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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
SYBT
576
Stock Yards Bank & Trust
Kentucky
$1.25M
VA
577
VestGen Advisors
Illinois
$1.24M
CIA
578
Choate Investment Advisors
Massachusetts
$1.24M
GFP
579
Gryphon Financial Partners
Ohio
$1.24M
DWT
580
Dorsey & Whitney Trust
South Dakota
$1.24M
AMCA
581
Arthur M. Cohen & Associates
Illinois
$1.24M
CPA
582
Capital Planning Advisors
California
$1.23M
NCM
583
NCM Capital Management
New Jersey
$1.23M
AAS
584
Ameritas Advisory Services
Nebraska
$1.22M
CWM
585
CCG Wealth Management
California
$1.22M
CHAM
586
Clear Harbor Asset Management
Connecticut
$1.21M
LSIA
587
LaSalle St. Investment Advisors
Illinois
$1.21M
CC
588
Centiva Capital
New York
$1.21M
FCCM
589
First City Capital Management
Georgia
$1.21M
FRA
590
Frank Rimerman Advisors
California
$1.21M
BWP
591
Burling Wealth Partners
Illinois
$1.2M
CRWM
592
Castle Rock Wealth Management
California
$1.19M
RCA
593
Runnymede Capital Advisors
Ohio
$1.19M
Fiera Capital (Canada)
594
Fiera Capital (Canada)
Quebec, Canada
$1.18M
SCTC
595
Sanibel Captiva Trust Company
Florida
$1.18M
BRWA
596
B. Riley Wealth Advisors
Florida
$1.18M
LWM
597
Lyell Wealth Management
California
$1.17M
SWA
598
SOA Wealth Advisors
New York
$1.17M
MWM
599
Maltin Wealth Management
New Jersey
$1.17M
OWM
600
Orgel Wealth Management
Wisconsin
$1.17M