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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
BCV
1376
Banque Cantonale Vaudoise
Switzerland
$46K
CBT
1377
CoreFirst Bank & Trust
Kansas
$43.2K
DJSG
1378
D.J. St. Germain
Massachusetts
$43.2K
MAS
1379
MPWM Advisory Solutions
Georgia
$43.2K
HDIM
1380
Hanson & Doremus Investment Management
Vermont
$43K -$98.9K -156 -69%
GSEP
1381
Golden State Equity Partners
California
$40.7K +$41.8K +66 New
KFA
1382
Kelleher Financial Advisors
New York
$39.7K +$44.4K +70 New
Q1WB
1383
Quest 10 Wealth Builders
Virginia
$38.2K -$1.27K -2 -3%
MIM
1384
Marshall Investment Management
Colorado
$37.6K +$38.7K +61 New
TSMHT
1385
Thurston Springer Miller Herd & Titak
Indiana
$34.8K -$9.51K -15 -21%
HPWM
1386
High Point Wealth Management
New Jersey
$34.8K
PSB
1387
Piscataqua Savings Bank
New Hampshire
$34.5K
EA
1388
Evolution Advisers
Virginia
$33K
FFG
1389
Forum Finance Group
$33K +$41.8K +66 New
TRCT
1390
Tower Research Capital (TRC)
New York
$32.7K -$1.47M -2,320 -98%
BDPWM
1391
Barnes Dennig Private Wealth Management
Ohio
$31.5K
CIAS
1392
CBIZ Investment Advisory Services
Ohio
$31.1K
SIS
1393
Sound Income Strategies
Florida
$31.1K
HCM
1394
Hollencrest Capital Management
California
$31K
AF
1395
Aviso Financial
Ontario, Canada
$30.8K
CTA
1396
Colonial Trust Advisors
South Carolina
$30.8K
SS
1397
Sunbelt Securities
Texas
$30.8K
DPW
1398
DiNuzzo Private Wealth
Pennsylvania
$30.6K
CYG
1399
Clean Yield Group
Vermont
$30.2K
SNB
1400
Security National Bank
Nebraska
$29.6K

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.