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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
BA
1401
Ballast Advisors
Minnesota
$12K
MMCM
1402
Murphy & Mullick Capital Management
New York
$11.1K
GCP
1403
Gill Capital Partners
Colorado
$11.1K
NFSG
1404
Newbridge Financial Services Group
Florida
$10.3K
VNA
1405
Valley National Advisers
Pennsylvania
$10K
MAFA
1406
MJT & Associates Financial Advisory
Minnesota
$9.87K
KTC
1407
Kentucky Trust Company
Kentucky
$9.87K
NWM
1408
Nova Wealth Management
Florida
$9.25K
GWSA
1409
Global Wealth Strategies & Associates
Colorado
$8.63K
CFG
1410
Chapman Financial Group
Hawaii
$8.63K
DF
1411
Dunhill Financial
United Kingdom
$8.63K
GIA
1412
GHP Investment Advisors
Colorado
$7.4K
RBC
1413
Roble Belko & Company
Pennsylvania
$7K
OC
1414
Oakworth Capital
Alabama
$6.78K
RF
1415
Rossby Financial
Florida
$6.22K
SC
1416
Solstein Capital
California
$6.17K
HHGA
1417
Halbert Hargrove Global Advisors
California
$5.55K
TWM
1418
Timmons Wealth Management
Massachusetts
$5.41K
FC
1419
Fairscale Capital
New Hampshire
$4.95K
CSC
1420
Caldwell Sutter Capital
California
$4.32K
LA
1421
LM Advisors
California
$3.9K
HWA
1422
Heritage Wealth Advisors
Virginia
$3.08K
VHAM
1423
Van Hulzen Asset Management
California
$3.08K
CMP
1424
Coston McIsaac & Partners
Maine
$3K
IA
1425
IFG Advisory
Georgia
$1.85K