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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
CWM
426
ClientFirst Wealth Management
Arkansas
$2.63M
DTC
427
Davidson Trust Company
Washington
$2.63M -$20.1K -30 -0.8%
AIFAIM
428
American Institute for Advanced Investment Management
Arizona
$2.6M -$14.7K -22 -0.6%
PCM
429
Pincus Capital Management
New York
$2.6M
EW
430
Expressive Wealth
Illinois
$2.6M -$92.4K -138 -4%
PAS
431
PKS Advisory Services
New York
$2.59M -$72.3K -108 -3%
IFS
432
Intelligent Financial Strategies
Minnesota
$2.59M -$43.5K -65 -2%
WC
433
Weil Company
California
$2.59M -$152K -227 -6%
LAM
434
Lewis Asset Management
California
$2.58M
CFA
435
Churchill Financial Advisors
Kentucky
$2.58M -$6.7K -10 -0.3%
RWP
436
Revolve Wealth Partners
New Jersey
$2.57M
LWM
437
Lionsbridge Wealth Management
Florida
$2.56M -$123K -184 -5%
IAG
438
Investment Advisory Group
Massachusetts
$2.56M
CM
439
Cercano Management
Washington
$2.56M +$2.43M +3,636 New
FFA
440
Farther Finance Advisors
California
$2.55M -$289K -431 -11%
MAM
441
McLaughlin Asset Management
Illinois
$2.54M +$61.6K +92 +3%
CCM
442
Coldstream Capital Management
Washington
$2.52M -$1.06M -1,589 -31%
TPI
443
Trust Point Inc
Wisconsin
$2.52M -$670 -1 -0%
BCM
444
Becker Capital Management
Oregon
$2.52M -$212K -317 -8%
AWA
445
Acorn Wealth Advisors
Michigan
$2.5M +$257K +384 +12%
SC
446
Scotia Capital
Ontario, Canada
$2.5M -$109K -163 -4%
PPA
447
Pacific Point Advisors
California
$2.5M +$543K +811 +30%
TWM
448
Topsail Wealth Management
North Carolina
$2.5M
Squarepoint
449
Squarepoint
New York
$2.5M +$2.38M +3,548 New
CWM
450
Connecticut Wealth Management
Connecticut
$2.49M -$297K -443 -11%

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.