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State Street SPDR S&P MIDCAP 400 ETF Trust

1,529 hedge funds and large institutions have $17.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 344 increasing their positions, 537 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 45

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

5% more funds holding

Funds holding: 1,4511,529 (+78)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.82% less ownership

Funds ownership: 63.7%62.88% (-0.82%)

36% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 537

48% less call options, than puts

Call options by funds: $462M | Put options by funds: $887M

Holders
1,529
Holders Change
+78
Holders Change %
+5.38%
% of All Funds
18.48%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
153
Increased
344
Reduced
537
Closed
45
Calls
$462M
Puts
$887M
Net Calls
-$426M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
1401
Thomas J. Herzfeld Advisors
Florida
$106K
SIA
1402
Strategic Investment Advisors
Michigan
$105K +$100K +150 New
MSWA
1403
Marshall & Sterling Wealth Advisors
New York
$104K
RCM
1404
Richardson Capital Management
Wisconsin
$99.9K
HWA
1405
HHM Wealth Advisors
Tennessee
$97.1K
MFP
1406
Meramec Financial Planners
Missouri
$97K
PS
1407
Pinney & Scofield
Massachusetts
$94.2K
MG
1408
MilWealth Group
Wisconsin
$93.7K
SG
1409
Sankala Group
Colorado
$93.4K
ANBT
1410
American National Bank & Trust
Texas
$90.7K -$22.1K -33 -20%
VA
1411
Valor Advisors
Florida
$88.8K
MDCM
1412
Morgan Dempsey Capital Management
Wisconsin
$88.1K
HNB
1413
Hilltop National Bank
Wyoming
$87.9K
WTA
1414
Washington Trust Advisors
Massachusetts
$87.9K
TC
1415
Truvestments Capital
Florida
$87.2K +$83K +124 New
IRAG
1416
Investment Research & Advisory Group
Georgia
$85.7K
RIL
1417
Rothschild Investment LLC
Illinois
$85.3K
OWP
1418
ORG Wealth Partners
Texas
$85.2K -$670 -1 -0.8%
FB
1419
First Bancorp
Maine
$85.1K +$81K +121 New
STB
1420
S&T Bank
Pennsylvania
$84.4K
AIC
1421
Archer Investment Corporation
Indiana
$83.7K
HAP
1422
Harbor Asset Planning
Massachusetts
$82.3K
TIM
1423
Thompson Investment Management
Wisconsin
$82.3K
CA
1424
Continuum Advisory
Idaho
$81.6K +$77.7K +116 New
CH
1425
Canton Hathaway
Rhode Island
$80.9K

MDY Hedge Fund Activity: Q2 2026 in Review

1,529 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2026, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new MDY positions and 45 closed out — a net gain of 108 holders — while 344 added to existing stakes and 537 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $276M. The largest seller was Morgan Stanley, cutting an estimated $206M.

  • 1,529 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2026, up from 1,451 in Q1 2026.
  • Funds reported $17.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2026, up 13% quarter-over-quarter.
  • 153 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2026 and 45 closed out, a net change of +108 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2026 was Meitav Investment House, an estimated $276M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2026 was Morgan Stanley, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2026.