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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
AWMI
651
Aegis Wealth Management (Iowa)
Iowa
$1.04M
DC
652
Darrow Company
Massachusetts
$1.04M
USWIA
653
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.03M
APP
654
Avantax Planning Partners
Iowa
$1.03M
LPT
655
Legacy Private Trust
Wisconsin
$1.03M
JPG
656
Jordan Park Group
California
$1.03M
FSAG
657
Financial Solutions Advisory Group
Illinois
$1.02M
FA
658
Fiduciary Alliance
South Carolina
$1.02M
ONST
659
Old North State Trust
North Carolina
$1.02M
WPC
660
White Pine Capital
Minnesota
$1.02M
BFG
661
Berger Financial Group
Minnesota
$1.01M
BAAM
662
Baker Avenue Asset Management
California
$1M
VDI
663
Vaughan David Investments
Illinois
$1M
MAG
664
M3 Advisory Group
Massachusetts
$1,000K
AFG
665
Atomi Financial Group
New York
$999K
FPL
666
Fortress Private Ledger
North Carolina
$995K
SFG
667
Sovereign Financial Group
Connecticut
$991K
SB
668
SIG Brokerage
New York
$987K
V
669
VeraBank
Texas
$987K
HBFP
670
Henderson Brothers Financial Partners
Pennsylvania
$982K
BFA
671
Beacon Financial Advisory
Ohio
$980K
OFS
672
OneAscent Financial Services
Alabama
$969K
ACA
673
Aptus Capital Advisors
Alabama
$969K
HIS
674
Harvest Investment Services
Illinois
$962K
BA
675
Bridgewater Advisors
New York
$958K