We are live on ! Find out more
MDY icon

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
ALWM
751
Andrews Lucia Wealth Management
California
$973K
BTD
752
BankPlus Trust Department
Mississippi
$971K +$12.7K +19 +1%
FC
753
FCA Corp
Texas
$971K
AR
754
Apeiron RIA
Texas
$968K +$58.3K +87 +7%
HWM
755
Hohimer Wealth Management
Washington
$961K +$33.5K +50 +4%
AA
756
Ashford Advisors
New York
$960K
TVAMP
757
Tennessee Valley Asset Management Partners
Tennessee
$956K -$8.71K -13 -0.9%
OFG
758
Opulen Financial Group
Virginia
$954K +$2.01K +3 +0.2%
MIG
759
McGuire Investment Group
Rhode Island
$952K
GCM
760
Gunpowder Capital Management
Maryland
$932K -$96.4K -144 -10%
V
761
ViaWealth
Kansas
$932K
HAM
762
Harmony Asset Management
Arizona
$928K -$32.8K -49 -4%
GSIAS
763
Garden State Investment Advisory Services
New Jersey
$925K -$19.4K -29 -2%
CC
764
Cypress Capital
Tennessee
$924K +$35.5K +53 +4%
APP
765
Avantax Planning Partners
Iowa
$923K -$240K -358 -21%
KA
766
Kovack Advisors
Florida
$918K +$29.5K +44 +3%
CCA
767
Collaborative Capital Advisors
New York
$917K +$871K +1,300 New
DADC
768
D.A. Davidson & Co
Montana
$914K -$33.5K -50 -4%
DIA
769
Dana Investment Advisors
Wisconsin
$914K -$5.36K -8 -0.6%
LSA
770
L & S Advisors
California
$910K +$3.35K +5 +0.4%
DC
771
Davenport & Co
Virginia
$902K +$16.7K +25 +2%
AP
772
Appleton Partners
Massachusetts
$900K -$13.4K -20 -2%
RIG
773
Renaissance Investment Group
Massachusetts
$895K -$76.3K -114 -8%
SFG
774
SNS Financial Group
Minnesota
$893K +$466K +696 +121%
MCM
775
MontVue Capital Management
Virginia
$892K -$22.1K -33 -3%

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.