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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
ANTB
176
AMG National Trust Bank
Colorado
$8.52M +$3.4M +5,360 +63%
MCCA
177
Mill Creek Capital Advisors
Pennsylvania
$8.5M -$131K -207 -1%
AIP
178
Alexis Investment Partners
Texas
$8.48M +$1.64M +2,594 +22%
BPC
179
Bearing Point Capital
Minnesota
$8.47M -$45.6K -72 -0.5%
TA
180
TKG Advisors
Indiana
$8.16M -$46.9K -74 -0.6%
BB
181
Busey Bank
Illinois
$8.06M
EH
182
Equitable Holdings
New York
$7.94M +$2.17M +3,430 +35%
SCA
183
STALEY CAPITAL ADVISERS
Pennsylvania
$7.92M
Renaissance Technologies
184
Renaissance Technologies
New York
$7.85M +$8.06M +12,720 New
SI
185
Seeds Investor
New York
$7.78M -$617K -974 -8%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$7.72M -$260K -410 -3%
PWM
187
Paulson Wealth Management
Illinois
$7.69M +$662K +1,044 +9%
PCFFS
188
Pacific Center for Financial Services
California
$7.62M -$353K -557 -4%
SA
189
Sanctuary Advisors
Indiana
$7.52M +$746K +1,178 +11%
GBT
190
Grove Bank & Trust
Florida
$7.52M -$150K -237 -2%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$7.5M +$1.25M +1,973 +19%
WA
192
Waverly Advisors
Alabama
$7.48M -$267K -422 -3%
BPWM
193
Badgley Phelps Wealth Managers
Washington
$7.37M +$279K +441 +4%
MWA
194
Meridian Wealth Advisors
Texas
$7.34M +$97K +153 +1%
SHGA
195
Sand Hill Global Advisors
California
$7.33M -$27.2K -43 -0.4%
WANY
196
Wealthspire Advisors (New York)
New York
$7.31M +$19.6K +31 +0.3%
CGPCS
197
Capital Group Private Client Services
California
$7.24M -$634 -1 -0%
HI
198
Harbour Investments
Wisconsin
$7.24M +$1.28M +2,023 +21%
LPAM
199
Lodestar Private Asset Management
California
$7.01M +$22.8K +36 +0.3%
MBTD
200
Mechanics Bank - Trust Department
California
$6.99M -$136K -214 -2%

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.