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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
AWM
1001
Aberdeen Wealth Management
Illinois
$383K
BWA
1002
BlueSky Wealth Advisors
North Carolina
$381K
SFC
1003
SYM Financial Corp
Indiana
$381K
CA
1004
Cortland Associates
Missouri
$380K
HCMG
1005
Howard Capital Management Group
California
$379K
SC
1006
Summa Corp
Texas
$378K
AFO
1007
Arrowroot Family Office
California
$376K
SW
1008
Simplicity Wealth
New Jersey
$376K
MW
1009
Members Wealth
Pennsylvania
$373K
FMII
1010
Farmers & Merchants Investments Inc
Nebraska
$370K
TWM
1011
TriaGen Wealth Management
California
$370K
SCM
1012
Seascape Capital Management
New Hampshire
$370K
CCM
1013
Corsair Capital Management
New York
$368K
WPC
1014
Wedmont Private Capital
Pennsylvania
$364K
PA
1015
Parallel Advisors
California
$363K
FC
1016
Financial Council
Maryland
$361K
MCC
1017
Money Concepts Capital
Florida
$361K
LJAC
1018
L.J. Altfest & Co
New York
$360K
RW
1019
REDW Wealth
New Mexico
$359K
IFWM
1020
Institute for Wealth Management
Colorado
$359K
SA
1021
Scarborough Advisors
Maryland
$357K
CA
1022
Claro Advisors
Massachusetts
$356K
NG
1023
Norden Group
Utah
$355K
LFS
1024
Legacy Financial Strategies
Kansas
$355K
AIM
1025
Avity Investment Management
Connecticut
$355K