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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
IFG
476
Independent Financial Group
California
$2.2M +$68.3K +102 +3%
GP
477
Gridiron Partners
Pennsylvania
$2.2M
MCWS
478
McKinley Carter Wealth Services
West Virginia
$2.19M -$2.68K -4 -0.1%
FI
479
Finivi Inc
Massachusetts
$2.17M +$7.37K +11 +0.4%
JIG
480
Junk Investment Group
Maryland
$2.16M +$4.02K +6 +0.2%
AL
481
Aspiriant LLC
California
$2.15M
WIC
482
Woodmont Investment Counsel
Tennessee
$2.14M -$85.7K -128 -4%
VA
483
Valmark Advisers
Ohio
$2.14M -$36.2K -54 -2%
KLI
484
Kelman-Lazarov Inc
Tennessee
$2.12M -$16.7K -25 -0.8%
CWMK
485
Caliber Wealth Management (Kansas)
Kansas
$2.11M -$101K -151 -5%
QT
486
Quantbot Technologies
New York
$2.11M +$57.6K +86 +3%
IMC Chicago
487
IMC Chicago
Illinois
$2.09M -$14.3M -21,362 -88%
JKA
488
Jones Kertz & Associates
Minnesota
$2.08M -$78.3K -117 -4%
RFC
489
Regions Financial Corp
Alabama
$2.07M -$14.1K -21 -0.7%
BCA
490
Bitterroot Capital Advisors
Montana
$2.06M
G
491
GenTrust
Florida
$2.05M
TIA
492
Tiemann Investment Advisors
California
$2.04M -$2.68K -4 -0.1%
STA
493
Summit Trail Advisors
New York
$2.04M +$670 +1 +0%
AWM
494
Axxcess Wealth Management
California
$2.04M +$1.94M +2,901 New
CWM
495
Carolina Wealth Management
North Carolina
$2.03M +$1.93M +2,888 New
SWA
496
Stratos Wealth Advisors
Ohio
$2.01M -$210K -313 -10%
Nuveen
497
Nuveen
North Carolina
$2M +$1.9M +2,844 New
IAN
498
Integrated Advisors Network
Texas
$1.98M -$17.4K -26 -0.9%
CL
499
CSS LLC
Illinois
$1.98M
OWP
500
Obermeyer Wealth Partners
Colorado
$1.98M -$22.8K -34 -1%

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.