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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
Fisher Asset Management
826
Fisher Asset Management
Washington
-$296K -5,103 Closed
MMHP
827
Murphy Middleton Hinkle & Parker
Georgia
-$626K -4,947 Closed
HH
828
Hilltop Holdings
Texas
-$286K -4,935 Closed
QCM
829
QRG Capital Management
Illinois
-$262K -4,522 Closed
CCG
830
Capital CS Group
California
-$260K -4,495 Closed
PWS
831
Precision Wealth Strategies
Missouri
-$234K -4,047 Closed
SAM
832
Smithbridge Asset Management
Pennsylvania
-$231K -3,990 Closed
DAS
833
Diversify Advisory Services
Utah
-$216K -3,516 Closed
PFA
834
Professional Financial Advisors
Nebraska
-$204K -3,516 Closed
SI
835
Stephens Inc
Arkansas
-$202K -3,489 Closed
MW
836
Maia Wealth
Colorado
-$202K -3,258 Closed
FFL
837
Financial Freedom LLC
Ohio
-$128K -2,214 Closed
CIA
838
Cape Investment Advisory
Georgia
-$71.3K -1,232 Closed
IIM
839
IFC & Insurance Marketing
California
-$53K -918 Closed
Qube Research & Technologies (QRT)
840
Qube Research & Technologies (QRT)
United Kingdom
-$34.8K -601 Closed
OC
841
Optima Capital
Oregon
-$33.1K -572 Closed
CFS
842
Compass Financial Services
Iowa
-$32K -553 Closed
EW
843
Elyxium Wealth
California
-$31K -535 Closed
FIM
844
FWL Investment Management
Texas
-$18.2K -314 Closed
AIP
845
Ameritas Investment Partners
Nebraska
-$17.4K -300 Closed
SHF
846
Safe Harbor Fiduciary
Florida
-$13.5K -233 Closed
WAG
847
Wilkerson Advisory Group
Missouri
-$13.3K -229 Closed
DRS
848
Deane Retirement Strategies
Louisiana
-$13.1K -226 Closed
FPF
849
First Pacific Financial
Washington
-$9.47K -164 Closed
HI
850
Hoey Investments
Pennsylvania
-$7.18K -124 Closed