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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
LW
1101
Libra Wealth
California
$362K
NCM
1102
Novare Capital Management
North Carolina
$361K -$5.36K -8 -2%
MWA
1103
Medallion Wealth Advisors
Connecticut
$360K
SA
1104
Strategic Advisors
New York
$359K
BTI
1105
Blue Trust Inc
Georgia
$359K -$282K -421 -45%
NFG
1106
Nations Financial Group
Iowa
$355K -$25.4K -38 -7%
SI
1107
Shaker Investments
Ohio
$353K +$670 +1 +0.2%
EWA
1108
Evolution Wealth Advisors
Florida
$352K
MW
1109
MBL Wealth
North Carolina
$352K
LJAC
1110
L.J. Altfest & Co
New York
$351K -$56.9K -85 -15%
NIM
1111
Northeast Investment Management
Massachusetts
$350K +$83.7K +125 +34%
AP
1112
Advisortrust Partners
North Carolina
$349K +$332K +496 New
RC
1113
Roundview Capital
New Jersey
$346K +$329K +492 New
BI
1114
Berkeley Inc
Idaho
$344K
WRCM
1115
Western Reserve Capital Management
Ohio
$343K
MBI
1116
May Barnhard Investments
Maryland
$343K
BL
1117
BFSG LLC
California
$341K
AWM
1118
Accurate Wealth Management
Florida
$341K +$92.4K +138 +39%
HWMO
1119
Heritage Wealth Management (Ohio)
Ohio
$339K
GHA
1120
Granite Harbor Advisors
Texas
$337K
GFA
1121
Gladwyn Financial Advisors
Virginia
$335K +$8.71K +13 +3%
MCA
1122
Maryland Capital Advisors
Maryland
$335K +$319K +476 New
SP
1123
Stonebrook Private
Michigan
$334K +$318K +475 New
BHIA
1124
Birch Hill Investment Advisors
Massachusetts
$334K
National Bank of Canada
1125
National Bank of Canada
Quebec, Canada
$333K +$32.8K +49 +12%

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.