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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
CFP
101
Cascade Financial Partners
California
$14.1M +$582K +9,557 +4%
B
102
Bensler
Washington
$14M +$332K +5,447 +2%
IWP
103
IAG Wealth Partners
Wisconsin
$13.6M +$199K +3,275 +1%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$13.2M +$68.3K +1,122 +0.5%
HSWS
105
Higgins & Schmidt Wealth Strategies
Colorado
$13.2M +$308K +5,066 +2%
TFA
106
TPG Financial Advisors
Oregon
$13.1M +$902K +14,812 +7%
WWM
107
Western Wealth Management
Colorado
$12.8M +$2.1M +34,458 +19%
WA
108
WBH Advisory
Maryland
$12.6M +$144K +2,370 +1%
MGIA
109
Moneta Group Investment Advisors
Missouri
$12.1M -$290K -4,766 -2%
PA
110
PSI Advisors
Florida
$12.1M +$1.13M +18,609 +10%
FA
111
FF Advisors
California
$12M +$811K +13,318 +8%
WI
112
WrapManager Inc
California
$12M +$458K +7,524 +4%
SA
113
Stewardship Advisors
Pennsylvania
$11.8M +$395K +6,492 +3%
MPG
114
My Portfolio Guide
California
$11.7M +$12.1M +198,060 New
RFS
115
Retirement Financial Solutions
Tennessee
$11.4M -$10.9M -179,006 -48%
BPA
116
Beacon Pointe Advisors
California
$11.2M +$6.63M +108,893 +136%
WMR
117
Wealth Management Resources
Rhode Island
$11.2M +$143K +2,351 +1%
SA
118
Sanctuary Advisors
Indiana
$10.9M -$12.4K -204 -0.1%
NA
119
NewEdge Advisors
Louisiana
$10.8M -$29.3K -482 -0.3%
XPN
120
XY Planning Network
Montana
$10.7M +$730K +11,997 +7%
CWM
121
Collaborative Wealth Management
Florida
$10.4M +$16.1K +264 +0.2%
LK
122
Lumbard & Kellner
New Hampshire
$10.2M +$142K +2,326 +1%
ZF
123
Zhang Financial
Michigan
$10.2M -$264K -4,332 -2%
CA
124
CGN Advisors
Kansas
$10M -$26.6K -437 -0.3%
WFPG
125
Waller Financial Planning Group
Ohio
$10M -$1.8M -29,516 -15%