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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 85 funds opening new positions, 370 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
CFP
101
Cascade Financial Partners
California
$14.1M
B
102
Bensler
Washington
$14M
IWP
103
IAG Wealth Partners
Wisconsin
$13.6M
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$13.2M
HSWS
105
Higgins & Schmidt Wealth Strategies
Colorado
$13.2M
TFA
106
TPG Financial Advisors
Oregon
$13.1M
WWM
107
Western Wealth Management
Colorado
$12.8M
WA
108
WBH Advisory
Maryland
$12.6M
MGIA
109
Moneta Group Investment Advisors
Missouri
$12.1M
PA
110
PSI Advisors
Florida
$12.1M
FA
111
FF Advisors
California
$12M
WI
112
WrapManager Inc
California
$12M
SA
113
Stewardship Advisors
Pennsylvania
$11.8M
MPG
114
My Portfolio Guide
California
$11.7M
RFS
115
Retirement Financial Solutions
Tennessee
$11.4M
BPA
116
Beacon Pointe Advisors
California
$11.2M
WMR
117
Wealth Management Resources
Rhode Island
$11.2M
SA
118
Sanctuary Advisors
Indiana
$10.9M
NA
119
NewEdge Advisors
Louisiana
$10.8M
XPN
120
XY Planning Network
Montana
$10.7M
CWM
121
Collaborative Wealth Management
Florida
$10.4M
LK
122
Lumbard & Kellner
New Hampshire
$10.2M
ZF
123
Zhang Financial
Michigan
$10.2M
CA
124
CGN Advisors
Kansas
$10M
WFPG
125
Waller Financial Planning Group
Ohio
$10M