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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
JF
151
Jump Financial
Illinois
$7.24M +$6.74M +110,685 +962%
CCM
152
Consolidated Capital Management
California
$7.17M +$7.37M +121,143 New
OIA
153
OneDigital Investment Advisors
Kansas
$7.13M -$219K -3,595 -3%
KW
154
KWB Wealth
California
$7.09M -$18.9K -310 -0.3%
AF
155
Abound Financial
California
$6.95M -$742K -12,184 -9%
ECM
156
Evergreen Capital Management
Washington
$6.93M +$1.93M +31,688 +37%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$6.88M -$285K -4,681 -4%
IFG
158
Independent Financial Group
California
$6.36M +$102K +1,678 +2%
RCA
159
Resonant Capital Advisors
Wisconsin
$6.32M -$43.9K -721 -0.7%
MWM
160
Modera Wealth Management
New Jersey
$6.31M -$878K -14,431 -12%
PC
161
Pecaut & Co
Iowa
$6.28M -$242K -3,969 -4%
CWM
162
CarsonAllaria Wealth Management
Illinois
$6.22M +$521K +8,562 +9%
PRS
163
Pinkerton Retirement Specialists
Idaho
$6.19M -$620K -10,187 -9%
AWA
164
Arkadios Wealth Advisors
Georgia
$6.18M +$5.26M +86,432 +481%
BFA
165
Bill Few Associates
Pennsylvania
$6.18M +$174K +2,852 +3%
QCM
166
Quantinno Capital Management
New York
$6.13M +$2.3M +37,849 +58%
AC
167
Addison Capital
Pennsylvania
$6.1M +$652K +10,717 +12%
ODFS
168
O'Donnell Financial Services
California
$6.09M +$182K +2,985 +3%
VCP
169
Verus Capital Partners
Arizona
$5.99M +$88.8K +1,459 +1%
TRCT
170
Tower Research Capital (TRC)
New York
$5.98M +$6.14M +100,929 +438,822%
HI
171
Harbour Investments
Wisconsin
$5.97M +$3.01M +49,498 +97%
Jones Financial Companies
172
Jones Financial Companies
Missouri
$5.96M +$1.32M +21,695 +27%
NAM
173
NorthCrest Asset Manangement
Minnesota
$5.88M +$2.59M +42,589 +76%
CL
174
CVFG LLC
Indiana
$5.84M +$316K +5,198 +6%
SP
175
Sherman Porfolios
Idaho
$5.84M -$197K -3,244 -3%