We are live on ! Find out more
MDY icon

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
SFC
1176
Strategic Financial Concepts
Texas
$301K -$36.8K -55 -11%
BWS
1177
Broadway Wealth Solutions
Texas
$300K
SF
1178
Symphony Financial
Texas
$300K +$670 +1 +0.2%
DCM
1179
Donaldson Capital Management
Indiana
$300K +$285K +426 New
FNT
1180
First Nebraska Trust
Nebraska
$299K
IP
1181
Investment Partners
Ohio
$298K
BWL
1182
Bogart Wealth LLC
Virginia
$297K
PWPS
1183
Pinnacle Wealth Planning Services
Ohio
$297K
LTL
1184
Lowery Thomas LLC
California
$296K +$670 +1 +0.2%
EM
1185
Excalibur Management
Massachusetts
$296K
BTW
1186
Boston Trust Walden
Massachusetts
$295K -$151K -225 -35%
UIM
1187
Unified Investment Management
Georgia
$295K -$5.36K -8 -2%
HA
1188
Hegarty Advisors
New York
$295K +$281K +419 New
PA
1189
Powerhouse Assets
Massachusetts
$294K
PIM
1190
Progressive Investment Management
Oregon
$293K -$26.1K -39 -9%
BHWM
1191
Bar Harbor Wealth Management
New Hampshire
$291K
LT
1192
Legacy Trust
Michigan
$289K -$10K -15 -4%
TC
1193
Trust Company
Kansas
$289K
CA
1194
Clune & Associates
Illinois
$287K -$18.8K -28 -6%
HBW
1195
Hazlett, Burt & Watson
West Virginia
$287K -$20.8K -31 -7%
SSWM
1196
Sheets Smith Wealth Management
North Carolina
$285K
MAMG
1197
Milestone Asset Management Group
Connecticut
$283K +$10.7K +16 +4%
KP
1198
Keel Point
Alabama
$282K +$670 +1 +0.3%
CWM
1199
Cordatus Wealth Management
Pennsylvania
$281K
RWM
1200
Rockwood Wealth Management
Pennsylvania
$281K

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.