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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
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$28.3M +$2.62M +43,097 +10%
TAP
52
TSG Advice Partners
Ohio
$28.2M +$27.9M +457,839 +2,502%
CWM
53
Cahaba Wealth Management
Georgia
$27.8M +$1.11M +18,297 +4%
Corient Private Wealth
54
Corient Private Wealth
Florida
$27.8M -$28.3M -464,856 -49%
WA
55
Waverly Advisors
Alabama
$27.7M +$3.14M +51,578 +12%
FSG
56
Financial Strategies Group
Michigan
$27.5M +$1.6M +26,363 +7%
MML Investors Services
57
MML Investors Services
Massachusetts
$27.4M -$2.02M -33,190 -7%
AssetMark Inc
58
AssetMark Inc
California
$26.2M +$1.02M +16,732 +4%
DJSG
59
D.J. St. Germain
Massachusetts
$25M -$1.32M -21,759 -5%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$24.6M +$2.82M +46,290 +10%
FNT
61
First National Trust
Pennsylvania
$24.1M -$122K -2,005 -0.5%
PCM
62
Penserra Capital Management
California
$24.1M +$7.86M +129,169 +47%
IAS
63
Integrity Advisory Solutions
Texas
$23.9M +$489K +8,035 +2%
DWM
64
Dakota Wealth Management
Florida
$23.9M +$2.8M +45,919 +13%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$23.7M -$16M -262,762 -40%
SLF
66
Sun Life Financial
Ontario, Canada
$23.6M +$24.3M +398,410 New
Cerity Partners
67
Cerity Partners
New York
$22.9M +$14.8M +243,175 +169%
OFS
68
OneAscent Financial Services
Alabama
$22.9M +$23.5M +386,070 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$22.7M +$2.45M +40,275 +12%
EIG
70
Ellenbecker Investment Group
Wisconsin
$22.6M +$2.09M +34,412 +10%
OWA
71
Octavia Wealth Advisors
Ohio
$21.6M +$10.5M +172,496 +90%
AQR Capital Management
72
AQR Capital Management
Connecticut
$21.5M +$10.8M +176,791 +95%
RA
73
RFG Advisory
Alabama
$20.6M -$2.02M -33,154 -9%
RWM
74
Reston Wealth Management
Virginia
$20.3M -$2.55M -41,862 -11%
IAA
75
Independent Advisor Alliance
North Carolina
$20M +$17.3M +285,013 +544%