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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
CRIG
301
Charter Research & Investment Group
Connecticut
$3.92M
GVAG
302
Great Valley Advisor Group
Delaware
$3.91M
FTWA
303
Fifth Third Wealth Advisors
Ohio
$3.87M
GEA
304
Glen Eagle Advisors
New Jersey
$3.85M
FCBT
305
First Citizens Bank & Trust
North Carolina
$3.84M
PIM
306
Penobscot Investment Management
Massachusetts
$3.84M
EW
307
Elyxium Wealth
California
$3.82M
ASN
308
Advisory Services Network
Georgia
$3.78M
SWM
309
Segment Wealth Management
Texas
$3.76M
CIA
310
Concurrent Investment Advisors
Florida
$3.76M
OIA
311
OneDigital Investment Advisors
Kansas
$3.74M
WC
312
Woodstock Corp
Massachusetts
$3.74M
UCFA
313
United Capital Financial Advisors
Texas
$3.73M
CIBC World Market
314
CIBC World Market
Ontario, Canada
$3.71M
B
315
Bailard
California
$3.71M
TIP
316
Tandem Investment Partners
New Jersey
$3.71M
MAA
317
Matrix Asset Advisors
New York
$3.69M
KPWS
318
Kestra Private Wealth Services
Texas
$3.63M
WSFS
319
Wilmington Savings Fund Society
Delaware
$3.63M
PWP
320
Precedent Wealth Partners
Texas
$3.63M
FA
321
Flagstar Advisors
New York
$3.61M
SWP
322
Sagespring Wealth Partners
Tennessee
$3.61M
CBT
323
Crews Bank & Trust
Florida
$3.61M
JIC
324
Joel Isaacson & Co
New York
$3.61M
SC
325
Sepio Capital
Utah
$3.58M