MDY icon

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
SNB
1376
Security National Bank
Nebraska
$29.6K
PF
1377
PlanVest Financial
Maryland
$29.2K
AF
1378
Alerus Financial
North Dakota
$29K
PIS
1379
POM Investment Strategies
North Carolina
$29K
CTWM
1380
Cherry Tree Wealth Management
Minnesota
$27.1K
PWA
1381
Physician Wealth Advisors
Utah
$25.9K
CW
1382
Curio Wealth
Maryland
$25.3K
MS
1383
Monetary Solutions
Ohio
$24.7K
SWM
1384
SHP Wealth Management
Massachusetts
$22.8K
CPG
1385
Cornerstone Planning Group
New Jersey
$22.3K
CCM
1386
Chilton Capital Management
Texas
$22.2K
VCM
1387
Versant Capital Management
Arizona
$22.2K
WB
1388
Webster Bank
Connecticut
$21.6K
SGK
1389
Steigerwald Gordon & Koch
Virginia
$18.5K
CWM
1390
Consultiva Wealth Management
Puerto Rico
$17.3K
GCM
1391
Gables Capital Management
Florida
$16.7K
NEWAS
1392
N.E.W. Advisory Services
Wisconsin
$16.5K
BFS
1393
Burkett Financial Services
South Carolina
$15.8K
CFS
1394
CGC Financial Services
Oregon
$15.4K
SEP
1395
Signature Equity Partners
Ohio
$15.4K
AWM
1396
Activest Wealth Management
Florida
$14.8K
CFO
1397
CVA Family Office
Colorado
$14.2K
CAL
1398
Capital Analysts LLC
Pennsylvania
$14K
OW
1399
Olistico Wealth
Oklahoma
$12.3K
CFG
1400
CKW Financial Group
Hawaii
$12K