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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
TCIIS
26
TIAA-CREF Individual & Institutional Services
New York
$17.3M +$17.7M +180,601 New
ML
27
McAdam LLC
Pennsylvania
$17M -$501K -5,112 -3%
Mariner
28
Mariner
Kansas
$16.6M -$3.19M -32,525 -16%
SWM
29
SFG Wealth Management
Maryland
$15.8M +$386K +3,937 +2%
BWG
30
Balanced Wealth Group
Ohio
$13.8M +$404K +4,123 +3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$13.5M +$2.72M +27,760 +24%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$13.5M +$6.94M +70,755 +101%
UF
33
Univest Financial
Pennsylvania
$11.6M -$19.6M -199,598 -62%
SBH
34
Segall Bryant & Hamill
Illinois
$11.3M -$598K -6,104 -5%
Truist Financial
35
Truist Financial
North Carolina
$11.3M -$3.25M -33,181 -22%
SFM
36
Signet Financial Management
New Jersey
$11M -$164K -1,674 -1%
SF
37
Summit Financial
New Jersey
$10.9M +$11.1M +113,731 New
UBS Group
38
UBS Group
Switzerland
$10.7M +$2.24M +22,887 +26%
MFG
39
Merit Financial Group
Georgia
$9.25M +$670K +6,831 +8%
EFL
40
ERn Financial LLC
Wisconsin
$8.74M -$187K -1,909 -2%
Osaic Holdings
41
Osaic Holdings
Arizona
$8.59M +$197K +2,007 +2%
JFA
42
JNBA Financial Advisors
Minnesota
$8.22M -$1.3M -13,236 -13%
CPIG
43
Chicago Partners Investment Group
Illinois
$7.74M +$371K +3,788 +5%
MSRI
44
Michael S. Ryan Inc
New York
$7.64M -$8.82K -90 -0.1%
Stifel Financial
45
Stifel Financial
Missouri
$7.12M -$33M -336,809 -82%
MA
46
MONECO Advisors
Connecticut
$7.03M +$1.56M +15,873 +28%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$6.93M +$115K +1,176 +2%
WP
48
WealthShield Partners
North Carolina
$6.85M +$60.5K +617 +0.9%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$6.68M
PWMG
50
Prestige Wealth Management Group
New Jersey
$6.49M -$179K -1,829 -3%