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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
AWMS
1476
Advocacy Wealth Management Services
Georgia
-$666K -1,104 Closed
Simplex Trading
1477
Simplex Trading
Illinois
-$641K -1,011 Closed
BWCS
1478
Beirne Wealth Consulting Services
Connecticut
-$567K -935 Closed
CCM
1479
CFO Capital Management
Connecticut
-$562K -932 Closed
Citadel Advisors
1480
Citadel Advisors
Florida
-$529K -834 Closed
HPC
1481
Hobart Private Capital
North Carolina
-$498K -826 Closed
Kovitz Investment Group Partners
1482
Kovitz Investment Group Partners
Illinois
-$480K -795 Closed
CWP
1483
Curated Wealth Partners
California
-$458K -759 Closed
MAWA
1484
Moss Adams Wealth Advisors
Washington
-$411K -679 Closed
GPW
1485
Genesis Private Wealth
Virginia
-$405K -672 Closed
AAM
1486
Aureus Asset Management
Massachusetts
-$374K -620 Closed
EBA
1487
Eagle Bay Advisors
New York
-$371K -613 Closed
Fisher Asset Management
1488
Fisher Asset Management
Washington
-$327K -541 Closed
GRA
1489
Golden Road Advisors
Florida
-$306K -508 Closed
KL
1490
KWMG LLC
Kansas
-$306K -508 Closed
BC
1491
Burney Company
Virginia
-$300K -497 Closed
GAA
1492
Global Assets Advisory
Florida
-$277K -459 Closed
GWP
1493
Gateway Wealth Partners
Wisconsin
-$271K -450 Closed
BFP
1494
Briaud Financial Planning
Texas
-$261K -432 Closed
WMA
1495
William Mack & Associates
Michigan
-$260K -431 Closed
CA
1496
CapWealth Advisors
Tennessee
-$255K -422 Closed
TTWM
1497
TCV Trust & Wealth Management
Virginia
-$253K -420 Closed
GLA
1498
Great Lakes Advisors
Illinois
-$245K -406 Closed
OCM
1499
Objective Capital Management
Ohio
-$240K -397 Closed
RIG
1500
RiverFront Investment Group
Virginia
-$235K -389 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.