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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
AIM
1026
Avity Investment Management
Connecticut
$447K +$40.8K +61 +11%
AssetMark Inc
1027
AssetMark Inc
California
$446K +$91.7K +137 +28%
AWA
1028
Amplius Wealth Advisors
Pennsylvania
$445K +$424K +633 New
OWA
1029
Octavia Wealth Advisors
Ohio
$445K -$8.71K -13 -2%
PCH
1030
PGIM Custom Harvest
New Jersey
$441K
CWS
1031
Cypress Wealth Services
California
$440K
CA
1032
Cortland Associates
Missouri
$437K +$3.35K +5 +0.8%
AWM
1033
Aberdeen Wealth Management
Illinois
$437K
BWA
1034
BlueSky Wealth Advisors
North Carolina
$435K
SFC
1035
SYM Financial Corp
Indiana
$435K
HIP
1036
HUB Investment Partners
Texas
$435K -$266K -397 -39%
HCMG
1037
Howard Capital Management Group
California
$433K
RA
1038
Ruggaard & Associates
Ohio
$431K -$24.8K -37 -6%
EBA
1039
Eagle Bay Advisors
New York
$430K +$410K +612 New
APA
1040
Astoria Portfolio Advisors
New York
$428K
PCG
1041
Prosperity Consulting Group
Maryland
$426K -$68.3K -102 -14%
GP
1042
Geneva Partners
Wisconsin
$423K +$402K +601 New
FMII
1043
Farmers & Merchants Investments Inc
Nebraska
$422K
SC
1044
Summa Corp
Texas
$422K
TWM
1045
TriaGen Wealth Management
California
$422K
PA
1046
PFG Advisors
Arizona
$421K -$51.6K -77 -11%
CCM
1047
Corsair Capital Management
New York
$420K
MAS
1048
Meeder Advisory Services
Ohio
$414K +$60.3K +90 +18%
PA
1049
Parallel Advisors
California
$413K -$1.34K -2 -0.3%
RW
1050
REDW Wealth
New Mexico
$411K +$670 +1 +0.2%

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.