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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
MOS
501
MGO One Seven
Ohio
$1.61M
PIMG
502
Patriot Investment Management Group
Tennessee
$1.61M
BFS
503
Bradley Foster & Sargent
Connecticut
$1.6M
ZF
504
Zhang Financial
Michigan
$1.59M
Deutsche Bank
505
Deutsche Bank
Germany
$1.58M
FFN
506
Focus Financial Network
Minnesota
$1.58M
XF
507
XML Financial
Maryland
$1.58M
KWA
508
Kingswood Wealth Advisors
California
$1.57M
SB
509
Semitam Bonam
New York
$1.56M
PWM
510
Peterson Wealth Management
Nevada
$1.55M
TBA
511
Tower Bridge Advisors
Pennsylvania
$1.55M
Neuberger Berman Group
512
Neuberger Berman Group
New York
$1.55M
FNWM
513
Financial Network Wealth Management
Utah
$1.54M
MB
514
MidFirst Bank
Oklahoma
$1.54M
UWPG
515
Ullmann Wealth Partners Group
Florida
$1.54M
IAS
516
Insigneo Advisory Services
Florida
$1.53M
FMWA
517
Forvis Mazars Wealth Advisors
Missouri
$1.53M
ZBNA
518
Zions Bancorporation, National Association
Utah
$1.53M
ET
519
Equitable Trust
Tennessee
$1.52M
AI
520
Accredited Investors
Minnesota
$1.52M
DI
521
Disciplined Investments
Oklahoma
$1.52M
B
522
Bedminster
South Carolina
$1.52M
FFC
523
First Financial Corp
Indiana
$1.51M
PTC
524
Private Trust Company
Ohio
$1.51M
WS
525
Wedbush Securities
California
$1.5M