We are live on ! Find out more
MDY icon

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
JFG
1001
JDM Financial Group
Texas
$485K -$17.6M -26,271 -97%
HWA
1002
Heartwood Wealth Advisors
Virginia
$484K
AFO
1003
Arrowroot Family Office
California
$483K +$52.2K +78 +13%
BFC
1004
Bedel Financial Consulting
Indiana
$483K
CWA
1005
CM Wealth Advisors
Ohio
$483K
CFS
1006
CRA Financial Services
New Jersey
$482K -$24.1K -36 -5%
CAI
1007
Capital Advisors Inc
Oklahoma
$480K
RPCONE
1008
Retirement Planning Company of New England
Rhode Island
$480K -$3.35K -5 -0.7%
NDSI
1009
Newman Dignan & Sheerar Inc
Rhode Island
$479K
CT
1010
Colonial Trust
South Carolina
$479K -$3.35K -5 -0.7%
CAM
1011
Carret Asset Management
New York
$475K
SWM
1012
Selby Wealth Management
California
$474K -$15.4K -23 -3%
CFS
1013
Commonwealth Financial Services
West Virginia
$474K -$6.7K -10 -1%
KOC
1014
Koss-Olinger Consulting
Florida
$474K -$534K -798 -54%
MO
1015
McMillan Office
Michigan
$471K
BFAG
1016
Blackston Financial Advisory Group
Florida
$468K -$2.01K -3 -0.4%
WA
1017
Wealth Architects
California
$468K
CCA
1018
Clearwater Capital Advisors
Illinois
$466K
FFB
1019
First Financial Bankshares
Texas
$460K
CS
1020
Cannell & Spears
New York
$457K -$3.35K -5 -0.8%
WIC
1021
Wilkins Investment Counsel
Massachusetts
$457K
OWA
1022
ORBA Wealth Advisors
Illinois
$453K -$383K -572 -47%
ACM
1023
Ayrshire Capital Management
Connecticut
$452K -$16.7K -25 -4%
CLIP
1024
Colter Lewis Investment Partners
Connecticut
$451K
LFG
1025
Larson Financial Group
Missouri
$448K -$8.71K -13 -2%

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.