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State Street SPDR S&P MIDCAP 400 ETF Trust

1,427 hedge funds and large institutions have $15.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 536 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $15.6B → $15.2B (-$341M)

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: 318 | Existing positions reduced: 536

Holders
1,427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$461M
Puts
$629M
Net Calls
Net Calls Change

Top Sellers

1 -$212M
2 -$159M
3 -$157M
4
Wells Fargo
Wells Fargo
California
-$95M
5
Goldman Sachs
Goldman Sachs
New York
-$92.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
151
World Investment Advisors
California
$10M
CWP
152
Cyndeo Wealth Partners
Florida
$9.91M
MHWM
153
Montz Harcus Wealth Management
Louisiana
$9.91M
LA
154
Legacy Advisors
Pennsylvania
$9.83M
HTIM
155
Harbour Trust & Investment Management
Indiana
$9.81M
TPWM
156
Torrey-Payne Wealth Management
California
$9.77M
AM
157
AGF Management
Ontario, Canada
$9.6M
CBT
158
Central Bank & Trust
Kentucky
$9.6M
CP
159
Canopy Partners
Ohio
$9.59M
FMC
160
First Merchants Corp
Indiana
$9.57M
AI
161
Arvest Investments
Arkansas
$9.56M
EWM
162
Evercore Wealth Management
New York
$9.49M
GA
163
GFS Advisors
Texas
$9.42M
NB
164
NBT Bank
New York
$9.38M
CFA
165
Capstone Financial Advisors
Illinois
$9.36M
QCM
166
Quantinno Capital Management
New York
$9.27M
HCM
167
Howard Capital Management
Georgia
$9.23M
CAM
168
Cresset Asset Management
Illinois
$9.13M
CTA
169
Chesley Taft & Associates
Illinois
$8.86M
Legal & General Group
170
Legal & General Group
United Kingdom
$8.76M
KIA
171
KCM Investment Advisors
California
$8.64M
RWB
172
RMR Wealth Builders
New Jersey
$8.61M
BWAM
173
Boyd Watterson Asset Management
Ohio
$8.6M
ANTB
174
AMG National Trust Bank
Colorado
$8.52M
MCCA
175
Mill Creek Capital Advisors
Pennsylvania
$8.5M