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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
LW
101
Linscomb Wealth
Texas
$2.15M -$806K -8,225 -27%
US Bancorp
102
US Bancorp
Minnesota
$2.12M +$3.92K +40 +0.2%
CSP
103
Cary Street Partners
Virginia
$2.07M -$176K -1,795 -8%
WFPG
104
Waller Financial Planning Group
Ohio
$1.98M -$484K -4,935 -19%
SFG
105
Sage Financial Group
Pennsylvania
$1.97M +$140K +1,426 +7%
WA
106
Walsh & Associates
Florida
$1.95M +$81.5K +831 +4%
ATC
107
Argent Trust Co
Tennessee
$1.93M -$2.45K -25 -0.1%
CSF
108
Capital Squared Financial
Maryland
$1.91M +$41.5K +423 +2%
AMG
109
Asset Management Group
Connecticut
$1.9M -$107K -1,095 -5%
MCM
110
MAI Capital Management
Ohio
$1.85M -$1.76K -18 -0.1%
SL
111
Salomon & Ludwin
Virginia
$1.81M +$38.3K +391 +2%
SWM
112
Spire Wealth Management
Virginia
$1.76M +$142K +1,452 +9%
NECFA
113
New England Capital Financial Advisors
Connecticut
$1.73M +$463K +4,721 +35%
P
114
&Partners
Tennessee
$1.73M +$182K +1,861 +12%
DC
115
Destiny Capital
Colorado
$1.73M -$2.65K -27 -0.1%
ECA
116
Elevated Capital Advisors
Utah
$1.68M -$654K -6,673 -28%
AFTS
117
American Financial & Tax Strategies
New York
$1.68M -$13.6K -139 -0.8%
CAMG
118
CWA Asset Management Group
Florida
$1.66M +$398K +4,056 +31%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$1.66M -$48.7K -497 -3%
AWM
120
Avior Wealth Management
Nebraska
$1.65M +$27.2K +278 +2%
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$1.59M +$43.8K +447 +3%
BFM
122
Broadview Financial Management
Wisconsin
$1.57M +$41.3K +421 +3%
YIA
123
YHB Investment Advisors
Connecticut
$1.56M +$562K +5,729 +54%
KFI
124
Key Financial Inc
Pennsylvania
$1.52M -$160K -1,631 -9%
IAA
125
Independent Advisor Alliance
North Carolina
$1.36M +$746K +7,608 +115%