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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
NAS
1051
NWF Advisory Services
California
$347K
BFG
1052
Bouchey Financial Group
New York
$347K
UB
1053
UMB Bank
Missouri
$344K
HNWAG
1054
High Net Worth Advisory Group
Florida
$344K
TRIA
1055
Trail Ridge Investment Advisors
Colorado
$343K
WA
1056
WP Advisors
California
$342K
JG
1057
Jain Global
New York
$340K
RLIM
1058
Red Lighthouse Investment Management
New York
$339K
WIM
1059
WealthPlan Investment Management
Nebraska
$339K
4WM
1060
49 Wealth Management
Texas
$338K
ACA
1061
Anchor Capital Advisors
Massachusetts
$337K
HT
1062
Heritage Trust
Oklahoma
$336K
NFG
1063
Nations Financial Group
Iowa
$335K
EAM
1064
Empirical Asset Management
Massachusetts
$335K
AA
1065
ArborFi Advisors
Michigan
$334K
XPN
1066
XY Planning Network
Montana
$332K
EPW
1067
Evolve Private Wealth
California
$330K
VWA
1068
Visionary Wealth Advisors
Illinois
$327K
CB
1069
Chris Bulman
California
$323K
BSB
1070
Bangor Savings Bank
Maine
$323K
JHCP
1071
Jackson Hole Capital Partners
Oklahoma
$323K
TFO
1072
Tarbox Family Office
California
$322K
CV
1073
Counterweight Ventures
North Carolina
$322K
NCM
1074
Novare Capital Management
North Carolina
$321K
BOJHT
1075
Bank of Jackson Hole Trust
Wyoming
$321K