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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
EFG
451
Embree Financial Group
Illinois
$2.01M
AG
452
AlTi Global
New York
$2.01M
MYIA
453
Mount Yale Investment Advisors
Colorado
$2M
OSNBOA
454
Old Second National Bank of Aurora
Illinois
$1.97M
SWA
455
Stratos Wealth Advisors
Ohio
$1.96M
AWA
456
Acorn Wealth Advisors
Michigan
$1.96M
GCP
457
GSA Capital Partners
United Kingdom
$1.96M
WIC
458
Woodmont Investment Counsel
Tennessee
$1.95M
CWMK
459
Caliber Wealth Management (Kansas)
Kansas
$1.95M
VWM
460
Venturi Wealth Management
Texas
$1.94M
GP
461
Gridiron Partners
Pennsylvania
$1.93M
MCWS
462
McKinley Carter Wealth Services
West Virginia
$1.92M
VA
463
Valmark Advisers
Ohio
$1.91M
JIG
464
Junk Investment Group
Maryland
$1.89M
JKA
465
Jones Kertz & Associates
Minnesota
$1.89M
FI
466
Finivi Inc
Massachusetts
$1.89M
AL
467
Aspiriant LLC
California
$1.89M
KLI
468
Kelman-Lazarov Inc
Tennessee
$1.87M
IFG
469
Independent Financial Group
California
$1.87M
Jane Street
470
Jane Street
New York
$1.86M
RFC
471
Regions Financial Corp
Alabama
$1.83M
BCA
472
Bitterroot Capital Advisors
Montana
$1.81M
G
473
GenTrust
Florida
$1.8M
OSAM
474
O'Shaughnessy Asset Management
Connecticut
$1.8M
QT
475
Quantbot Technologies
New York
$1.8M