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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$44.5M
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$41.9M
BCWM
53
Bartlett & Co Wealth Management
Ohio
$41.7M
PGA
54
Portland Global Advisors
Maine
$40.4M
WTC
55
WhitTier Trust Company
Nevada
$39.7M
MT
56
Midwest Trust
Kansas
$39.3M
SMC
57
Smith, Moore & Co
Missouri
$37.9M
MAM
58
Madison Asset Management
Wisconsin
$36.5M
CFG
59
Citizens Financial Group
Rhode Island
$36.4M
PAI
60
Pittenger & Anderson Inc
Nebraska
$36.3M
PA
61
Pinnacle Associates
New York
$35.4M
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$35.2M
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$34.9M
OE
64
OFS Enterprise
Nebraska
$34.6M
MIM
65
MetLife Investment Management
New Jersey
$34.4M
Lido Advisors
66
Lido Advisors
California
$33.6M
Baird Financial Group
67
Baird Financial Group
Wisconsin
$33.2M
SC
68
SummitTX Capital
Texas
$33M
Citigroup
69
Citigroup
New York
$31.7M
SCM
70
SCS Capital Management
Massachusetts
$31M
CA
71
Crewe Advisors
Utah
$30.9M
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$30.8M
HIMC
73
Heritage Investors Management Corp
Maryland
$30.3M
CPIG
74
Chicago Partners Investment Group
Illinois
$30.3M
GS
75
GTS Securities
New York
$29.6M