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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
RA
726
Rise Advisors
New York
$804K
MCM
727
MontVue Capital Management
Virginia
$802K
AP
728
Appleton Partners
Massachusetts
$802K
SPWM
729
Schrum Private Wealth Management
Florida
$801K
LSA
730
L & S Advisors
California
$795K
AR
731
Apeiron RIA
Texas
$795K
CCC
732
Compass Capital Corp
Massachusetts
$791K
PB
733
Prosperity Bancshares
Texas
$788K
KA
734
Kovack Advisors
Florida
$784K
TWA
735
TCI Wealth Advisors
Arizona
$782K
TCM
736
TruNorth Capital Management
Michigan
$780K
SWM
737
Sentinel Wealth Management
Virginia
$779K
FWP
738
Fiduciary Wealth Partners
Massachusetts
$778K
HFP
739
Holistic Financial Partners
Indiana
$778K
CC
740
Cypress Capital
Tennessee
$777K
DC
741
Davenport & Co
Virginia
$776K
MC
742
Miramar Capital
Illinois
$772K
AT
743
Avalon Trust
New Mexico
$771K
GAB
744
German American Bancorp
Indiana
$766K
GSC
745
Ground Swell Capital
South Carolina
$765K
UFAC
746
Urban Financial Advisory Corp
Illinois
$765K
MWM
747
Mission Wealth Management
California
$761K
HPC
748
HM Payson & Co
Maine
$757K
CA
749
CGN Advisors
Kansas
$756K
SQA
750
Simon Quick Advisors
New Jersey
$755K