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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
BI
551
Beckerman Institutional
New Jersey
$360K
WAOTB
552
Wealth Advisors of Tampa Bay
Florida
$360K
BWFA
553
Baltimore-Washington Financial Advisors
Maryland
$356K
KA
554
Kovack Advisors
Florida
$353K
OE
555
October Effect
Virginia
$351K
VA
556
VestGen Advisors
Illinois
$349K
MWM
557
Maripau Wealth Management
Indiana
$348K
SA
558
Scarborough Advisors
Maryland
$346K
BWP
559
Balboa Wealth Partners
Arizona
$345K
MWM
560
Marion Wealth Management
Pennsylvania
$338K
VPP
561
Vertex Planning Partners
Illinois
$338K
WFAG
562
Wescott Financial Advisory Group
Pennsylvania
$337K
AllianceBernstein
563
AllianceBernstein
Tennessee
$337K
SFG
564
Sovereign Financial Group
Connecticut
$336K
SWM
565
SigFig Wealth Management
California
$333K
IWM
566
Iams Wealth Management
Nebraska
$331K
UB
567
UMB Bank
Missouri
$328K
AWA
568
Acorn Wealth Advisors
Michigan
$328K
AMG
569
APS Management Group
California
$327K
PWP
570
Precedent Wealth Partners
Texas
$325K
RBFC
571
Roman Butler Fullerton & Co
Missouri
$321K
ACM
572
Advisors Capital Management
New Jersey
$319K
TI
573
Truepoint Inc
Ohio
$319K
BFS
574
BridgePort Financial Solutions
Iowa
$318K
RMDI
575
R.M. Davis Inc
Maine
$318K