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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 85 funds opening new positions, 370 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
451
HB Wealth Management
Georgia
$668K
CJ
452
Caitlin John
Michigan
$667K
LFAS
453
Level Four Advisory Services
Texas
$665K
GWAG
454
Garrett Wealth Advisory Group
Texas
$662K
FPW
455
Flagship Private Wealth
Massachusetts
$646K
IC
456
IEQ Capital
California
$639K
IPA
457
Investment Planning Advisors
Georgia
$635K
CFD
458
Creative Financial Designs
Indiana
$628K
WAM
459
WNY Asset Management
New York
$628K
KWA
460
Kingswood Wealth Advisors
California
$626K
MWA
461
Medallion Wealth Advisors
Connecticut
$622K
SQA
462
Simon Quick Advisors
New Jersey
$616K
WAS
463
Westco Advisory Services
New York
$615K
GCM
464
Gambit Capital Management
Tennessee
$613K
COCM
465
Charter Oak Capital Management
New Hampshire
$611K
Bessemer Group
466
Bessemer Group
New Jersey
$608K
RWP
467
Revolve Wealth Partners
New Jersey
$602K
AAS
468
Ameritas Advisory Services
Nebraska
$599K
AFG
469
Arkansas Financial Group
Arkansas
$596K
PVI
470
Pine Valley Investments
New Jersey
$596K
GWM
471
Gilpin Wealth Management
Colorado
$594K
LGW
472
Leslie Global Wealth
Illinois
$577K
DC
473
Davenport & Co
Virginia
$576K
CB
474
Commerce Bank
Missouri
$565K
FDW
475
Fourth Dimension Wealth
Ohio
$564K