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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
MW
1076
MBL Wealth
North Carolina
$308K
MAS
1077
Meeder Advisory Services
Ohio
$308K
AssetMark Inc
1078
AssetMark Inc
California
$307K
TCOT
1079
Trust Company of Toledo
Ohio
$303K
BI
1080
Berkeley Inc
Idaho
$302K
PWC
1081
Pathfinder Wealth Consulting
North Carolina
$302K
MW
1082
Marrick Wealth
California
$301K
WRCM
1083
Western Reserve Capital Management
Ohio
$301K
MBI
1084
May Barnhard Investments
Maryland
$300K
BL
1085
BFSG LLC
California
$299K
SPA
1086
Sound Portfolio Advisors
Connecticut
$298K
TP
1087
Tranquility Partners
Tennessee
$298K
SFC
1088
Strategic Financial Concepts
Texas
$297K
HWMO
1089
Heritage Wealth Management (Ohio)
Ohio
$297K
GHA
1090
Granite Harbor Advisors
Texas
$295K
CL
1091
CVFG LLC
Indiana
$293K
BHIA
1092
Birch Hill Investment Advisors
Massachusetts
$293K
LSC
1093
Lesa Sroufe & Co
Washington
$290K
IFA
1094
Index Fund Advisors
California
$289K
PP
1095
PDS Planning
Ohio
$289K
B
1096
Bensler
Washington
$288K
ESB
1097
Essex Savings Bank
Connecticut
$288K
CAAS
1098
Capital Asset Advisory Services
Michigan
$287K
RMC
1099
Resources Management Corp
Connecticut
$287K
RFP
1100
Root Financial Partners
California
$287K