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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
LPL Financial
1
LPL Financial
California
$150M -$17.8M -181,894 -10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$121M -$5.58M -56,981 -4%
AWM
3
AE Wealth Management
Kansas
$117M +$13.2M +134,745 +12%
NP
4
NorthRock Partners
Minnesota
$104M +$2.8M +28,549 +3%
Morgan Stanley
5
Morgan Stanley
New York
$81.2M +$7.68M +78,351 +10%
CF
6
Convergence Financial
Missouri
$52.9M +$27.4M +279,726 +104%
FWP
7
FAS Wealth Partners
Kansas
$48.7M +$1.02M +10,447 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$48.1M +$3.63M +37,016 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$44.2M +$30.3M +309,344 +204%
PAG
10
Private Advisor Group
New Jersey
$40.8M +$12.1M +122,989 +41%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$36.3M +$4.71M +48,068 +14%
FNT
12
First National Trust
Pennsylvania
$34.2M -$553K -5,647 -2%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$33.8M +$2.09M +21,338 +6%
GIA
14
GHP Investment Advisors
Colorado
$31.7M +$586K +5,975 +2%
KA
15
Klingman & Associates
New York
$31.1M -$188K -1,917 -0.6%
APP
16
Avantax Planning Partners
Iowa
$30.9M +$3.28M +33,447 +12%
WWA
17
WCG Wealth Advisors
Nevada
$29.3M +$2.87M +29,295 +11%
HighTower Advisors
18
HighTower Advisors
Illinois
$26.2M -$433K -4,421 -2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$24.8M +$1.11M +11,370 +5%
Wells Fargo
20
Wells Fargo
California
$24.2M -$213K -2,169 -0.9%
Ameriprise
21
Ameriprise
Minnesota
$23.4M -$1.5M -15,332 -6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$21.7M +$943K +9,619 +4%
Bank of America
23
Bank of America
North Carolina
$21.2M -$3.39M -34,620 -14%
SWM
24
Shakespeare Wealth Management
Wisconsin
$20.7M +$415K +4,235 +2%
RA
25
Rodgers & Associates
Pennsylvania
$18.6M +$305K +3,110 +2%