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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
TTIC
1301
Tower Trust & Investment Company
Iowa
$93.1K
TJHA
1302
Thomas J. Herzfeld Advisors
Florida
$92.5K
MSWA
1303
Marshall & Sterling Wealth Advisors
New York
$91K
RCM
1304
Richardson Capital Management
Wisconsin
$87.6K
TWIM
1305
TIAA Wealth Investment Management
New York
$86.9K
HWA
1306
HHM Wealth Advisors
Tennessee
$85.1K
PS
1307
Pinney & Scofield
Massachusetts
$82.6K
MG
1308
MilWealth Group
Wisconsin
$81.9K
SG
1309
Sankala Group
Colorado
$80.9K
MDCM
1310
Morgan Dempsey Capital Management
Wisconsin
$77.3K
WTA
1311
Washington Trust Advisors
Massachusetts
$77.1K
HNB
1312
Hilltop National Bank
Wyoming
$77.1K
IRAG
1313
Investment Research & Advisory Group
Georgia
$74.9K
RIL
1314
Rothschild Investment LLC
Illinois
$74.7K
OWP
1315
ORG Wealth Partners
Texas
$74.7K
STB
1316
S&T Bank
Pennsylvania
$74K
AIC
1317
Archer Investment Corporation
Indiana
$73.4K
BH
1318
Burk Holdings
Oklahoma
$73.4K
TIM
1319
Thompson Investment Management
Wisconsin
$72.2K
AF
1320
Advisornet Financial
Minnesota
$72.2K
HAP
1321
Harbor Asset Planning
Massachusetts
$72K
CH
1322
Canton Hathaway
Rhode Island
$70.9K
SIC
1323
SJS Investment Consulting
Ohio
$69.7K
CB
1324
Centennial Bank
Arkansas
$67.8K
FW
1325
Fairway Wealth
Ohio
$65.4K