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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
IWA
1126
Inspirion Wealth Advisors
Illinois
$274K
AWA
1127
Aquire Wealth Advisors
Utah
$274K
OIM
1128
Oder Investment Management
California
$273K
FDCDDQ
1129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$273K
TD Asset Management
1130
TD Asset Management
Ontario, Canada
$273K
BWA
1131
BlueChip Wealth Advisors
Georgia
$273K
HBW
1132
Hazlett, Burt & Watson
West Virginia
$271K
IWM
1133
IHT Wealth Management
Illinois
$271K
CA
1134
Clune & Associates
Illinois
$270K
S
1135
SignatureFD
Georgia
$269K
VR
1136
Vision Retirement
New Jersey
$269K
SAM
1137
Smithbridge Asset Management
Pennsylvania
$268K
IC
1138
Inscription Capital
Texas
$268K
BFIC
1139
Bedell Frazier Investment Counselling
California
$267K
AFG
1140
Allegheny Financial Group
Pennsylvania
$267K
VST
1141
Van Strum & Towne
California
$265K
OC
1142
OxenFree Capital
Florida
$264K
BWS
1143
Broadway Wealth Solutions
Texas
$263K
UIM
1144
Unified Investment Management
Georgia
$263K
LT
1145
Legacy Trust
Michigan
$263K
EC
1146
Estate Counselors
Wisconsin
$262K
National Bank of Canada
1147
National Bank of Canada
Quebec, Canada
$262K
IP
1148
Investment Partners
Ohio
$262K
SF
1149
Symphony Financial
Texas
$261K
BWL
1150
Bogart Wealth LLC
Virginia
$260K