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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
TPW
426
Transatlantique Private Wealth
New York
$2.24M -$17.2K -32 -0.8%
CIAS
427
Capital Investment Advisory Services
North Carolina
$2.24M -$5.9K -11 -0.3%
CA
428
Cambridge Advisors
Nebraska
$2.21M +$10.7K +20 +0.5%
HH
429
Hilltop Holdings
Texas
$2.2M +$464K +865 +29%
CIBC World Market
430
CIBC World Market
Ontario, Canada
$2.2M -$506K -943 -20%
HWM
431
HB Wealth Management
Georgia
$2.19M -$1.23M -2,289 -37%
AIFAIM
432
American Institute for Advanced Investment Management
Arizona
$2.14M -$29.5K -55 -1%
RWP
433
Revolve Wealth Partners
New Jersey
$2.14M -$129K -241 -6%
IFS
434
Intelligent Financial Strategies
Minnesota
$2.13M -$55.3K -103 -3%
VWM
435
Venturi Wealth Management
Texas
$2.12M
CWM
436
ClientFirst Wealth Management
Arkansas
$2.12M
ZIC
437
ZWJ Investment Counsel
Georgia
$2.1M -$77.3K -144 -4%
RWP
438
RWA Wealth Partners
Massachusetts
$2.1M +$537 +1 +0%
PCM
439
Park Capital Management
Wisconsin
$2.1M +$3.76K +7 +0.2%
AWF
440
Alpha Wealth Funds
Utah
$2.1M -$86.4K -161 -4%
Renaissance Technologies
441
Renaissance Technologies
New York
$2.1M -$5.26M -9,800 -73%
ATFA
442
All Terrain Financial Advisors
Minnesota
$2.09M -$5.9K -11 -0.3%
MSAM
443
Moloney Securities Asset Management
Missouri
$2.08M +$537 +1 +0%
GRP
444
Global Retirement Partners
California
$2.06M +$1.95M +3,640 New
SC
445
Scotia Capital
Ontario, Canada
$2.06M +$177K +329 +10%
RDWM
446
Red Door Wealth Management
Tennessee
$2.05M +$1.48M +2,755 +320%
OSNBOA
447
Old Second National Bank of Aurora
Illinois
$2.04M -$25.8K -48 -1%
RSS
448
Rosenblum Silverman Sutton
California
$2.04M +$53.7K +100 +3%
TPI
449
Trust Point Inc
Wisconsin
$2.04M -$59.6K -111 -3%
LWM
450
Lionsbridge Wealth Management
Florida
$2.03M +$54.2K +101 +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.