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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
LWM
1451
Lodestone Wealth Management
Washington
$1.23K
CSPIA
1452
Cary Street Partners Investment Advisory
Virginia
$617
BCM
1453
Basswood Capital Management
New York
-$24.1M -38,082 Closed
Qube Research & Technologies (QRT)
1454
Qube Research & Technologies (QRT)
United Kingdom
-$14.3M -23,671 Closed
OAM
1455
Oppenheimer Asset Management
New York
-$5.82M -9,648 Closed
NAM
1456
NorthCrest Asset Manangement
Minnesota
-$4.63M -7,476 Closed
CPA
1457
Clear Point Advisors
New York
-$3.56M -5,904 Closed
RWM
1458
Raffa Wealth Management
District of Columbia
-$2.97M -4,917 Closed
CAGAS
1459
Capital Advisory Group Advisory Services
Minnesota
-$2.9M -4,803 Closed
GCM
1460
Graham Capital Management
Connecticut
-$2.11M -3,500 Closed
SCM
1461
Sollinda Capital Management
Florida
-$1.87M -3,107 Closed
IF
1462
Intrua Financial
Texas
-$1.79M -2,970 Closed
FIA
1463
FNY Investment Advisers
New York
-$1.45M -2,400 Closed
D.E. Shaw & Co
1464
D.E. Shaw & Co
New York
-$1.43M -2,365 Closed
QL
1465
Quarry LP
New York
-$1.4M -2,325 Closed
BMM
1466
Berkshire Money Management
Massachusetts
-$1.31M -2,163 Closed
SCM
1467
SOL Capital Management
Maryland
-$1.28M -2,125 Closed
Toronto Dominion Bank
1468
Toronto Dominion Bank
Ontario, Canada
-$1.28M -2,123 Closed
Nuveen
1469
Nuveen
North Carolina
-$1.24M -2,053 Closed
AWM
1470
Axxcess Wealth Management
California
-$1.12M -1,862 Closed
Point72 Asset Management
1471
Point72 Asset Management
Connecticut
-$1M -1,580 Closed
ICP
1472
Impact Capital Partners
Colorado
-$811K -1,345 Closed
TC
1473
TradeLink Capital
Illinois
-$784K -1,300 Closed
XT
1474
XTX Topco
Cayman Islands
-$706K -1,171 Closed
Tudor Investment Corp
1475
Tudor Investment Corp
Connecticut
-$667K -1,105 Closed

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.