We are live on ! Find out more
MDY icon

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
SFMG
401
Sage Financial Management Group
Virginia
$2.47M -$174K -324 -7%
SWP
402
Stratos Wealth Partners
Ohio
$2.46M +$215K +400 +10%
LWA
403
Lowe Wealth Advisors
Maryland
$2.46M -$14.5K -27 -0.6%
HVIA
404
Hudson Valley Investment Advisors
New York
$2.45M -$63.3K -118 -3%
SIAP
405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.44M -$48.8K -91 -2%
CWMK
406
Caliber Wealth Management (Kansas)
Kansas
$2.41M -$188K -350 -8%
TPCW
407
TD Private Client Wealth
New York
$2.39M +$845K +1,575 +60%
SIC
408
Salem Investment Counselors
North Carolina
$2.39M
WCM
409
WealthBridge Capital Management
Ohio
$2.38M -$83.2K -155 -4%
LC
410
Lavaca Capital
Texas
$2.38M
KPWS
411
Kestra Private Wealth Services
Texas
$2.38M +$237K +441 +12%
EW
412
Element Wealth
Mississippi
$2.38M -$90.7K -169 -4%
NP
413
NorthRock Partners
Minnesota
$2.36M +$305K +568 +16%
RW
414
RVW Wealth
California
$2.35M -$86.9K -162 -4%
WIC
415
Whitegate Investment Counselors
New Hampshire
$2.35M
WIC
416
Woodmont Investment Counsel
Tennessee
$2.34M +$1.76M +3,272 +379%
PAS
417
PKS Advisory Services
New York
$2.34M -$40.3K -75 -2%
IFG
418
Independent Financial Group
California
$2.33M +$922K +1,718 +72%
SJIM
419
St. Johns Investment Management
Florida
$2.31M -$335K -625 -13%
GSWM
420
Golden State Wealth Management
California
$2.31M -$1.2M -2,244 -36%
FLP
421
Financial Life Planners
Arizona
$2.29M -$516K -962 -19%
RA
422
RFG Advisory
Alabama
$2.28M -$445K -829 -17%
CC
423
Courier Capital
New York
$2.27M -$317K -590 -13%
BFG
424
Baron Financial Group
New Jersey
$2.27M -$66.6K -124 -3%
IAIM
425
International Assets Investment Management
Florida
$2.26M +$69.8K +130 +3%

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.