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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
AWA
451
Acorn Wealth Advisors
Michigan
$1.96M
GCP
452
GSA Capital Partners
United Kingdom
$1.96M
WIC
453
Woodmont Investment Counsel
Tennessee
$1.95M
CWMK
454
Caliber Wealth Management (Kansas)
Kansas
$1.95M
VWM
455
Venturi Wealth Management
Texas
$1.94M
GP
456
Gridiron Partners
Pennsylvania
$1.93M
MCWS
457
McKinley Carter Wealth Services
West Virginia
$1.92M
VA
458
Valmark Advisers
Ohio
$1.91M
JIG
459
Junk Investment Group
Maryland
$1.89M
JKA
460
Jones Kertz & Associates
Minnesota
$1.89M
FI
461
Finivi Inc
Massachusetts
$1.89M
AL
462
Aspiriant LLC
California
$1.89M
KLI
463
Kelman-Lazarov Inc
Tennessee
$1.87M
IFG
464
Independent Financial Group
California
$1.87M
Jane Street
465
Jane Street
New York
$1.86M
RFC
466
Regions Financial Corp
Alabama
$1.83M
BCA
467
Bitterroot Capital Advisors
Montana
$1.81M
G
468
GenTrust
Florida
$1.8M
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$1.8M
QT
470
Quantbot Technologies
New York
$1.8M
TIA
471
Tiemann Investment Advisors
California
$1.79M
STA
472
Summit Trail Advisors
New York
$1.79M
BM
473
Berman McAleer
Maryland
$1.78M
FMTC
474
Farmers & Merchants Trust Company
California
$1.77M
SW
475
SlateStone Wealth
Florida
$1.77M