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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
FPW
1226
Flagship Private Wealth
Massachusetts
$215K
GWWM
1227
Great Waters Wealth Management
Minnesota
$215K
FIB
1228
First Interstate Bank
Montana
$213K
GWANC
1229
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K
JC
1230
JB Capital
Connecticut
$212K
OCM
1231
One Capital Management
California
$211K
SFWC
1232
Strategic Family Wealth Counselors
New Jersey
$211K
GCM
1233
Glaxis Capital Management
Florida
$210K
GIM
1234
Guild Investment Management
California
$210K
OC
1235
Oarsman Capital
Wisconsin
$210K
MSA
1236
Marino Stram & Associates
Massachusetts
$209K
IWMO
1237
Integrated Wealth Management (Ohio)
Ohio
$208K
SVCP
1238
Silicon Valley Capital Partners
California
$208K
VPIM
1239
Vanguard Personalized Indexing Management
California
$207K
WCM
1240
Windsor Capital Management
Arizona
$207K
SWM
1241
Shepherd Wealth Management
Ohio
$207K
SF
1242
Strategent Financial
Virginia
$206K
OAM
1243
Occidental Asset Management
California
$205K
SOAG
1244
Silver Oak Advisory Group
Oregon
$205K
BBPWM
1245
Blue Bell Private Wealth Management
Pennsylvania
$205K
FBT
1246
First Bank & Trust
South Dakota
$205K
FFP
1247
FourThought Financial Partners
Florida
$204K
KWM
1248
Keebeck Wealth Management
Illinois
$203K
RIS
1249
Richmond Investment Services
Wisconsin
$202K
GWAG
1250
Garrett Wealth Advisory Group
Texas
$202K