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State Street SPDR S&P MIDCAP 400 ETF Trust

1,529 hedge funds and large institutions have $17.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 344 increasing their positions, 537 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 45

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

5% more funds holding

Funds holding: 1,4511,529 (+78)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.82% less ownership

Funds ownership: 63.7%62.88% (-0.82%)

36% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 537

48% less call options, than puts

Call options by funds: $462M | Put options by funds: $887M

Holders
1,529
Holders Change
+78
Holders Change %
+5.38%
% of All Funds
18.48%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
153
Increased
344
Reduced
537
Closed
45
Calls
$462M
Puts
$887M
Net Calls
-$426M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
701
RB Capital Management
Nevada
$1.07M +$1.02M +1,526 New
VPP
702
Vertex Planning Partners
Illinois
$1.07M +$423K +631 +71%
OFG
703
Orcam Financial Group
California
$1.07M +$1.02M +1,521 New
CAC
704
Certified Advisory Corp
Florida
$1.07M +$315K +470 +45%
PCMC
705
Paragon Capital Management (Colorado)
Colorado
$1.06M -$127K -189 -11%
OFS
706
OneAscent Financial Services
Alabama
$1.06M -$42.9K -64 -4%
GWP
707
Gen-Wealth Partners
Michigan
$1.06M
WF
708
Warner Financial
Maryland
$1.06M
RCS
709
Retirement Capital Strategies
California
$1.06M
WTFG
710
Wood Tarver Financial Group
Idaho
$1.06M -$1.34K -2 -0.1%
BMCM
711
Black Maple Capital Management
Wisconsin
$1.06M
VIM
712
Vista Investment Management
Pennsylvania
$1.05M +$670 +1 +0.1%
GPI
713
General Partner Inc
Pennsylvania
$1.04M
OPTFSNA
714
Old Point Trust & Financial Services N A
Virginia
$1.04M +$75K +112 +8%
VA
715
VestGen Advisors
Illinois
$1.04M -$254K -380 -20%
CBA
716
Coastal Bridge Advisors
Connecticut
$1.04M -$4.02K -6 -0.4%
FAT
717
First American Trust
California
$1.04M
GCM
718
Gambit Capital Management
Tennessee
$1.04M -$10.7K -16 -1%
PFA
719
Pure Financial Advisors
California
$1.04M -$11.4K -17 -1%
FIA
720
Foundations Investment Advisors
Arizona
$1.04M -$42.2K -63 -4%
RCP
721
Rothschild Capital Partners
New York
$1.03M +$2.01K +3 +0.2%
RWM
722
Rialto Wealth Management
New York
$1.03M
SFG
723
Sovereign Financial Group
Connecticut
$1.03M -$97.1K -145 -9%
TP
724
TritonPoint Partners
Maryland
$1.03M +$976K +1,457 New
TW
725
TritonPoint Wealth
Maryland
$1.02M

MDY Hedge Fund Activity: Q2 2026 in Review

1,529 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2026, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new MDY positions and 45 closed out — a net gain of 108 holders — while 344 added to existing stakes and 537 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $276M. The largest seller was Morgan Stanley, cutting an estimated $206M.

  • 1,529 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2026, up from 1,451 in Q1 2026.
  • Funds reported $17.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2026, up 13% quarter-over-quarter.
  • 153 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2026 and 45 closed out, a net change of +108 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2026 was Meitav Investment House, an estimated $276M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2026 was Morgan Stanley, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2026.