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State Street SPDR S&P MIDCAP 400 ETF Trust

1,447 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 112 funds opening new positions, 322 increasing their positions, 542 reducing their positions, and 67 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 → $15.3B (-$307M)

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: 322 | Existing positions reduced: 542

Holders
1,447
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
SWM
976
Steinberganna Wealth Management
New York
$424K
HWA
977
Heartwood Wealth Advisors
Virginia
$424K
RYIA
978
Roehl & Yi Investment Advisors
Oregon
$424K
RPCONE
979
Retirement Planning Company of New England
Rhode Island
$424K
BFC
980
Bedel Financial Consulting
Indiana
$424K
CWA
981
CM Wealth Advisors
Ohio
$424K
CT
982
Colonial Trust
South Carolina
$423K
CFS
983
Commonwealth Financial Services
West Virginia
$422K
WP
984
WealthPLAN Partners
Nebraska
$421K
CAI
985
Capital Advisors Inc
Oklahoma
$421K
EF
986
Empowered Funds
Pennsylvania
$421K
KMWM
987
Keudell/Morrison Wealth Management
Oregon
$421K
NDSI
988
Newman Dignan & Sheerar Inc
Rhode Island
$420K
TF
989
Trek Financial
Arizona
$419K
GSAM
990
Grant Street Asset Management
Pennsylvania
$418K
PA
991
PFG Advisors
Arizona
$417K
CAM
992
Carret Asset Management
New York
$416K
SWP
993
Strategic Wealth Partners
Ohio
$414K
MO
994
McMillan Office
Michigan
$413K
BFAG
995
Blackston Financial Advisory Group
Florida
$413K
ACM
996
Ayrshire Capital Management
Connecticut
$411K
WA
997
Wealth Architects
California
$411K
WA
998
Wealth Alliance
New York
$410K
CCA
999
Clearwater Capital Advisors
Illinois
$408K
APA
1000
Astoria Portfolio Advisors
New York
$405K