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State Street SPDR S&P 400 Mid Cap Growth ETF

395 hedge funds and large institutions have $1.81B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 138 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 385395 (+10)

1.45% more ownership

Funds ownership: 72.92%74.37% (+1.5%)

3% more capital invested

Capital invested by funds: $1.75B → $1.81B (+$60.2M)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 138

Holders
395
Holders Change
+10
Holders Change %
+2.6%
% of All Funds
4.87%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
40
Increased
132
Reduced
138
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
251
Intrua Financial
Texas
$350K
BCWM
252
Bartlett & Co Wealth Management
Ohio
$349K
HWM
253
HB Wealth Management
Georgia
$340K
CPL
254
CAP Partners LLC
Tennessee
$339K -$8.13K -83 -2%
TRCT
255
Tower Research Capital (TRC)
New York
$336K +$248K +2,533 +263%
MHWM
256
Montz Harcus Wealth Management
Louisiana
$335K +$392 +4 +0.1%
CTFG
257
Capstone Triton Financial Group
Oklahoma
$331K +$345K +3,516 New
TRIA
258
Trail Ridge Investment Advisors
Colorado
$327K -$7.16K -73 -2%
EFG
259
Everhart Financial Group
Ohio
$327K +$35.4K +361 +12%
MP
260
Moment Partners
California
$317K
KW
261
KWB Wealth
California
$315K
RPGK
262
Retirement Planning Group (Kansas)
Kansas
$315K -$19.9K -203 -6%
OBWG
263
Onyx Bridge Wealth Group
New York
$306K -$17.2K -175 -5%
KMWM
264
Keudell/Morrison Wealth Management
Oregon
$304K
DP
265
Denver PWM
Colorado
$303K -$11.9K -121 -4%
SWM
266
SHP Wealth Management
Massachusetts
$303K -$97.6K -996 -24%
RFA
267
RTD Financial Advisors
Pennsylvania
$301K +$22.2K +226 +8%
GA
268
Goldstein Advisors
Wisconsin
$294K
PS
269
Principal Securities
Iowa
$293K -$348K -3,553 -54%
CA
270
Centerpoint Advisors
Massachusetts
$289K -$12.3K -125 -4%
PFA
271
Pinnacle Family Advisors
Missouri
$289K -$66.1K -674 -18%
DCM
272
Delta Capital Management
New Jersey
$288K
ONB
273
Old National Bancorp
Indiana
$288K +$294K +3,000 New
IAN
274
Integrated Advisors Network
Texas
$287K -$447K -4,561 -60%
GT
275
Glenmede Trust
Pennsylvania
$278K +$100K +1,025 +55%