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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
HC
51
Henshaw Capital
Massachusetts
$51.3M -$1.37M -2,050 -3%
Stifel Financial
52
Stifel Financial
Missouri
$51M -$23M -34,312 -32%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$49.2M -$36.5M -54,435 -44%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$47.8M +$66.3K +99 +0.1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$46.9M -$3.62M -5,413 -8%
PGA
56
Portland Global Advisors
Maine
$44.9M -$1.1M -1,649 -3%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$44.5M +$55.6K +83 +0.1%
MT
58
Midwest Trust
Kansas
$43.9M -$891K -1,330 -2%
WTC
59
WhitTier Trust Company
Nevada
$42.8M -$850K -1,269 -2%
SMC
60
Smith, Moore & Co
Missouri
$42.8M -$468K -699 -1%
CFG
61
Citizens Financial Group
Rhode Island
$41.8M +$305K +456 +0.8%
PAI
62
Pittenger & Anderson Inc
Nebraska
$41.3M -$31.5K -47 -0.1%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$40.6M +$832K +1,243 +2%
OE
64
OFS Enterprise
Nebraska
$40M +$485K +725 +1%
PA
65
Pinnacle Associates
New York
$39.5M -$780K -1,165 -2%
MIM
66
MetLife Investment Management
New Jersey
$38.3M -$804K -1,200 -2%
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$38.1M -$1.89M -2,818 -5%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$37.3M -$615K -918 -2%
Lido Advisors
69
Lido Advisors
California
$35.8M -$2.33M -3,483 -6%
AQR Capital Management
70
AQR Capital Management
Connecticut
$35.8M +$12.1M +18,090 +55%
CA
71
Crewe Advisors
Utah
$35.3M -$670 -1 -0%
MASUI
72
MIRAE ASSET SECURITIES (USA) INC.
New York
$35.2M -$22.3M -33,246 -40%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$35.1M +$1.37M +2,044 +4%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$35.1M -$18.1K -27 -0.1%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$33.9M +$2.29M +3,425 +7%

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.