MDY icon

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
RWA
801
River Wealth Advisors
Pennsylvania
$639K
GWM
802
GSB Wealth Management
Connecticut
$638K
CAM
803
Congress Asset Management
Massachusetts
$638K
AMBIA
804
Allen Mooney & Barnes Investment Advisors
Georgia
$638K
W
805
WorthPointe
California
$636K
Members Trust
806
Members Trust
Florida
$635K
BBI
807
Baxter Bros Inc
Connecticut
$631K
CIA
808
Capital Investment Advisors
Georgia
$627K
HIP
809
HUB Investment Partners
Texas
$626K
SWM
810
Spire Wealth Management
Virginia
$624K
FNT
811
First National Trust
Pennsylvania
$623K
NRG
812
Nemes Rush Group
Michigan
$622K
NL
813
NWAM LLC
Washington
$622K
FHA
814
Flagship Harbor Advisors
Massachusetts
$621K
CIS
815
Connors Investor Services
Pennsylvania
$621K
GFG
816
Greystone Financial Group
Michigan
$619K
GC
817
Grimes & Company
Massachusetts
$618K
AC
818
AlphaCore Capital
California
$615K
VFA
819
Valeo Financial Advisors
Indiana
$614K
SMWM
820
Silvia McColl Wealth Management
California
$613K
MA
821
Mutual Advisors
Nebraska
$613K
WAS
822
Wealth Advisory Solutions
Indiana
$612K
SMA
823
Seven Mile Advisory
New Jersey
$612K
BFM
824
Broadview Financial Management
Wisconsin
$611K
PMFA
825
Plante Moran Financial Advisors
Michigan
$610K