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State Street SPDR Portfolio S&P 400 Mid Cap ETF

808 hedge funds and large institutions have $14B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 371 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 53

49% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 249

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

2% more funds holding

Funds holding: 793808 (+15)

3% more capital invested

Capital invested by funds: $13.6B → $14B (+$386M)

1.58% less ownership

Funds ownership: 90.96%89.38% (-1.6%)

Holders
808
Holders Change
+15
Holders Change %
+1.89%
% of All Funds
9.95%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.81%
New
84
Increased
371
Reduced
249
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$5.72B +$242M +3,972,550 +4%
Betterment LLC
2
Betterment LLC
New York
$1.2B -$57.9M -951,864 -5%
LPL Financial
3
LPL Financial
California
$761M +$491K +8,072 +0.1%
VA
4
Valmark Advisers
Ohio
$427M +$10.6M +173,551 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M +$78.1M +1,283,214 +45%
UBS Group
6
UBS Group
Switzerland
$227M +$145M +2,379,080 +163%
Morgan Stanley
7
Morgan Stanley
New York
$225M -$367M -6,026,540 -61%
AG
8
AlTi Global
New York
$167M -$9.87M -162,085 -5%
FWI
9
Facet Wealth Inc
Maryland
$153M +$4.17M +68,544 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$134M -$80.8M -1,327,276 -37%
HighTower Advisors
11
HighTower Advisors
Illinois
$118M -$1.14M -18,719 -0.9%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$115M -$647K -10,637 -0.5%
Bank of America
13
Bank of America
North Carolina
$114M -$1.4M -22,986 -1%
FCAS
14
First Command Advisory Services
Texas
$108M +$14.4M +237,165 +15%
MSA
15
Mason Street Advisors
Wisconsin
$92.5M -$1.55M -25,421 -2%
Wells Fargo
16
Wells Fargo
California
$85.5M +$14.4M +235,960 +20%
UCFA
17
United Capital Financial Advisors
Texas
$84.9M +$9.59M +157,584 +12%
HP
18
Hancock Prospecting
Australia
$83.5M
Osaic Holdings
19
Osaic Holdings
Arizona
$80.1M -$10.9M -179,068 -12%
AOI
20
Auto-Owners Insurance
Michigan
$78.7M
HBT
21
Hills Bank & Trust
Iowa
$76.6M +$908K +14,912 +1%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$70M +$4.14M +67,952 +6%
CWM
23
Cornerstone Wealth Management
Missouri
$66.1M +$66.1K +1,086 +0.1%
KOC
24
Koss-Olinger Consulting
Florida
$63M +$10.9M +178,947 +20%
Raymond James Financial
25
Raymond James Financial
Florida
$62.1M +$33.2M +544,839 +108%