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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
SW
1201
SkyOak Wealth
Michigan
$281K
WSWA
1202
Warren Street Wealth Advisors
California
$281K
FCM
1203
Fortis Capital Management
Washington
$281K +$268K +400 New
SAFS
1204
S&A Financial Services
Kansas
$279K -$9.38K -14 -3%
OC
1205
OxenFree Capital
Florida
$279K
SS
1206
STG Securities
New York
$279K +$265K +396 New
SFWA
1207
Summit Financial Wealth Advisors
Louisiana
$278K +$670 +1 +0.3%
FWA
1208
FSM Wealth Advisors
Ohio
$278K
AZ
1209
Alpha Zero
Florida
$277K
FDCDDQ
1210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$276K -$33.5K -50 -11%
IWP
1211
IAG Wealth Partners
Wisconsin
$276K
FPF
1212
First Pacific Financial
Washington
$274K -$12.7K -19 -5%
Luther King Capital Management (LKCM)
1213
Luther King Capital Management (LKCM)
Texas
$273K
SRC
1214
Shufro Rose & Co
New York
$272K
QCG
1215
Quadrant Capital Group
Ohio
$271K
PCMF
1216
Private Capital Management (Florida)
Florida
$271K
SFGM
1217
Stonebridge Financial Group (Missouri)
Missouri
$270K -$9.38K -14 -4%
AA
1218
Advisory Alpha
Michigan
$270K -$18.1K -27 -7%
NHC
1219
Nicholas Hoffman & Company
Georgia
$269K
HCM
1220
Hengehold Capital Management
Ohio
$269K -$9.38K -14 -4%
CWA
1221
Continuum Wealth Advisors
New York
$269K +$256K +382 New
FG
1222
Foster Group
Iowa
$268K
AIM
1223
Advyzon Investment Management
Illinois
$267K +$43.5K +65 +21%
NCM
1224
Noesis Capital Mangement
Florida
$267K
WIM
1225
Westside Investment Management
California
$267K

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.