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State Street SPDR S&P MIDCAP 400 ETF Trust

1,346 hedge funds and large institutions have $14.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 331 increasing their positions, 518 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $535M | Put options by funds: $407M

22% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 68

6% more capital invested

Capital invested by funds: $13.4B → $14.2B (+$809M)

1.6% more ownership

Funds ownership: 61.12%62.73% (+1.6%)

1% less funds holding

Funds holding: 1,3571,346 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

36% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 518

Holders
1,346
Holders Change
-11
Holders Change %
-0.81%
% of All Funds
17.72%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.75%
New
83
Increased
331
Reduced
518
Closed
68
Calls
$535M
Puts
$407M
Net Calls
+$128M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
226
Diversified Portfolios Inc
Michigan
$5.89M -$199K -371 -3%
RIS
227
Retirement Income Solutions
Michigan
$5.88M -$158K -295 -3%
ATC
228
Adirondack Trust Company
New York
$5.88M -$195K -364 -3%
GF
229
Gries Financial
Ohio
$5.83M -$537 -1 -0%
DWP
230
Daymark Wealth Partners
Ohio
$5.82M +$138K +257 +3%
Balyasny Asset Management
231
Balyasny Asset Management
Illinois
$5.74M +$606K +1,130 +13%
SF
232
Summit Financial
New Jersey
$5.71M +$324K +603 +6%
BPWM
233
Badgley Phelps Wealth Managers
Washington
$5.71M +$250K +465 +5%
AF
234
Allworth Financial
California
$5.7M +$915K +1,705 +20%
GSC
235
G&S Capital
Colorado
$5.69M -$2.68K -5 -0%
RC
236
RBF Capital
California
$5.66M
WA
237
Wilmar Advisors
Florida
$5.66M
NCG
238
Newport Capital Group
New Jersey
$5.63M +$221K +411 +4%
PWAM
239
Private Wealth Asset Management
Iowa
$5.62M -$309K -575 -5%
CTC
240
Central Trust Company
Missouri
$5.55M +$45.6K +85 +0.9%
AIP
241
Alexis Investment Partners
Texas
$5.54M -$776K -1,445 -13%
MFG
242
Merit Financial Group
Georgia
$5.48M -$32.7K -61 -0.6%
ST
243
Sageworth Trust
Pennsylvania
$5.42M -$5.9K -11 -0.1%
M
244
MOTCO
Texas
$5.4M +$158K +294 +3%
RCA
245
Resonant Capital Advisors
Wisconsin
$5.37M -$143K -267 -3%
MWM
246
Modera Wealth Management
New Jersey
$5.37M -$46.7K -87 -0.9%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$5.35M
PAM
248
Peak Asset Management
Colorado
$5.33M -$89.1K -166 -2%
TT
249
TI-Trust
Illinois
$5.31M +$136K +253 +3%
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$5.27M -$412K -768 -8%

MDY Hedge Fund Activity: Q2 2025 in Review

1,346 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2025, worth a combined $14.2B — up 6% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MDY positions and 68 closed out — a net gain of 15 holders — while 331 added to existing stakes and 518 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $145M. The largest seller was Citadel Advisors, cutting an estimated $119M.

  • 1,346 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2025, down from 1,357 in Q1 2025.
  • Funds reported $14.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2025, up 6% quarter-over-quarter.
  • 83 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2025 and 68 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2025 was Morgan Stanley, an estimated $145M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2025 was Citadel Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.