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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
151
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.1M +$10.3M +16,300 New
FFBTD
152
First Financial Bank - Trust Division
Ohio
$10M -$230K -363 -2%
WIA
153
World Investment Advisors
California
$10M -$257K -405 -2%
CWP
154
Cyndeo Wealth Partners
Florida
$9.91M -$127K -200 -1%
MHWM
155
Montz Harcus Wealth Management
Louisiana
$9.91M +$21.5K +34 +0.2%
LA
156
Legacy Advisors
Pennsylvania
$9.83M +$6.34K +10 +0.1%
HTIM
157
Harbour Trust & Investment Management
Indiana
$9.81M -$48.8K -77 -0.5%
TPWM
158
Torrey-Payne Wealth Management
California
$9.77M +$22.8K +36 +0.2%
AM
159
AGF Management
Ontario, Canada
$9.6M -$143K -225 -1%
CBT
160
Central Bank & Trust
Kentucky
$9.6M +$456K +719 +5%
CP
161
Canopy Partners
Ohio
$9.59M -$608K -959 -6%
FMC
162
First Merchants Corp
Indiana
$9.57M -$33.6K -53 -0.3%
AI
163
Arvest Investments
Arkansas
$9.56M -$407K -642 -4%
EWM
164
Evercore Wealth Management
New York
$9.49M -$108K -170 -1%
GA
165
GFS Advisors
Texas
$9.42M -$223K -352 -2%
NB
166
NBT Bank
New York
$9.38M -$330K -521 -3%
CFA
167
Capstone Financial Advisors
Illinois
$9.36M -$1.9K -3 -0%
QCM
168
Quantinno Capital Management
New York
$9.27M -$759K -1,197 -7%
HCM
169
Howard Capital Management
Georgia
$9.23M -$145K -229 -2%
CAM
170
Cresset Asset Management
Illinois
$9.13M -$7.3M -11,526 -44%
CTA
171
Chesley Taft & Associates
Illinois
$8.86M -$131K -206 -1%
Legal & General Group
172
Legal & General Group
United Kingdom
$8.76M
KIA
173
KCM Investment Advisors
California
$8.64M -$281K -444 -3%
RWB
174
RMR Wealth Builders
New Jersey
$8.61M -$272K -429 -3%
BWAM
175
Boyd Watterson Asset Management
Ohio
$8.6M

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.