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State Street SPDR S&P MIDCAP 400 ETF Trust

1,529 hedge funds and large institutions have $17.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 344 increasing their positions, 537 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 45

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

5% more funds holding

Funds holding: 1,4511,529 (+78)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.82% less ownership

Funds ownership: 63.7%62.88% (-0.82%)

36% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 537

48% less call options, than puts

Call options by funds: $462M | Put options by funds: $887M

Holders
1,529
Holders Change
+78
Holders Change %
+5.38%
% of All Funds
18.48%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
153
Increased
344
Reduced
537
Closed
45
Calls
$462M
Puts
$887M
Net Calls
-$426M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.37B -$68M -101,476 -5%
Morgan Stanley
2
Morgan Stanley
New York
$869M -$206M -308,245 -20%
Wells Fargo
3
Wells Fargo
California
$829M -$9.62M -14,369 -1%
Northern Trust
4
Northern Trust
Illinois
$738M -$7.77M -11,597 -1%
US Bancorp
5
US Bancorp
Minnesota
$678M -$4.12M -6,146 -0.6%
Goldman Sachs
6
Goldman Sachs
New York
$637M +$16.3M +24,338 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$635M +$25.8M +38,573 +4%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$597M +$6.22M +9,295 +1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$488M -$3.97M -5,926 -0.8%
UBS Group
10
UBS Group
Switzerland
$458M +$7.07M +10,553 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$344M -$5.59M -8,352 -2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$336M -$7.9M -11,802 -2%
MIH
13
Meitav Investment House
Israel
$290M +$276M +412,840 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$205M -$5.4M -8,069 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$199M -$12.3M -18,397 -6%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$199M -$10.5M -15,679 -5%
MCM
17
MAI Capital Management
Ohio
$191M +$4.65M +6,946 +3%
Creative Planning
18
Creative Planning
Kansas
$166M -$8.37M -12,500 -5%
HighTower Advisors
19
HighTower Advisors
Illinois
$165M -$74.3K -111 -0%
Corient Private Wealth
20
Corient Private Wealth
Florida
$159M -$2.11M -3,144 -1%
ABTD
21
Arvest Bank Trust Division
Oklahoma
$158M -$2.2M -3,282 -1%
AllianceBernstein
22
AllianceBernstein
Tennessee
$151M -$4.16M -6,210 -2%
CCA
23
Conservest Capital Advisors
Pennsylvania
$147M -$2.22M -3,312 -2%
Citigroup
24
Citigroup
New York
$126M +$85.3M +127,401 +248%
LPL Financial
25
LPL Financial
California
$117M +$1.86M +2,775 +2%

MDY Hedge Fund Activity: Q2 2026 in Review

1,529 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2026, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new MDY positions and 45 closed out — a net gain of 108 holders — while 344 added to existing stakes and 537 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $276M. The largest seller was Morgan Stanley, cutting an estimated $206M.

  • 1,529 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2026, up from 1,451 in Q1 2026.
  • Funds reported $17.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2026, up 13% quarter-over-quarter.
  • 153 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2026 and 45 closed out, a net change of +108 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2026 was Meitav Investment House, an estimated $276M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2026 was Morgan Stanley, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2026.