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State Street SPDR S&P MIDCAP 400 ETF Trust

1,451 hedge funds and large institutions have $15.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 323 increasing their positions, 543 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

1% more funds holding

Funds holding: 1,4321,451 (+19)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.33% less ownership

Funds ownership: 64.03%63.7% (-0.33%)

2% less capital invested

Capital invested by funds: $15.6B → $15.3B (-$305M)

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: 323 | Existing positions reduced: 543

Holders
1,451
Holders Change
+19
Holders Change %
+1.33%
% of All Funds
17.76%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.71%
New
113
Increased
323
Reduced
543
Closed
68
Calls
$461M
Puts
$629M
Net Calls
-$168M
Net Calls Change
-$525M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
GTS Securities
Florida
$29.6M +$30.4M +47,969 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$29.5M +$25.3M +39,984 +506%
PFPG
78
Pinnacle Financial Partners (Georgia)
Georgia
$29.3M +$1.87M +2,953 +7%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$28.4M -$26.2M -41,266 -47%
CA
80
Cumberland Advisors
Florida
$27.6M +$545K +860 +2%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$27.4M -$5.22M -8,233 -16%
HCP
82
Holt Capital Partners
Texas
$27.3M -$62.7K -99 -0.2%
IA
83
IFG Advisors
Missouri
$27.3M -$854K -1,348 -3%
Millennium Management
84
Millennium Management
New York
$27.3M +$22.6M +35,665 +416%
LCM
85
LCM Capital Management
Illinois
$27M +$88.7K +140 +0.3%
CA
86
Clearstead Advisors
Ohio
$26.9M -$428K -676 -2%
KA
87
Klingman & Associates
New York
$25.7M -$101K -160 -0.4%
AWP
88
Ascent Wealth Partners
New York
$25.6M -$14.4M -22,796 -35%
TWA
89
Tandem Wealth Advisors
Arizona
$25.1M -$404K -638 -2%
Marshall Wace
90
Marshall Wace
United Kingdom
$24.9M +$5.29M +8,350 +26%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$24.2M +$1.59M +2,503 +7%
CRC
92
Curi RMB Capital
Illinois
$23.5M +$131K +207 +0.5%
CI
93
Conning Inc
Connecticut
$23.5M -$364K -574 -1%
KAS
94
Kestra Advisory Services
Texas
$23M +$7.08M +11,174 +43%
JIC
95
Johnson Investment Counsel
Ohio
$22.9M -$412K -650 -2%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$22.9M +$2.04M +3,212 +9%
1SB
97
1ST Source Bank
Indiana
$22.2M -$3.8K -6 -0%
TAP
98
TSG Advice Partners
Ohio
$21.8M -$42.9M -67,768 -66%
Bessemer Group
99
Bessemer Group
New Jersey
$21.4M -$34.6M -54,594 -61%
HW
100
Hancock Whitney
Mississippi
$21.2M -$466K -735 -2%

MDY Hedge Fund Activity: Q1 2026 in Review

1,451 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2026, worth a combined $15.3B — down 2% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MDY positions and 68 closed out — a net gain of 45 holders — while 323 added to existing stakes and 543 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $271M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $212M.

  • 1,451 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2026, up from 1,432 in Q4 2025.
  • Funds reported $15.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2026, down 2% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2026 and 68 closed out, a net change of +45 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2026 was Morgan Stanley, an estimated $271M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2026 was Kayne Anderson Rudnick Investment Management, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2026.