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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
MMCM
1426
Murphy & Mullick Capital Management
New York
$11.1K
GCP
1427
Gill Capital Partners
Colorado
$11.1K +$11.4K +18 New
NFSG
1428
Newbridge Financial Services Group
Florida
$10.3K
VNA
1429
Valley National Advisers
Pennsylvania
$10K
MAFA
1430
MJT & Associates Financial Advisory
Minnesota
$9.87K
KTC
1431
Kentucky Trust Company
Kentucky
$9.87K
NWM
1432
Nova Wealth Management
Florida
$9.25K +$9.51K +15 New
GWSA
1433
Global Wealth Strategies & Associates
Colorado
$8.63K -$3.8K -6 -30%
CFG
1434
Chapman Financial Group
Hawaii
$8.63K +$8.87K +14 New
DF
1435
Dunhill Financial
United Kingdom
$8.63K
GIA
1436
GHP Investment Advisors
Colorado
$7.4K
RBC
1437
Roble Belko & Company
Pennsylvania
$7K
OC
1438
Oakworth Capital
Alabama
$6.78K
RF
1439
Rossby Financial
Florida
$6.22K
SC
1440
Solstein Capital
California
$6.17K
HHGA
1441
Halbert Hargrove Global Advisors
California
$5.55K +$5.7K +9 New
TWM
1442
Timmons Wealth Management
Massachusetts
$5.41K -$47.5K -75 -89%
FC
1443
Fairscale Capital
New Hampshire
$4.95K
CSC
1444
Caldwell Sutter Capital
California
$4.32K
LA
1445
LM Advisors
California
$3.9K +$42.5K +67 +3%
HWA
1446
Heritage Wealth Advisors
Virginia
$3.08K -$1.62M -2,555 -100%
VHAM
1447
Van Hulzen Asset Management
California
$3.08K +$3.17K +5 New
CMP
1448
Coston McIsaac & Partners
Maine
$3K -$634 -1 -14%
IA
1449
IFG Advisory
Georgia
$1.85K -$2.89M -4,560 -100%
SFCL
1450
Strengthening Families & Communities LLC
Massachusetts
$1.25K -$3.8K -6 -75%

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.