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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
CT
126
Caldwell Trust
Florida
$13.3M +$492K +777 +4%
NC
127
Nitorum Capital
New York
$13.1M +$13.4M +21,216 New
MA
128
MCF Advisors
Kentucky
$13M -$79.2K -125 -0.6%
AIP
129
Ameritas Investment Partners
Nebraska
$13M +$634K +1,000 +5%
PCA
130
Peddock Capital Advisors
Massachusetts
$12.6M +$568K +897 +5%
MML Investors Services
131
MML Investors Services
Massachusetts
$12.6M -$2.32M -3,665 -15%
JA
132
JVL Associates
Michigan
$12.1M
ONB
133
Old National Bancorp
Indiana
$11.8M -$565K -891 -4%
CIC
134
Carnegie Investment Counsel
Ohio
$11.7M -$292K -460 -2%
CFO
135
Callan Family Office
Pennsylvania
$11.4M -$281K -444 -2%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$11.3M -$122K -193 -1%
TCA
137
Trifecta Capital Advisors
Illinois
$11.3M -$794K -1,253 -6%
LFS
138
Lutz Financial Services
Nebraska
$11.2M -$243K -383 -2%
CAG
139
Csenge Advisory Group
Florida
$11.2M -$208K -329 -2%
SDAM
140
Shulman DeMeo Asset Management
New York
$11.1M +$11.4M +17,967 New
TWM
141
Thrive Wealth Management
Pennsylvania
$11M -$269K -425 -2%
IC
142
IEQ Capital
California
$10.9M +$176K +277 +2%
FNBOO
143
First National Bank of Omaha
Nebraska
$10.9M +$141K +222 +1%
P
144
&Partners
Tennessee
$10.9M +$203K +321 +2%
WFA
145
Wellspring Financial Advisors
Ohio
$10.9M -$560K -883 -5%
DBIA
146
Dumont & Blake Investment Advisors
New Jersey
$10.8M -$393K -620 -3%
HFAS
147
Hummer Financial Advisory Services
Illinois
$10.6M +$60.8K +96 +0.6%
GFL
148
Granite FO LLC
New Hampshire
$10.5M +$260K +410 +2%
BBHC
149
Brown Brothers Harriman & Co
New York
$10.5M -$205K -324 -2%
CC
150
Corsicana & Co
Texas
$10.2M +$364K +574 +3%

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.