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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
FCP
276
Fidelis Capital Partners
Florida
$4.72M
BF
277
BOK Financial
Oklahoma
$4.72M
ABC
278
Associated Banc-Corp
Wisconsin
$4.71M
SCG
279
Sonata Capital Group
Washington
$4.7M
NPT
280
Nixon Peabody Trust
Massachusetts
$4.66M
KFP
281
KMG Fiduciary Partners
Ohio
$4.66M
IFPG
282
Intrepid Financial Planning Group
Indiana
$4.65M
CPSAC
283
Chas P. Smith & Associates (CPS)
Florida
$4.63M
BCG
284
Breakwater Capital Group
New Jersey
$4.58M
MWM
285
Modera Wealth Management
New Jersey
$4.57M
BHCM
286
Brevan Howard Capital Management
Jersey
$4.56M
Financial Engines Advisors
287
Financial Engines Advisors
California
$4.55M
MFG
288
Midwest Financial Group
Kansas
$4.49M
EK
289
Evensky & Katz
Florida
$4.46M
KeyBank National Association
290
KeyBank National Association
Ohio
$4.32M
JWCA
291
J.W. Cole Advisors
Florida
$4.25M
MFA
292
Mayflower Financial Advisors
Massachusetts
$4.21M
RMDI
293
R.M. Davis Inc
Maine
$4.2M
JFG
294
JMG Financial Group
Illinois
$4.19M
BFWA
295
Benchmark Financial Wealth Advisors
Florida
$4.05M
KFGK
296
Keystone Financial Group (Kentucky)
Kentucky
$4.04M
HFRG
297
Houlihan Financial Resource Group
Virginia
$4.03M
BP
298
Ballentine Partners
Massachusetts
$4.02M
USB
299
Union Savings Bank
Connecticut
$3.98M
SMH
300
Sanders Morris Harris
Texas
$3.98M