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State Street SPDR S&P MIDCAP 400 ETF Trust

1,451 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 113 funds opening new positions, 323 increasing their positions, 543 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

1% more funds holding

Funds holding: 1,4321,451 (+19)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.33% less ownership

Funds ownership: 64.03%63.7% (-0.33%)

2% less capital invested

Capital invested by funds: $15.6B → $15.3B (-$305M)

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: 323 | Existing positions reduced: 543

Holders
1,451
Holders Change
+19
Holders Change %
+1.33%
% of All Funds
17.76%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.71%
New
113
Increased
323
Reduced
543
Closed
68
Calls
$461M
Puts
$629M
Net Calls
-$168M
Net Calls Change
-$525M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$100M -$643K -1,014 -0.6%
WF
27
Welch & Forbes
Massachusetts
$99.6M -$3.29M -5,199 -3%
GAM
28
Generali Asset Management
Italy
$98.1M +$101M +158,983 New
WA
29
Waddell & Associates
Tennessee
$94.7M +$2.07M +3,271 +2%
SG Americas Securities
30
SG Americas Securities
New York
$94.6M +$42.9M +67,638 +79%
CB
31
Commerce Bank
Missouri
$87.1M +$72.6M +114,538 +430%
Cerity Partners
32
Cerity Partners
New York
$85.6M +$4.55M +7,186 +5%
WT
33
Whittier Trust
California
$83.2M +$3.23M +5,097 +4%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$76.7M +$21.3M +33,554 +37%
Truist Financial
35
Truist Financial
North Carolina
$73M -$1.63M -2,580 -2%
HBT
36
Hills Bank & Trust
Iowa
$71.2M -$1.38M -2,176 -2%
EWA
37
EP Wealth Advisors
California
$68.9M +$49.6M +78,341 +235%
Brown Advisory
38
Brown Advisory
Maryland
$68.7M -$1.51M -2,390 -2%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$66.5M -$8.57M -13,521 -11%
Stifel Financial
40
Stifel Financial
Missouri
$65.9M -$8.72M -13,763 -11%
Mariner
41
Mariner
Kansas
$65.7M +$1.39M +2,192 +2%
MA
42
Montag & Associates
Georgia
$64.4M +$418K +660 +0.6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$55.1M +$1.61M +2,533 +3%
Ameriprise
44
Ameriprise
Minnesota
$53.9M +$3.41M +5,377 +7%
WT
45
Washington Trust
Rhode Island
$52.7M -$197K -311 -0.4%
AUB
46
Atlantic Union Bankshares
Virginia
$52M -$1.39M -2,198 -3%
MASUI
47
MIRAE ASSET SECURITIES (USA) INC.
New York
$51.4M -$17.6M -27,813 -25%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$49.7M +$1.13M +1,782 +2%
Osaic Holdings
49
Osaic Holdings
Arizona
$46.9M -$8.9M -14,037 -16%
William Blair & Company
50
William Blair & Company
Illinois
$46.7M +$196K +309 +0.4%

MDY Hedge Fund Activity: Q1 2026 in Review

1,451 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2026, worth a combined $15.3B — down 2% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MDY positions and 68 closed out — a net gain of 45 holders — while 323 added to existing stakes and 543 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $271M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $212M.

  • 1,451 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2026, up from 1,432 in Q4 2025.
  • Funds reported $15.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2026, down 2% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2026 and 68 closed out, a net change of +45 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2026 was Morgan Stanley, an estimated $271M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2026 was Kayne Anderson Rudnick Investment Management, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2026.