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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
SIC
201
Salem Investment Counselors
North Carolina
$576K
SCM
202
SCS Capital Management
Massachusetts
$560K -$536K -5,471 -48%
LJAC
203
L.J. Altfest & Co
New York
$559K -$20.4K -208 -3%
FIM
204
Freedom Investment Management
Connecticut
$550K -$5K -51 -0.9%
CIC
205
Carnegie Investment Counsel
Ohio
$550K +$9.9K +101 +2%
MGIA
206
Moneta Group Investment Advisors
Missouri
$548K
SFGP
207
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$547K
WIM
208
Westside Investment Management
California
$542K +$398K +4,063 +256%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$533K +$31K +316 +6%
QCM
210
Quantinno Capital Management
New York
$528K -$7.84K -80 -1%
VWA
211
Visionary Wealth Advisors
Illinois
$528K -$643K -6,556 -54%
NG
212
Norden Group
Utah
$526K +$5.59K +57 +1%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$520K -$245K -2,497 -32%
ACM
214
Advisors Capital Management
New Jersey
$518K -$161K -1,644 -23%
TW
215
TritonPoint Wealth
Maryland
$514K
KPWM
216
KDK Private Wealth Management
Texas
$513K -$5.88K -60 -1%
FIA
217
Foundations Investment Advisors
Arizona
$513K +$31.7K +323 +6%
GWM
218
GSB Wealth Management
Connecticut
$496K -$19.6K -200 -4%
AWA
219
Arkadios Wealth Advisors
Georgia
$494K +$6.67K +68 +1%
AF
220
Allworth Financial
California
$476K -$392 -4 -0.1%
FNWA
221
Financial Network Wealth Advisors
Utah
$472K -$3.92K -40 -0.8%
CP
222
Creekside Partners
California
$467K +$490 +5 +0.1%
CAG
223
Csenge Advisory Group
Florida
$467K +$5.68K +58 +1%
SWM
224
Selby Wealth Management
California
$463K -$20.4K -208 -4%
WIM
225
WealthPlan Investment Management
Nebraska
$457K +$467K +4,767 New