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State Street SPDR S&P MIDCAP 400 ETF Trust

1,447 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 112 funds opening new positions, 322 increasing their positions, 542 reducing their positions, and 67 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 → $15.3B (-$307M)

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: 322 | Existing positions reduced: 542

Holders
1,447
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
MWM
1301
Mascoma Wealth Management
New Hampshire
$122K
FG
1302
Fairman Group
Pennsylvania
$118K
VWM
1303
Vermillion Wealth Management
Minnesota
$117K
CF
1304
Claris Financial
Virginia
$115K
NS
1305
NBC Securities
Alabama
$114K
GGI
1306
Godsey & Gibb Inc
Virginia
$111K
CFSG
1307
Community Financial Services Group
Vermont
$109K
CAM
1308
Costello Asset Management
Pennsylvania
$106K
AG
1309
AmeriFlex Group
Nevada
$105K
BWM
1310
Bernard Wealth Management
Michigan
$105K
CNBTD
1311
Citizens National Bank Trust Department
Mississippi
$104K
HWM
1312
Horizons Wealth Management
North Carolina
$101K
ITIM
1313
Indiana Trust & Investment Management
Indiana
$101K
ANBT
1314
American National Bank & Trust
Texas
$99.9K
TCM
1315
TD Capital Management
Tennessee
$97.1K
LCA
1316
Legend Capital Advisors
New York
$96.8K
VAI
1317
Vanguard Advisers Inc
Pennsylvania
$94.4K
MFP
1318
Meramec Financial Planners
Missouri
$93.7K
TTIC
1319
Tower Trust & Investment Company
Iowa
$93.1K
TJHA
1320
Thomas J. Herzfeld Advisors
Florida
$92.5K
MSWA
1321
Marshall & Sterling Wealth Advisors
New York
$91K
RCM
1322
Richardson Capital Management
Wisconsin
$87.6K
TWIM
1323
TIAA Wealth Investment Management
New York
$86.9K
HWA
1324
HHM Wealth Advisors
Tennessee
$85.1K
PS
1325
Pinney & Scofield
Massachusetts
$82.6K