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
FF
476
Farrow Financial
Vermont
$1.76M -$84.3K -157 -5%
EFG
477
Embree Financial Group
Illinois
$1.76M +$2.15K +4 +0.1%
BFC
478
Blue Fin Capital
Rhode Island
$1.75M -$249K -464 -13%
DAS
479
Dynamic Advisor Solutions
Arizona
$1.74M -$66K -123 -4%
KLI
480
Kelman-Lazarov Inc
Tennessee
$1.73M -$23.1K -43 -1%
FCH
481
Freestone Capital Holdings
Washington
$1.73M -$14K -26 -0.8%
SRL
482
Scientech Research LLC
New Jersey
$1.72M +$1.2M +2,237 +278%
BMCM
483
Black Maple Capital Management
Wisconsin
$1.7M
AAS
484
Ameritas Advisory Services
Nebraska
$1.7M +$166K +310 +12%
SW
485
SlateStone Wealth
Florida
$1.69M
FMTC
486
Farmers & Merchants Trust Company
California
$1.68M
TIA
487
Tiemann Investment Advisors
California
$1.66M -$93.9K -175 -6%
PSIWM
488
Paradigm Strategies in Wealth Management
Minnesota
$1.66M -$30.6K -57 -2%
RFC
489
Regions Financial Corp
Alabama
$1.64M -$31.1K -58 -2%
AG
490
AlTi Global
New York
$1.62M -$83.2K -155 -5%
LA
491
LM Advisors
California
$1.61M -$896K -1,670 -37%
FMWA
492
Forvis Mazars Wealth Advisors
Missouri
$1.6M +$206K +384 +16%
SWM
493
SK Wealth Management
Rhode Island
$1.58M +$4.83K +9 +0.3%
AIP
494
ARS Investment Partners
New York
$1.58M +$133K +248 +10%
XF
495
XML Financial
Maryland
$1.57M -$6.98K -13 -0.5%
HR
496
Hardy Reed
Mississippi
$1.57M
EFA
497
Edge Financial Advisors
Illinois
$1.57M +$3.76K +7 +0.3%
FA
498
Fiducient Advisors
Illinois
$1.57M +$81.6K +152 +6%
CWM
499
Compass Wealth Management
Connecticut
$1.56M -$111K -207 -7%
MEG
500
Millstone Evans Group
Colorado
$1.56M -$17.7K -33 -1%

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.