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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
HFRG
301
Houlihan Financial Resource Group
Virginia
$4.03M
BP
302
Ballentine Partners
Massachusetts
$4.02M
USB
303
Union Savings Bank
Connecticut
$3.98M
SMH
304
Sanders Morris Harris
Texas
$3.98M
CRIG
305
Charter Research & Investment Group
Connecticut
$3.92M
GVAG
306
Great Valley Advisor Group
Delaware
$3.91M
FTWA
307
Fifth Third Wealth Advisors
Ohio
$3.87M
GEA
308
Glen Eagle Advisors
New Jersey
$3.85M
FCBT
309
First Citizens Bank & Trust
North Carolina
$3.84M
PIM
310
Penobscot Investment Management
Massachusetts
$3.84M
EW
311
Elyxium Wealth
California
$3.82M
ASN
312
Advisory Services Network
Georgia
$3.78M
SWM
313
Segment Wealth Management
Texas
$3.76M
CIA
314
Concurrent Investment Advisors
Florida
$3.76M
OIA
315
OneDigital Investment Advisors
Kansas
$3.74M
WC
316
Woodstock Corp
Massachusetts
$3.74M
UCFA
317
United Capital Financial Advisors
Texas
$3.73M
CIBC World Market
318
CIBC World Market
Ontario, Canada
$3.71M
B
319
Bailard
California
$3.71M
TIP
320
Tandem Investment Partners
New Jersey
$3.71M
MAA
321
Matrix Asset Advisors
New York
$3.69M
KPWS
322
Kestra Private Wealth Services
Texas
$3.63M
WSFS
323
Wilmington Savings Fund Society
Delaware
$3.63M
PWP
324
Precedent Wealth Partners
Texas
$3.63M
FA
325
Flagstar Advisors
New York
$3.61M