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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
EWM
76
Evermay Wealth Management
Virginia
$19.6M +$1.48M +24,256 +8%
CBT
77
Crews Bank & Trust
Florida
$19.4M -$792K -13,011 -4%
MSA
78
Marathon Strategic Advisors
Pennsylvania
$19.3M +$1.55M +25,476 +8%
GWM
79
Geneos Wealth Management
Colorado
$19.3M +$763K +12,535 +4%
Mariner
80
Mariner
Kansas
$18M -$609K -9,999 -3%
SC
81
Savant Capital
Illinois
$17.8M -$855K -14,044 -4%
AF
82
Allworth Financial
California
$17.8M +$1.22M +20,010 +7%
FGAM
83
Financial Gravity Asset Management
Texas
$17.7M +$740K +12,159 +4%
SFP
84
Shepherd Financial Partners
Massachusetts
$17.5M -$323K -5,299 -2%
AWA
85
Alta Wealth Advisors
Massachusetts
$17.4M +$1.23M +20,140 +7%
NPI
86
New Perspectives Inc
Mississippi
$17.3M +$595K +9,771 +3%
CBU
87
CIBC Bancorp USA
Illinois
$17.2M +$17.7M +291,283 New
AWM
88
Avior Wealth Management
Nebraska
$17M +$713K +11,711 +4%
GIA
89
Gladstone Institutional Advisory
Florida
$17M +$460K +7,553 +3%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$16.8M +$3.24M +53,264 +23%
STA
91
Summit Trail Advisors
New York
$16.4M -$904K -14,849 -5%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$16.3M +$478K +7,845 +3%
JP Morgan Chase
93
JP Morgan Chase
New York
$16.2M +$3.21M +52,656 +23%
CCM
94
Coldstream Capital Management
Washington
$15.9M +$312K +5,121 +2%
VVP
95
Venture Visionary Partners
Ohio
$15.7M +$15.6M +255,618 +2,594%
Ameriprise
96
Ameriprise
Minnesota
$15.4M -$1.94M -31,879 -11%
Lido Advisors
97
Lido Advisors
California
$15.1M +$980K +16,104 +7%
NSAM
98
North Star Asset Management
Wisconsin
$15.1M -$636K -10,445 -4%
MHWM
99
Montz Harcus Wealth Management
Louisiana
$14.2M +$453K +7,439 +3%
CNC
100
Citizens & Northern Corp
Pennsylvania
$14.1M +$172K +2,824 +1%