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State Street SPDR S&P MIDCAP 400 ETF Trust

1,447 hedge funds and large institutions have $15.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 322 increasing their positions, 542 reducing their positions, and 67 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 → $15.3B (-$307M)

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: 322 | Existing positions reduced: 542

Holders
1,447
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
PAM
276
Peak Asset Management
Colorado
$4.77M
CAG
277
Crestwood Advisors Group
Massachusetts
$4.76M
FTA
278
Financial & Tax Architects
Missouri
$4.74M
FCP
279
Fidelis Capital Partners
Florida
$4.72M
BF
280
BOK Financial
Oklahoma
$4.72M
ABC
281
Associated Banc-Corp
Wisconsin
$4.71M
SCG
282
Sonata Capital Group
Washington
$4.7M
NPT
283
Nixon Peabody Trust
Massachusetts
$4.66M
KFP
284
KMG Fiduciary Partners
Ohio
$4.66M
IFPG
285
Intrepid Financial Planning Group
Indiana
$4.65M
CPSAC
286
Chas P. Smith & Associates (CPS)
Florida
$4.63M
BCG
287
Breakwater Capital Group
New Jersey
$4.58M
MWM
288
Modera Wealth Management
New Jersey
$4.57M
NA
289
NewEdge Advisors
Louisiana
$4.57M
BHCM
290
Brevan Howard Capital Management
Jersey
$4.56M
Financial Engines Advisors
291
Financial Engines Advisors
California
$4.55M
MFG
292
Midwest Financial Group
Kansas
$4.49M
EK
293
Evensky & Katz
Florida
$4.46M
KeyBank National Association
294
KeyBank National Association
Ohio
$4.32M
JWCA
295
J.W. Cole Advisors
Florida
$4.25M
MFA
296
Mayflower Financial Advisors
Massachusetts
$4.21M
RMDI
297
R.M. Davis Inc
Maine
$4.2M
JFG
298
JMG Financial Group
Illinois
$4.19M
BFWA
299
Benchmark Financial Wealth Advisors
Florida
$4.05M
KFGK
300
Keystone Financial Group (Kentucky)
Kentucky
$4.04M