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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
WSWA
126
Warren Street Wealth Advisors
California
$9.99M -$213K -3,497 -2%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$9.9M -$1.32M -21,631 -11%
IWC
128
Integrated Wealth Concepts
Massachusetts
$9.86M +$4.87M +80,004 +93%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$9.8M +$116K +1,900 +1%
WCM
130
Windsor Capital Management
Arizona
$9.63M -$315K -5,167 -3%
NA
131
Nottingham Advisors
New York
$9.59M +$2.03M +33,395 +26%
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$9.56M +$2.04M +33,500 +26%
WFAG
133
Worth Financial Advisory Group
North Carolina
$9.54M -$462K -7,586 -49%
WANY
134
Wealthspire Advisors (New York)
New York
$8.95M -$282K -4,633 -3%
MFA
135
Millington Financial Advisors
Illinois
$8.92M +$74.5K +1,224 +0.9%
VCM
136
Vivaldi Capital Management
Illinois
$8.72M +$897K +14,736 +11%
BCP
137
Berkeley Capital Partners
Georgia
$8.65M +$182K +2,983 +2%
BFPW
138
BOK Financial Private Wealth
Colorado
$8.44M +$31.3K +514 +0.4%
Northern Trust
139
Northern Trust
Illinois
$8.17M +$34.5K +566 +0.4%
CPIG
140
Chicago Partners Investment Group
Illinois
$8.14M +$174K +2,852 +2%
AC
141
AlphaCore Capital
California
$8.13M -$1.15M -18,841 -12%
RF
142
RetireMitten Financial
Michigan
$8.09M +$8.32M +136,630 New
IWM
143
IHT Wealth Management
Illinois
$7.94M +$427K +7,008 +6%
CIC
144
Carnegie Investment Counsel
Ohio
$7.86M +$67.1K +1,102 +0.8%
BCI
145
Brinker Capital Investments
Pennsylvania
$7.81M -$295K -4,845 -4%
ITC
146
Inspire Trust Company
Nevada
$7.73M +$348K +5,721 +5%
GI
147
Gradient Investments
Minnesota
$7.67M +$1.23M +20,150 +18%
PWG
148
Private Wealth Group
Florida
$7.59M +$94K +1,544 +1%
AA
149
AF Advisors
California
$7.58M
SWP
150
Stratos Wealth Partners
Ohio
$7.42M +$109K +1,788 +1%