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State Street SPDR S&P MIDCAP 400 ETF Trust

1,451 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 113 funds opening new positions, 323 increasing their positions, 543 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

1% more funds holding

Funds holding: 1,4321,451 (+19)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.33% less ownership

Funds ownership: 64.03%63.7% (-0.33%)

2% less capital invested

Capital invested by funds: $15.6B → $15.3B (-$305M)

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: 323 | Existing positions reduced: 543

Holders
1,451
Holders Change
+19
Holders Change %
+1.33%
% of All Funds
17.76%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.71%
New
113
Increased
323
Reduced
543
Closed
68
Calls
$461M
Puts
$629M
Net Calls
-$168M
Net Calls Change
-$525M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
51
Henshaw Capital
Massachusetts
$46.3M
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$44.5M +$1M +1,582 +2%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$41.9M -$82.4K -130 -0.2%
BCWM
54
Bartlett & Co Wealth Management
Ohio
$41.7M -$143K -225 -0.4%
PGA
55
Portland Global Advisors
Maine
$40.4M -$674K -1,064 -2%
WTC
56
WhitTier Trust Company
Nevada
$39.7M -$2.74M -4,316 -6%
MT
57
Midwest Trust
Kansas
$39.3M -$809K -1,276 -2%
SMC
58
Smith, Moore & Co
Missouri
$37.9M +$1.03M +1,632 +3%
MAM
59
Madison Asset Management
Wisconsin
$36.5M -$15.3M -24,094 -29%
CFG
60
Citizens Financial Group
Rhode Island
$36.4M -$112K -177 -0.3%
PAI
61
Pittenger & Anderson Inc
Nebraska
$36.3M -$3.83M -6,050 -9%
PA
62
Pinnacle Associates
New York
$35.4M -$235K -371 -0.6%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$35.2M -$694K -1,095 -2%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$34.9M +$2.01M +3,171 +6%
OE
65
OFS Enterprise
Nebraska
$34.6M +$35.6M +56,110 New
MIM
66
MetLife Investment Management
New Jersey
$34.4M +$2.15M +3,400 +7%
Lido Advisors
67
Lido Advisors
California
$33.6M -$122K -192 -0.4%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$33.2M +$2.15M +3,386 +7%
SC
69
SummitTX Capital
Texas
$33M +$9.9M +15,617 +41%
Citigroup
70
Citigroup
New York
$31.7M +$11.9M +18,838 +58%
SCM
71
SCS Capital Management
Massachusetts
$31M -$1.34M -2,112 -4%
CA
72
Crewe Advisors
Utah
$30.9M
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$30.8M -$2.07M -3,271 -6%
HIMC
74
Heritage Investors Management Corp
Maryland
$30.3M -$487K -769 -2%
CPIG
75
Chicago Partners Investment Group
Illinois
$30.3M +$40.6K +64 +0.1%

MDY Hedge Fund Activity: Q1 2026 in Review

1,451 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2026, worth a combined $15.3B — down 2% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MDY positions and 68 closed out — a net gain of 45 holders — while 323 added to existing stakes and 543 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $271M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $212M.

  • 1,451 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2026, up from 1,432 in Q4 2025.
  • Funds reported $15.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2026, down 2% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2026 and 68 closed out, a net change of +45 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2026 was Morgan Stanley, an estimated $271M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2026 was Kayne Anderson Rudnick Investment Management, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2026.