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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
HA
201
Hanover Advisors
South Carolina
$6.86M
BFO
202
Boston Family Office
Massachusetts
$6.83M
FHC
203
First Horizon Corporation
Tennessee
$6.83M
YCM
204
Yousif Capital Management
Michigan
$6.79M
DWM
205
Dakota Wealth Management
Florida
$6.79M
LI
206
Latigo Investments
Florida
$6.76M
DM
207
Diversified Management
Wisconsin
$6.73M
GIM
208
Goelzer Investment Management
Indiana
$6.71M
TCIIS
209
TIAA-CREF Individual & Institutional Services
New York
$6.68M
CB
210
Community Bank
New York
$6.67M
CBU
211
CIBC Bancorp USA
Illinois
$6.67M
LW
212
Linscomb Wealth
Texas
$6.61M
GSC
213
G&S Capital
Colorado
$6.53M
PWMAG
214
Pinnacle Wealth Management Advisory Group
New Jersey
$6.52M
SF
215
Summit Financial
New Jersey
$6.52M
NCG
216
Newport Capital Group
New Jersey
$6.52M
MPCA
217
Madison Park Capital Advisors
Washington
$6.51M
PAM
218
Palisade Asset Management
Minnesota
$6.45M
PGCM
219
Prescott Group Capital Management
Oklahoma
$6.38M
NB
220
Nicolet Bankshares
Wisconsin
$6.32M
RIS
221
Retirement Income Solutions
Michigan
$6.31M
MFG
222
Merit Financial Group
Georgia
$6.3M
HFS
223
Hopwood Financial Services
Virginia
$6.25M
WA
224
Wilmar Advisors
Florida
$6.17M
RC
225
RBF Capital
California
$6.17M