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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
PWG
601
Private Wealth Group
Florida
$1.16M
TFG
602
Taylor Financial Group
Virginia
$1.16M
CCWM
603
Cassaday & Co Wealth Management
Virginia
$1.16M
FWM
604
Forza Wealth Management
Florida
$1.16M
Jennison Associates
605
Jennison Associates
New York
$1.16M
BSA
606
Braun Stacey Associates
New York
$1.15M
FFS
607
Founders Financial Securities
Maryland
$1.15M
CSIC
608
Clifford Swan Investment Counsel
California
$1.15M
TCBWMS
609
Texas Capital Bank Wealth Management Services
Texas
$1.15M
SW
610
SVB Wealth
Massachusetts
$1.15M
SI
611
Saxon Interests
Texas
$1.15M
EGA
612
E&G Advisors
Texas
$1.15M
LFAS
613
Level Four Advisory Services
Texas
$1.15M
LRIC
614
Long Road Investment Counsel
Michigan
$1.14M
SIA
615
SkyView Investment Advisors
New Jersey
$1.14M
OPCM
616
Osborne Partners Capital Management
California
$1.14M
HR
617
Howe & Rusling
New York
$1.13M
BZWA
618
Blue Zone Wealth Advisors
California
$1.13M
GWS
619
Glassman Wealth Services
Virginia
$1.13M
DAS
620
Dynamic Advisor Solutions
Arizona
$1.13M
QCM
621
QRG Capital Management
Illinois
$1.12M
MCM
622
Manchester Capital Management
Vermont
$1.11M
RBWA
623
RFG - Bristol Wealth Advisors
Massachusetts
$1.11M
PWW
624
Pettyjohn Wood & White
Virginia
$1.1M
CA
625
Capital Advantage
California
$1.1M