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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
Bank of America
1
Bank of America
North Carolina
$1.26B -$45.8M -72,345 -3%
Morgan Stanley
2
Morgan Stanley
New York
$952M +$271M +427,942 +38%
Wells Fargo
3
Wells Fargo
California
$736M -$95M -149,962 -11%
Northern Trust
4
Northern Trust
Illinois
$655M -$8.75M -13,802 -1%
US Bancorp
5
US Bancorp
Minnesota
$598M -$6.78M -10,692 -1%
Goldman Sachs
6
Goldman Sachs
New York
$544M -$92.7M -146,259 -14%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$533M +$22M +34,737 +4%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$518M -$4.23M -6,676 -0.8%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$431M -$3.38M -5,326 -0.8%
UBS Group
10
UBS Group
Switzerland
$395M +$20.3M +32,057 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$307M -$38.5M -60,801 -11%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$302M -$15.7M -24,852 -5%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$196M +$45.5M +71,778 +29%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$185M -$33.3M -52,600 -15%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$184M -$212M -334,544 -53%
JP Morgan Chase
16
JP Morgan Chase
New York
$182M -$42.1M -66,457 -18%
MCM
17
MAI Capital Management
Ohio
$163M -$715K -1,129 -0.4%
Creative Planning
18
Creative Planning
Kansas
$153M -$17.7M -27,883 -10%
AllianceBernstein
19
AllianceBernstein
Tennessee
$152M -$4.7M -7,424 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$145M -$686K -1,083 -0.5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$145M +$36.5M +57,582 +33%
Corient Private Wealth
22
Corient Private Wealth
Florida
$142M -$159M -251,545 -52%
ABTD
23
Arvest Bank Trust Division
Oklahoma
$140M -$2.72M -4,291 -2%
CCA
24
Conservest Capital Advisors
Pennsylvania
$131M -$1.66M -2,613 -1%
LPL Financial
25
LPL Financial
California
$101M -$7M -11,042 -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.