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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
MCA
1201
Magnolia Capital Advisors
Mississippi
$225K
PWP
1202
Pursue Wealth Partners
California
$225K
FFA
1203
First Foundation Advisors
California
$224K
TWM
1204
Tradition Wealth Management
Minnesota
$223K
LK
1205
Lumbard & Kellner
New Hampshire
$222K
MFG
1206
Magnus Financial Group
New York
$222K
JMFC
1207
J.M. Forbes & Co
Massachusetts
$221K
NA
1208
Nordwand Advisors
Pennsylvania
$220K
Empower Advisory Group
1209
Empower Advisory Group
Colorado
$219K
HIA
1210
Harbor Investment Advisory
Maryland
$219K
PCP
1211
Proficio Capital Partners
Massachusetts
$218K
ACM
1212
American Capital Management
New York
$218K
CC
1213
Cadinha & Co
Hawaii
$218K
CG
1214
Cynosure Group
Utah
$218K
CIM
1215
Contravisory Investment Management
Massachusetts
$217K
KFA
1216
Kapstone Financial Advisors
Ohio
$217K
VCM
1217
Vivaldi Capital Management
Illinois
$217K
DCM
1218
Dimension Capital Management
Florida
$216K
BC
1219
Blackhill Capital
New Jersey
$216K
CB
1220
CNB Bank
Pennsylvania
$216K
MWM
1221
Modern Wealth Management
Kansas
$216K
MAS
1222
Madden Advisory Services
Florida
$216K
PCA
1223
Purkiss Capital Advisors
Connecticut
$216K
SWM
1224
Silverlake Wealth Management
Vermont
$216K
BIM
1225
Breakwater Investment Management
Washington
$215K