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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
PFPG
76
Pinnacle Financial Partners (Georgia)
Georgia
$32.8M -$648K -967 -2%
HIMC
77
Heritage Investors Management Corp
Maryland
$32.1M -$2.34M -3,498 -7%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$31.5M +$271K +404 +0.9%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$31.5M +$12M +17,893 +66%
CPIG
80
Chicago Partners Investment Group
Illinois
$31.3M -$116K -173 -0.4%
CA
81
Clearstead Advisors
Ohio
$31.2M +$492K +735 +2%
LCM
82
LCM Capital Management
Illinois
$31.1M +$321K +479 +1%
HCP
83
Holt Capital Partners
Texas
$31M -$174K -260 -0.6%
SCM
84
SCS Capital Management
Massachusetts
$30.9M -$4.25M -6,350 -13%
IA
85
IFG Advisors
Missouri
$30.9M -$221K -330 -0.7%
Bessemer Group
86
Bessemer Group
New Jersey
$30.4M +$5.75M +8,582 +25%
AWP
87
Ascent Wealth Partners
New York
$30.3M +$1.06M +1,588 +4%
CA
88
Cumberland Advisors
Florida
$29.8M -$1.67M -2,500 -6%
SC
89
Savant Capital
Illinois
$29.5M +$15.2M +22,716 +104%
Two Sigma Investments
90
Two Sigma Investments
New York
$29.3M +$27.9M +41,640 New
KA
91
Klingman & Associates
New York
$29.2M -$121K -180 -0.4%
TWA
92
Tandem Wealth Advisors
Arizona
$28.9M +$331K +495 +1%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$28.9M +$1.2M +1,789 +5%
Marshall Wace
94
Marshall Wace
United Kingdom
$27.8M -$575K -858 -2%
BCM
95
Basswood Capital Management
New York
$26.8M +$25.5M +38,082 New
CI
96
Conning Inc
Connecticut
$26.7M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
97
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.7M +$14.5M +21,700 +133%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$26.6M +$526K +785 +2%
CRC
99
Curi RMB Capital
Illinois
$26.5M -$311K -465 -1%
JIC
100
Johnson Investment Counsel
Ohio
$26M -$99.8K -149 -0.4%

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.