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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
CI
76
Chartist Inc
California
$3.2M
Corient Private Wealth
77
Corient Private Wealth
Florida
$3.2M -$28M -285,808 -90%
OAM
78
Occidental Asset Management
California
$3.1M +$86K +877 +3%
GI
79
GAMCO Investors
Connecticut
$3.01M
KOC
80
Koss-Olinger Consulting
Florida
$2.97M -$1.25M -12,715 -29%
CMP
81
Courage Miller Partners
Virginia
$2.95M -$3.73K -38 -0.1%
CWM
82
Comprehensive Wealth Management
Washington
$2.93M +$2.99M +30,517 New
GWM
83
Geneos Wealth Management
Colorado
$2.92M +$6.17K +63 +0.2%
HWMC
84
Heritage Wealth Management (California)
California
$2.9M +$214K +2,179 +8%
KWM
85
Kingsview Wealth Management
Oregon
$2.75M -$58K -592 -2%
PSF
86
Pacific Sun Financial
California
$2.74M -$4.41K -45 -0.2%
MB
87
MidFirst Bank
Oklahoma
$2.65M +$852K +8,689 +46%
USCWA
88
U.S. Capital Wealth Advisors
Texas
$2.62M +$512K +5,224 +24%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$2.54M -$161K -1,641 -6%
MFWP
90
Mosaic Family Wealth Partners
Missouri
$2.54M -$283K -2,890 -10%
CWA
91
Clarus Wealth Advisors
Arizona
$2.5M -$54.4K -555 -2%
AQR Capital Management
92
AQR Capital Management
Connecticut
$2.47M +$243K +2,484 +11%
Citigroup
93
Citigroup
New York
$2.41M -$3.23K -33 -0.1%
WIA
94
World Investment Advisors
California
$2.34M +$47.6K +486 +2%
GFM
95
GEN Financial Management
Minnesota
$2.33M +$343K +3,500 +17%
HI
96
Harbour Investments
Wisconsin
$2.32M +$1.94M +19,830 +461%
IRC
97
Investors Research Corp
Georgia
$2.32M -$424K -4,323 -15%
BCM
98
Barden Capital Management
Texas
$2.28M +$22.5K +230 +1%
BCM
99
Brookstone Capital Management
Illinois
$2.28M -$143K -1,456 -6%
JP Morgan Chase
100
JP Morgan Chase
New York
$2.19M +$120K +1,224 +5%