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State Street SPDR S&P MIDCAP 400 ETF Trust

1,427 hedge funds and large institutions have $15.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 536 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $15.6B → $15.2B (-$341M)

27% less call options, than puts

Call options by funds: $461M | Put options by funds: $629M

41% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 536

Holders
1,427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$461M
Puts
$629M
Net Calls
Net Calls Change

Top Sellers

1 -$212M
2 -$159M
3 -$157M
4
Wells Fargo
Wells Fargo
California
-$95M
5
Goldman Sachs
Goldman Sachs
New York
-$92.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
251
Paller Financial Services
Colorado
$5.35M
GAM
252
Gotham Asset Management
New York
$5.33M
MIC
253
Meridian Investment Counsel
California
$5.27M
DWP
254
Daymark Wealth Partners
Ohio
$5.27M
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$5.25M
BONH
256
Bank of New Hampshire
New Hampshire
$5.23M
MMHP
257
Murphy Middleton Hinkle & Parker
Georgia
$5.21M
LIM
258
Leavell Investment Management
Alabama
$5.2M
ATPW
259
Ashton Thomas Private Wealth
Arizona
$5.12M
OC
260
Oppenheimer & Co
New York
$5.1M
BRG
261
Bay Rivers Group
Virginia
$5.04M
FTS
262
Fifth Third Securities
Ohio
$4.89M
MGIA
263
Moneta Group Investment Advisors
Missouri
$4.88M
RA
264
RFG Advisory
Alabama
$4.88M
CCM
265
Colorado Capital Management
Colorado
$4.88M
PFS
266
Prospera Financial Services
Texas
$4.87M
AWM
267
Apollon Wealth Management
South Carolina
$4.87M
HTC
268
Haverford Trust Company
Pennsylvania
$4.83M
NIM
269
Nicollet Investment Management
Minnesota
$4.83M
HSBC Holdings
270
HSBC Holdings
United Kingdom
$4.82M
PWM
271
Perigon Wealth Management
California
$4.81M
WJWM
272
Williams Jones Wealth Management
New York
$4.78M
PAM
273
Peak Asset Management
Colorado
$4.77M
CAG
274
Crestwood Advisors Group
Massachusetts
$4.76M
FTA
275
Financial & Tax Architects
Missouri
$4.74M