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State Street SPDR S&P MIDCAP 400 ETF Trust

1,451 hedge funds and large institutions have $15.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 323 increasing their positions, 543 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

1% more funds holding

Funds holding: 1,4321,451 (+19)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.33% less ownership

Funds ownership: 64.03%63.7% (-0.33%)

2% less capital invested

Capital invested by funds: $15.6B → $15.3B (-$305M)

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: 323 | Existing positions reduced: 543

Holders
1,451
Holders Change
+19
Holders Change %
+1.33%
% of All Funds
17.76%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.71%
New
113
Increased
323
Reduced
543
Closed
68
Calls
$461M
Puts
$629M
Net Calls
-$168M
Net Calls Change
-$525M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
101
Jump Financial
Illinois
$20.9M +$21.4M +33,832 New
SCM
102
Steele Capital Management
Iowa
$20.4M -$105K -166 -0.5%
MMA
103
Miracle Mile Advisors
California
$20.4M -$809K -1,277 -4%
TPW
104
Tiller Private Wealth
Pennsylvania
$20.1M -$50.7K -80 -0.2%
AQR Capital Management
105
AQR Capital Management
Connecticut
$19.7M +$3.3M +5,213 +19%
TNBTD
106
Trustmark National Bank Trust Department
Mississippi
$19.6M -$243K -384 -1%
WPW
107
Waldron Private Wealth
Pennsylvania
$19.5M -$632K -997 -3%
HNB
108
Huntington National Bank
Ohio
$19.4M +$1.15M +1,818 New
CFMC
109
Curbstone Financial Management Corp
New Hampshire
$19.2M -$82.4K -130 -0.4%
VC
110
Vestor Capital
Illinois
$19M +$19M +29,960 +3,525%
DIM
111
DC Investments Management
Virginia
$18.9M +$19.4M +30,673 New
BCM
112
Brookstone Capital Management
Illinois
$18.8M +$9.21M +14,533 +91%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$16.6M -$1.18M -1,857 -6%
MFIM
114
Mesirow Financial Investment Management
Illinois
$16.6M +$3.11M +4,910 +22%
M&T Bank
115
M&T Bank
New York
$16.1M -$3.27M -5,168 -16%
SWA
116
Serenus Wealth Advisors
California
$16M -$211K -333 -1%
SB
117
Simmons Bank
Arkansas
$15.1M -$33.6K -53 -0.2%
IMC Chicago
118
IMC Chicago
Illinois
$15M +$2.2M +3,465 +17%
Franklin Resources
119
Franklin Resources
California
$14.8M +$2.06M +3,257 +16%
BlackRock
120
BlackRock
New York
$14.2M +$2.04M +3,213 +16%
GT
121
Glenmede Trust
Pennsylvania
$14.1M -$186K -294 -1%
AEPWM
122
Atlantic Edge Private Wealth Management
Florida
$13.8M -$82.4K -130 -0.6%
HAG
123
HighPoint Advisor Group
Illinois
$13.6M +$1.27K +2 +0%
SPIA
124
Steward Partners Investment Advisory
New York
$13.6M -$448K -707 -3%
SC
125
Savant Capital
Illinois
$13.5M -$72.2K -114 -0.5%

MDY Hedge Fund Activity: Q1 2026 in Review

1,451 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2026, worth a combined $15.3B — down 2% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MDY positions and 68 closed out — a net gain of 45 holders — while 323 added to existing stakes and 543 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $271M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $212M.

  • 1,451 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2026, up from 1,432 in Q4 2025.
  • Funds reported $15.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2026, down 2% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2026 and 68 closed out, a net change of +45 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2026 was Morgan Stanley, an estimated $271M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2026 was Kayne Anderson Rudnick Investment Management, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2026.