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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
ATFA
401
All Terrain Financial Advisors
Minnesota
$2.46M
CWM
402
Connecticut Wealth Management
Connecticut
$2.46M
BT
403
Banque Transatlantique
France
$2.44M
IAIM
404
International Assets Investment Management
Florida
$2.42M
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$2.41M
WC
406
Weil Company
California
$2.41M
PCM
407
Park Capital Management
Wisconsin
$2.4M
BCM
408
Becker Capital Management
Oregon
$2.4M
CA
409
Cambridge Advisors
Nebraska
$2.4M
BFG
410
Baron Financial Group
New Jersey
$2.4M
SJIM
411
St. Johns Investment Management
Florida
$2.38M
RWP
412
RWA Wealth Partners
Massachusetts
$2.38M
CG
413
Caprock Group
Idaho
$2.36M
LWM
414
Lionsbridge Wealth Management
Florida
$2.36M
FLP
415
Financial Life Planners
Arizona
$2.35M
PAS
416
PKS Advisory Services
New York
$2.34M
BWFA
417
Baltimore-Washington Financial Advisors
Maryland
$2.33M
DTC
418
Davidson Trust Company
Washington
$2.32M
HH
419
Hilltop Holdings
Texas
$2.32M
IFS
420
Intelligent Financial Strategies
Minnesota
$2.31M
CWM
421
ClientFirst Wealth Management
Arkansas
$2.31M
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$2.31M
AIP
423
ARS Investment Partners
New York
$2.3M
AIFAIM
424
American Institute for Advanced Investment Management
Arizona
$2.29M
SC
425
Scotia Capital
Ontario, Canada
$2.29M