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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
WC
401
Weil Company
California
$2.41M
PCM
402
Park Capital Management
Wisconsin
$2.4M
BCM
403
Becker Capital Management
Oregon
$2.4M
CA
404
Cambridge Advisors
Nebraska
$2.4M
BFG
405
Baron Financial Group
New Jersey
$2.4M
SJIM
406
St. Johns Investment Management
Florida
$2.38M
RWP
407
RWA Wealth Partners
Massachusetts
$2.38M
CG
408
Caprock Group
Idaho
$2.36M
LWM
409
Lionsbridge Wealth Management
Florida
$2.36M
FLP
410
Financial Life Planners
Arizona
$2.35M
PAS
411
PKS Advisory Services
New York
$2.34M
BWFA
412
Baltimore-Washington Financial Advisors
Maryland
$2.33M
DTC
413
Davidson Trust Company
Washington
$2.32M
HH
414
Hilltop Holdings
Texas
$2.32M
IFS
415
Intelligent Financial Strategies
Minnesota
$2.31M
CWM
416
ClientFirst Wealth Management
Arkansas
$2.31M
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$2.31M
AIP
418
ARS Investment Partners
New York
$2.3M
AIFAIM
419
American Institute for Advanced Investment Management
Arizona
$2.29M
SC
420
Scotia Capital
Ontario, Canada
$2.29M
PCM
421
Pincus Capital Management
New York
$2.28M
CFA
422
Churchill Financial Advisors
Kentucky
$2.27M
LAM
423
Lewis Asset Management
California
$2.27M
RWP
424
Revolve Wealth Partners
New Jersey
$2.25M
IAG
425
Investment Advisory Group
Massachusetts
$2.24M