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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
TAM
851
Trillium Asset Management
Massachusetts
$567K
EWM
852
Empirical Wealth Management
Washington
$566K
SWA
853
Sax Wealth Advisors
New Jersey
$559K
FPB
854
First PREMIER Bank
South Dakota
$556K
ES
855
Eagle Strategies
New York
$555K
EWS
856
Evergreen Wealth Solutions
Pennsylvania
$554K
TAM
857
Titleist Asset Management
Texas
$553K
CWG
858
Cornerstone Wealth Group
North Carolina
$552K
BFA
859
Bragg Financial Advisors
North Carolina
$550K
VPP
860
Vertex Planning Partners
Illinois
$550K
IIM
861
InTrack Investment Management
Vermont
$548K
PAS
862
Park Avenue Securities
New York
$548K
MMPW
863
Mitchell McLeod Pugh & Williams
Alabama
$548K
CFB
864
Cullen/Frost Bankers
Texas
$548K
JFA
865
JNBA Financial Advisors
Minnesota
$547K
ACM
866
Advisors Capital Management
New Jersey
$547K
FBFS
867
First Business Financial Services
Wisconsin
$547K
CP
868
Creekside Partners
California
$546K
CFS
869
Coordinated Financial Services
Colorado
$545K
FZCM
870
Flynn Zito Capital Management
New York
$542K
LCWP
871
Legacy Capital Wealth Partners
Arkansas
$541K
FFM
872
Forum Financial Management
Illinois
$538K
HA
873
Huntleigh Advisors
Missouri
$537K
NW
874
Naviter Wealth
Arkansas
$535K
TFA
875
Toth Financial Advisory
Virginia
$534K