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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
CGH
201
CMG Global Holdings
Texas
$6.89M -$33.6K -53 -0.5%
PAG
202
Private Advisor Group
New Jersey
$6.88M -$120K -189 -2%
HA
203
Hanover Advisors
South Carolina
$6.86M +$634 +1 +0%
BFO
204
Boston Family Office
Massachusetts
$6.83M -$300K -474 -4%
FHC
205
First Horizon Corporation
Tennessee
$6.83M -$61.5K -97 -0.9%
YCM
206
Yousif Capital Management
Michigan
$6.79M +$2.56M +4,043 +58%
DWM
207
Dakota Wealth Management
Florida
$6.79M -$447K -705 -6%
LI
208
Latigo Investments
Florida
$6.76M
DM
209
Diversified Management
Wisconsin
$6.73M +$99.5K +157 +1%
GIM
210
Goelzer Investment Management
Indiana
$6.71M
TCIIS
211
TIAA-CREF Individual & Institutional Services
New York
$6.68M +$6.87M +10,836 New
CB
212
Community Bank
New York
$6.67M -$239K -377 -3%
CBU
213
CIBC Bancorp USA
Illinois
$6.67M +$6.86M +10,821 New
LW
214
Linscomb Wealth
Texas
$6.61M -$364K -574 -5%
GSC
215
G&S Capital
Colorado
$6.53M +$127K +201 +2%
PWMAG
216
Pinnacle Wealth Management Advisory Group
New Jersey
$6.52M -$165K -260 -2%
SF
217
Summit Financial
New Jersey
$6.52M +$198K +313 +3%
NCG
218
Newport Capital Group
New Jersey
$6.52M +$172K +272 +3%
MPCA
219
Madison Park Capital Advisors
Washington
$6.51M -$81.1K -128 -1%
LCG
220
Lynx Capital Group
Ohio
$6.47M -$76.7K -121 -1%
PAM
221
Palisade Asset Management
Minnesota
$6.45M
PGCM
222
Prescott Group Capital Management
Oklahoma
$6.38M -$5.02M -7,917 -43%
NB
223
Nicolet Bankshares
Wisconsin
$6.32M +$5.67M +8,943 +724%
RIS
224
Retirement Income Solutions
Michigan
$6.31M -$60.2K -95 -0.9%
MFG
225
Merit Financial Group
Georgia
$6.3M +$376K +594 +6%

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.