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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
KWM
751
Kaydan Wealth Management
Michigan
$752K
OWA
752
ORBA Wealth Advisors
Illinois
$750K
FIC
753
FCG Investment Company
Tennessee
$746K
EWA
754
Exencial Wealth Advisors
Oklahoma
$745K
BA
755
Brightwater Advisory
Florida
$738K
SMA
756
Sage Mountain Advisors
Georgia
$734K
OFG
757
Omega Financial Group
California
$727K
DWA
758
Delap Wealth Advisory
Oregon
$727K
CFP
759
Cascade Financial Partners
California
$725K
SFB
760
STAR Financial Bank
Indiana
$720K
SG
761
Stanich Group
New York
$713K
VVP
762
Venture Visionary Partners
Ohio
$712K
PFBT
763
Parkside Financial Bank & Trust
Missouri
$711K
NSAM
764
North Star Asset Management
Wisconsin
$710K
TI
765
Truepoint Inc
Ohio
$706K
PSF
766
Pacific Sun Financial
California
$705K
CI
767
CX Institutional
Indiana
$705K
CFCS
768
CDM Financial Counseling Services
Connecticut
$704K
LW
769
Livet Wealth
Utah
$704K
RG
770
Rathbones Group
United Kingdom
$703K
HWA
771
Heritage Wealth Architects
Minnesota
$700K
NHT
772
New Hampshire Trust
New Hampshire
$699K
SPP
773
Single Point Partners
Massachusetts
$698K
MCP
774
Mirador Capital Partners
California
$693K
CNBOF
775
City National Bank of Florida
Florida
$690K