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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
CA
1326
Cornerstone Advisory
Maryland
$214K +$204K +304 New
BA
1327
Bluesphere Advisors
Pennsylvania
$213K +$203K +303 New
BAM
1328
BOS Asset Management
Illinois
$213K +$203K +303 New
BWP
1329
Baldwin Wealth Partners
Massachusetts
$212K +$202K +302 New
UF
1330
Univest Financial
Pennsylvania
$212K +$202K +301 New
BHWM
1331
Beaird Harris Wealth Management
Texas
$212K +$13.4K +20 +7%
CWM
1332
Cooke Wealth Management
California
$212K +$202K +301 New
ACGA
1333
Atlanta Consulting Group Advisors
Georgia
$212K +$201K +300 New
OCM
1334
One Capital Management
California
$211K
MHIP
1335
Mountain Hill Investment Partners
New Jersey
$211K
PP
1336
Pingora Partners
Wyoming
$211K
BHWM
1337
Beacon Hill Wealth Management
$211K +$201K +300 New
BCAM
1338
Boston Common Asset Management
Massachusetts
$211K +$201K +300 New
CG
1339
Corundum Group
Colorado
$211K +$201K +300 New
JSL
1340
JT Stratford LLC
Georgia
$211K +$201K +300 New
KA
1341
Kearns & Associates
California
$211K +$201K +300 New
LWM
1342
LJI Wealth Management
Indiana
$211K +$201K +300 New
PCWA
1343
Pacific Capital Wealth Advisors
California
$211K +$201K +300 New
SAI
1344
Systematic Alpha Investments
New Jersey
$211K +$201K +300 New
GSWM
1345
Greenup Street Wealth Management
Michigan
$210K +$200K +299 New
SPF
1346
South Plains Financial
Texas
$210K
EA
1347
Everpar Advisors
Oklahoma
$209K +$199K +297 New
FAC
1348
Financial Advisory Corporation
Michigan
$209K +$199K +297 New
VCP
1349
Vista Capital Partners
Oregon
$208K +$198K +296 New
KFI
1350
Key Financial Inc
Pennsylvania
$208K

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.