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State Street SPDR Portfolio S&P 400 Mid Cap ETF

802 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, 366 increasing their positions, 248 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
LWM
751
Lodestone Wealth Management
Washington
$12.1K
OC
752
Oakworth Capital
Alabama
$11.8K
TWM
753
Topsail Wealth Management
North Carolina
$11.2K
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
CSPIA
755
Cary Street Partners Investment Advisory
Virginia
$10.7K
Citigroup
756
Citigroup
New York
$10.3K
VWM
757
Vermillion Wealth Management
Minnesota
$9.71K
AWM
758
Abound Wealth Management
Tennessee
$8.97K
BA
759
Blueline Advisors
New Hampshire
$8.68K
Q1WB
760
Quest 10 Wealth Builders
Virginia
$8.23K
BL
761
BFSG LLC
California
$7.4K
TFA
762
Transamerica Financial Advisors
Florida
$7.17K
HDIM
763
Hanson & Doremus Investment Management
Vermont
$7K
FC
764
Financial Consulate
Maryland
$6.99K
FFA
765
Frazier Financial Advisors
Ohio
$6.92K
MPW
766
MASECO Private Wealth
$6.34K
1IA
767
1620 Investment Advisors
Massachusetts
$6.22K
RFG
768
REAP Financial Group
Texas
$6.1K
CFO
769
CVA Family Office
Colorado
$5.92K
LWCFA
770
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.56K
APW
771
Atlantic Private Wealth
North Carolina
$5.38K
BIM
772
Breakwater Investment Management
Washington
$5.33K
AGWCA
773
Annis Gardner Whiting Capital Advisors
Florida
$5.33K
MWA
774
Merkkuri Wealth Advisors
New York
$4.96K
KFG
775
Kingdom Financial Group
Arizona
$4.64K