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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
RW
426
RVW Wealth
California
$2.24M
FF
427
Finley Financial
Nevada
$2.24M
FCH
428
Freestone Capital Holdings
Washington
$2.23M
CIAS
429
Capital Investment Advisory Services
North Carolina
$2.23M
WAAG
430
Wealth Alliance Advisory Group
Kansas
$2.22M
TPI
431
Trust Point Inc
Wisconsin
$2.21M
HF
432
HRT Financial
New York
$2.2M
TWM
433
Topsail Wealth Management
North Carolina
$2.19M
MBWA
434
Marin Bay Wealth Advisors
California
$2.19M
RDWM
435
Red Door Wealth Management
Tennessee
$2.17M
MAM
436
McLaughlin Asset Management
Illinois
$2.17M
HI
437
Horizon Investments
North Carolina
$2.16M
LC
438
Lavaca Capital
Texas
$2.16M
SL
439
Sentinus LLC
Illinois
$2.11M
1IA
440
1834 Investment Advisors
Wisconsin
$2.1M
RSS
441
Rosenblum Silverman Sutton
California
$2.08M
ZIC
442
ZWJ Investment Counsel
Georgia
$2.08M
Chevy Chase Trust
443
Chevy Chase Trust
Maryland
$2.07M
CFA
444
CWS Financial Advisors
Michigan
$2.05M
Bank of Nova Scotia
445
Bank of Nova Scotia
Ontario, Canada
$2.04M
EFG
446
Embree Financial Group
Illinois
$2.01M
AG
447
AlTi Global
New York
$2.01M
MYIA
448
Mount Yale Investment Advisors
Colorado
$2M
OSNBOA
449
Old Second National Bank of Aurora
Illinois
$1.97M
SWA
450
Stratos Wealth Advisors
Ohio
$1.96M