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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
EFG
1501
Everhart Financial Group
Ohio
-$234K -388 Closed
SPWM
1502
Smith Partners Wealth Management
North Carolina
-$221K -367 Closed
MAM
1503
Mystic Asset Management
Rhode Island
-$220K -364 Closed
SI
1504
Stonekeep Investments
New Mexico
-$217K -359 Closed
MMM
1505
Mendel Money Management
Illinois
-$213K -353 Closed
SG
1506
Sherry Group
Arkansas
-$207K -340 Closed
KGP
1507
Keystone Global Partners
Colorado
-$205K -339 Closed
FOR
1508
Family Office Research
Maryland
-$201K -329 Closed
GAMC
1509
Garner Asset Management Corp
Texas
-$152K -252 Closed
SAG
1510
SageView Advisory Group
California
-$152K -252 Closed
LWANC
1511
Laurel Wealth Advisors (North Carolina)
North Carolina
-$148K -245 Closed
MPW
1512
MASECO Private Wealth
-$146K -243 Closed
OA
1513
Operose Advisors
Wisconsin
-$98.3K -163 Closed
RL
1514
Rogco LP
Oklahoma
-$78.4K -130 Closed
EI
1515
EFG International
-$39.8K -66 Closed
WBC
1516
West Branch Capital
Massachusetts
-$30.2K -50 Closed
BLC
1517
Brown, Lisle/Cummings
Rhode Island
-$29K -48 Closed
CWP
1518
Concord Wealth Partners
Virginia
-$28.5K -47 Closed
OC
1519
Optima Capital
Oregon
-$9.25K -15 Closed
EPG
1520
Estate Planners Group
Pennsylvania
-$7.68K -13 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.