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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
GSWM
526
Golden State Wealth Management
California
$1.48M
EW
527
Element Wealth
Mississippi
$1.48M
PWA
528
Pitcairn Wealth Advisors
Pennsylvania
$1.47M
CICC
529
Capital Investment Counsel (Colorado)
Colorado
$1.47M
BBWP
530
Beacon Bridge Wealth Partners
Pennsylvania
$1.46M
GAG
531
GM Advisory Group
New York
$1.46M
MC
532
Middleton & Co
Massachusetts
$1.45M
VAM
533
Virtue Asset Management
Illinois
$1.45M
Thrivent Financial for Lutherans
534
Thrivent Financial for Lutherans
Minnesota
$1.44M
BFA
535
Beaumont Financial Advisors
Massachusetts
$1.43M
SFA
536
Sequoia Financial Advisors
Ohio
$1.43M
WFA
537
WJ Financial Advisors
Connecticut
$1.42M
ACA
538
American Capital Advisory
Idaho
$1.41M
ACM
539
Allred Capital Management
Texas
$1.4M
WWA
540
Wealth Watch Advisors
Colorado
$1.39M
TF
541
Tompkins Financial
New York
$1.38M
SAI
542
Savvy Advisors Inc
New York
$1.37M
PL
543
Plancorp LLC
Missouri
$1.37M
KSB
544
Kennebec Savings Bank
Maine
$1.36M
CSP
545
Cary Street Partners
Virginia
$1.36M
JAG
546
Journey Advisory Group
Kentucky
$1.36M
BMC
547
Bear Mountain Capital
Washington
$1.35M
TIAA Trust, National Association
548
TIAA Trust, National Association
North Carolina
$1.35M
MC
549
Moors & Cabot
Massachusetts
$1.35M
GI
550
GAMMA Investing
California
$1.34M