fargo
22
Wells Fargo
California
$70M +$24.4M +424,357 +54%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$67.8M +$67.2M +1,170,500 +234,100%
CWM
24
Cornerstone Wealth Management
Missouri
$64.6M +$1.03M +18,009 +2%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$64.5M +$2.92M +50,917 +5%