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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
EAM
1051
Empirical Asset Management
Massachusetts
$335K
AA
1052
ArborFi Advisors
Michigan
$334K
XPN
1053
XY Planning Network
Montana
$332K
EPW
1054
Evolve Private Wealth
California
$330K
VWA
1055
Visionary Wealth Advisors
Illinois
$327K
CB
1056
Chris Bulman
California
$323K
BSB
1057
Bangor Savings Bank
Maine
$323K
JHCP
1058
Jackson Hole Capital Partners
Oklahoma
$323K
TFO
1059
Tarbox Family Office
California
$322K
CV
1060
Counterweight Ventures
North Carolina
$322K
NCM
1061
Novare Capital Management
North Carolina
$321K
BOJHT
1062
Bank of Jackson Hole Trust
Wyoming
$321K
WCM
1063
Wealthcare Capital Management
Virginia
$320K
JTF
1064
J. Team Financial
Texas
$319K
GPA
1065
Guidance Point Advisors
Massachusetts
$319K
CNB
1066
Camden National Bank
Maine
$318K
SAM
1067
S.A. Mason
Michigan
$318K
LW
1068
Libra Wealth
California
$318K
RPA
1069
Redwood Park Advisors
California
$318K
SA
1070
Strategic Advisors
New York
$315K
SIM
1071
Samara Investment Management
Oregon
$315K
MWA
1072
Medallion Wealth Advisors
Connecticut
$315K
GHA
1073
Good Harbor Advisors
Massachusetts
$310K
SI
1074
Shaker Investments
Ohio
$309K
EWA
1075
Evolution Wealth Advisors
Florida
$308K