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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
PF
1401
PlanVest Financial
Maryland
$29.2K +$29.8K +47 New
AF
1402
Alerus Financial
North Dakota
$29K
PIS
1403
POM Investment Strategies
North Carolina
$29K +$29.8K +47 New
CTWM
1404
Cherry Tree Wealth Management
Minnesota
$27.1K
PWA
1405
Physician Wealth Advisors
Utah
$25.9K
CW
1406
Curio Wealth
Maryland
$25.3K
MS
1407
Monetary Solutions
Ohio
$24.7K
SWM
1408
SHP Wealth Management
Massachusetts
$22.8K
CPG
1409
Cornerstone Planning Group
New Jersey
$22.3K +$634 +1 +3%
CCM
1410
Chilton Capital Management
Texas
$22.2K -$37.4K -59 -62%
VCM
1411
Versant Capital Management
Arizona
$22.2K +$22.8K +36 New
WB
1412
Webster Bank
Connecticut
$21.6K
SGK
1413
Steigerwald Gordon & Koch
Virginia
$18.5K
CWM
1414
Consultiva Wealth Management
Puerto Rico
$17.3K
GCM
1415
Gables Capital Management
Florida
$16.7K
NEWAS
1416
N.E.W. Advisory Services
Wisconsin
$16.5K
BFS
1417
Burkett Financial Services
South Carolina
$15.8K
CFS
1418
CGC Financial Services
Oregon
$15.4K
SEP
1419
Signature Equity Partners
Ohio
$15.4K
AWM
1420
Activest Wealth Management
Florida
$14.8K -$19K -30 -56%
CFO
1421
CVA Family Office
Colorado
$14.2K +$14.6K +23 New
CAL
1422
Capital Analysts LLC
Pennsylvania
$14K -$3.8K -6 -21%
OW
1423
Olistico Wealth
Oklahoma
$12.3K
BA
1424
Ballast Advisors
Minnesota
$12.3K +$12.7K +20 New
CFG
1425
CKW Financial Group
Hawaii
$12K

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.