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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
WPC
651
White Pine Capital
Minnesota
$1.02M
BFG
652
Berger Financial Group
Minnesota
$1.01M
BAAM
653
Baker Avenue Asset Management
California
$1M
VDI
654
Vaughan David Investments
Illinois
$1M
MAG
655
M3 Advisory Group
Massachusetts
$1,000K
AFG
656
Atomi Financial Group
New York
$999K
FPL
657
Fortress Private Ledger
North Carolina
$995K
SFG
658
Sovereign Financial Group
Connecticut
$991K
V
659
VeraBank
Texas
$987K
SB
660
SIG Brokerage
New York
$987K
HBFP
661
Henderson Brothers Financial Partners
Pennsylvania
$982K
BFA
662
Beacon Financial Advisory
Ohio
$980K
OFS
663
OneAscent Financial Services
Alabama
$969K
ACA
664
Aptus Capital Advisors
Alabama
$969K
HIS
665
Harvest Investment Services
Illinois
$962K
BA
666
Bridgewater Advisors
New York
$958K
CWM
667
Cornerstone Wealth Management
Missouri
$957K
SG
668
StoneX Group
New York
$956K
FIA
669
Foundations Investment Advisors
Arizona
$948K
CP
670
Clarendon Private
Massachusetts
$942K
PCP
671
Panoramic Capital Partners
Oregon
$941K
GWP
672
Gen-Wealth Partners
Michigan
$929K
WF
673
Warner Financial
Maryland
$928K
WTFG
674
Wood Tarver Financial Group
Idaho
$927K
RCS
675
Retirement Capital Strategies
California
$926K