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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
JFG
301
JMG Financial Group
Illinois
$4.77M
MFA
302
Mayflower Financial Advisors
Massachusetts
$4.74M -$51.6K -77 -1%
CIA
303
Concurrent Investment Advisors
Florida
$4.73M +$421K +629 +10%
BP
304
Ballentine Partners
Massachusetts
$4.58M
HFRG
305
Houlihan Financial Resource Group
Virginia
$4.55M -$38.8K -58 -0.9%
KFGK
306
Keystone Financial Group (Kentucky)
Kentucky
$4.48M
KeyBank National Association
307
KeyBank National Association
Ohio
$4.46M -$442K -660 -9%
USB
308
Union Savings Bank
Connecticut
$4.46M -$71K -106 -2%
FTWA
309
Fifth Third Wealth Advisors
Ohio
$4.42M -$670 -1 -0%
CRIG
310
Charter Research & Investment Group
Connecticut
$4.4M -$65K -97 -2%
PIM
311
Penobscot Investment Management
Massachusetts
$4.38M
TPCW
312
TD Private Client Wealth
New York
$4.37M +$311K +464 +8%
GEA
313
Glen Eagle Advisors
New Jersey
$4.36M -$36.2K -54 -0.9%
CCFCSB
314
Cape Cod Five Cents Savings Bank
Massachusetts
$4.34M +$4.13M +6,173 New
BFWA
315
Benchmark Financial Wealth Advisors
Florida
$4.29M -$305K -456 -7%
OIA
316
OneDigital Investment Advisors
Kansas
$4.28M +$12.1K +18 +0.3%
SWM
317
Segment Wealth Management
Texas
$4.27M -$10K -15 -0.2%
FCBT
318
First Citizens Bank & Trust
North Carolina
$4.26M -$114K -170 -3%
JIC
319
Joel Isaacson & Co
New York
$4.25M +$132K +197 +3%
CPA
320
Clear Point Advisors
New York
$4.24M +$4.03M +6,023 New
ATC
321
Argent Trust Co
Tennessee
$4.23M +$421K +628 +12%
B
322
Bailard
California
$4.2M -$22.8K -34 -0.6%
HSBC Holdings
323
HSBC Holdings
United Kingdom
$4.2M -$1.25M -1,863 -24%
PFS
324
Paller Financial Services
Colorado
$4.19M -$1.82M -2,719 -31%
MAA
325
Matrix Asset Advisors
New York
$4.17M -$35.5K -53 -0.9%

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.