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State Street SPDR S&P MIDCAP 400 ETF Trust

1,529 hedge funds and large institutions have $17.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 344 increasing their positions, 537 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 45

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

5% more funds holding

Funds holding: 1,4511,529 (+78)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.82% less ownership

Funds ownership: 63.7%62.88% (-0.82%)

36% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 537

48% less call options, than puts

Call options by funds: $462M | Put options by funds: $887M

Holders
1,529
Holders Change
+78
Holders Change %
+5.38%
% of All Funds
18.48%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
153
Increased
344
Reduced
537
Closed
45
Calls
$462M
Puts
$887M
Net Calls
-$426M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
276
NewEdge Advisors
Louisiana
$5.42M +$205K +306 +4%
PAM
277
Peak Asset Management
Colorado
$5.42M -$25.4K -38 -0.5%
EK
278
Evensky & Katz
Florida
$5.38M +$278K +415 +6%
WJWM
279
Williams Jones Wealth Management
New York
$5.37M -$83K -124 -2%
PWM
280
Perigon Wealth Management
California
$5.34M -$132K -197 -3%
NPT
281
Nixon Peabody Trust
Massachusetts
$5.31M
GS
282
GTS Securities
Florida
$5.31M -$27.1M -40,423 -84%
KFP
283
KMG Fiduciary Partners
Ohio
$5.31M -$5.36K -8 -0.1%
ABC
284
Associated Banc-Corp
Wisconsin
$5.29M -$77K -115 -2%
IFPG
285
Intrepid Financial Planning Group
Indiana
$5.25M -$51.6K -77 -1%
BONH
286
Bank of New Hampshire
New Hampshire
$5.25M -$682K -1,019 -12%
MFG
287
Midwest Financial Group
Kansas
$5.25M +$123K +183 +3%
CAG
288
Crestwood Advisors Group
Massachusetts
$5.22M -$202K -302 -4%
MGIA
289
Moneta Group Investment Advisors
Missouri
$5.19M -$364K -544 -7%
MIC
290
Means Investment Company
Maine
$5.14M +$1.3M +1,940 +36%
BCG
291
Breakwater Capital Group
New Jersey
$5.13M -$90.4K -135 -2%
BF
292
BOK Financial
Oklahoma
$5.11M -$255K -381 -5%
HH
293
Hilltop Holdings
Texas
$5.08M +$2.31M +3,455 +92%
Financial Engines Advisors
294
Financial Engines Advisors
California
$5.05M -$137K -205 -3%
CCM
295
Colorado Capital Management
Colorado
$4.99M -$541K -808 -10%
JWCA
296
J.W. Cole Advisors
Florida
$4.99M +$136K +203 +3%
MWM
297
Modera Wealth Management
New Jersey
$4.96M -$244K -365 -5%
BEC
298
Blue Edge Capital
Virginia
$4.94M -$1.06M -1,587 -18%
FTUS
299
Flow Traders U.S.
New York
$4.9M -$1.31M -1,954 -22%
RMDI
300
R.M. Davis Inc
Maine
$4.78M -$14.1K -21 -0.3%

MDY Hedge Fund Activity: Q2 2026 in Review

1,529 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2026, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new MDY positions and 45 closed out — a net gain of 108 holders — while 344 added to existing stakes and 537 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $276M. The largest seller was Morgan Stanley, cutting an estimated $206M.

  • 1,529 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2026, up from 1,451 in Q1 2026.
  • Funds reported $17.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2026, up 13% quarter-over-quarter.
  • 153 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2026 and 45 closed out, a net change of +108 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2026 was Meitav Investment House, an estimated $276M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2026 was Morgan Stanley, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2026.