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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
HFS
1351
Hantz Financial Services
Michigan
$62K
AIM
1352
Anchor Investment Management
South Carolina
$61.7K
PAM
1353
Parvin Asset Management
South Dakota
$61.7K
EP
1354
Essential Partners
California
$61.7K +$63.4K +100 New
1NWS
1355
1 North Wealth Services
Maryland
$60.4K
FCT
1356
First Community Trust
Iowa
$55.5K
SWIM
1357
Smallwood Wealth Investment Management
New Jersey
$55.5K
MSG
1358
Main Street Group
Virginia
$55.5K +$57K +90 New
GF
1359
GGM Financials
Ohio
$54.8K
ICM
1360
Islay Capital Management
Texas
$54.3K
LI
1361
LRI Investments
Florida
$53.7K -$282K -445 -84%
AFG
1362
Albion Financial Group
Utah
$52.7K
SAM
1363
Smartleaf Asset Management
Massachusetts
$52.7K
RWM
1364
RMG Wealth Management
Wisconsin
$52.5K +$49.4K +78 New
PCTC
1365
Perkins Coie Trust Company
Washington
$52.4K
TWM
1366
Tripletail Wealth Management
Florida
$51K
DCM
1367
Dorato Capital Management
Colorado
$49.6K -$18.4K -29 -27%
AIM
1368
Arcadia Investment Management
Michigan
$49.3K
MMG
1369
Monetary Management Group
Missouri
$49.3K
SMBT
1370
Southern Michigan Bank & Trust
Michigan
$49.3K +$50.7K +80 New
WAS
1371
Winch Advisory Services
Wisconsin
$49K
BG
1372
Bollard Group
Massachusetts
$49K
AWA
1373
Acumen Wealth Advisors
Tennessee
$48.8K
SIM
1374
Synergy Investment Management
Florida
$47.8K +$48.8K +77 New
FDCP
1375
Foster Dykema Cabot & Partners
Massachusetts
$47.1K -$65.3K -103 -58%

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.