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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
PWPS
1151
Pinnacle Wealth Planning Services
Ohio
$260K
EM
1152
Excalibur Management
Massachusetts
$260K
LTL
1153
Lowery Thomas LLC
California
$259K
PA
1154
Powerhouse Assets
Massachusetts
$258K
BHWM
1155
Bar Harbor Wealth Management
New Hampshire
$255K
TC
1156
Trust Company
Kansas
$253K
MG
1157
Mather Group
Illinois
$253K
AA
1158
Advisory Alpha
Michigan
$253K
FPF
1159
First Pacific Financial
Washington
$252K
SSWM
1160
Sheets Smith Wealth Management
North Carolina
$250K
GWM
1161
Geneos Wealth Management
Colorado
$250K
ARA
1162
Alexander Randolph Advisory
Virginia
$249K
AZ
1163
Alpha Zero
Florida
$247K
CWM
1164
Cordatus Wealth Management
Pennsylvania
$247K
SW
1165
SkyOak Wealth
Michigan
$247K
RWM
1166
Rockwood Wealth Management
Pennsylvania
$247K
WSWA
1167
Warren Street Wealth Advisors
California
$247K
SFGM
1168
Stonebridge Financial Group (Missouri)
Missouri
$245K
HCM
1169
Hengehold Capital Management
Ohio
$245K
FWA
1170
FSM Wealth Advisors
Ohio
$244K
RI
1171
Ruggiero Investments
Florida
$242K
WP
1172
WealthShield Partners
North Carolina
$242K
IWP
1173
IAG Wealth Partners
Wisconsin
$242K
Luther King Capital Management (LKCM)
1174
Luther King Capital Management (LKCM)
Texas
$241K
MAMG
1175
Milestone Asset Management Group
Connecticut
$239K