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State Street SPDR S&P MIDCAP 400 ETF Trust

1,447 hedge funds and large institutions have $15.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 322 increasing their positions, 542 reducing their positions, and 67 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 → $15.3B (-$307M)

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: 322 | Existing positions reduced: 542

Holders
1,447
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
SCTC
601
Sanibel Captiva Trust Company
Florida
$1.18M
BRWA
602
B. Riley Wealth Advisors
Florida
$1.18M
LWM
603
Lyell Wealth Management
California
$1.17M
SWA
604
SOA Wealth Advisors
New York
$1.17M
MWM
605
Maltin Wealth Management
New Jersey
$1.17M
OWM
606
Orgel Wealth Management
Wisconsin
$1.17M
PWG
607
Private Wealth Group
Florida
$1.16M
TFG
608
Taylor Financial Group
Virginia
$1.16M
CCWM
609
Cassaday & Co Wealth Management
Virginia
$1.16M
FWM
610
Forza Wealth Management
Florida
$1.16M
PVI
611
Pine Valley Investments
New Jersey
$1.16M
Jennison Associates
612
Jennison Associates
New York
$1.16M
BSA
613
Braun Stacey Associates
New York
$1.15M
FFS
614
Founders Financial Securities
Maryland
$1.15M
CSIC
615
Clifford Swan Investment Counsel
California
$1.15M
TCBWMS
616
Texas Capital Bank Wealth Management Services
Texas
$1.15M
SW
617
SVB Wealth
Massachusetts
$1.15M
SI
618
Saxon Interests
Texas
$1.15M
EGA
619
E&G Advisors
Texas
$1.15M
LFAS
620
Level Four Advisory Services
Texas
$1.15M
LRIC
621
Long Road Investment Counsel
Michigan
$1.14M
SIA
622
SkyView Investment Advisors
New Jersey
$1.14M
OPCM
623
Osborne Partners Capital Management
California
$1.14M
HR
624
Howe & Rusling
New York
$1.13M
BZWA
625
Blue Zone Wealth Advisors
California
$1.13M