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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
FFN
501
Focus Financial Network
Minnesota
$1.56M -$63.9K -119 -4%
HAC
502
Harbor Advisory Corp
New Hampshire
$1.55M
PPA
503
Pacific Point Advisors
California
$1.55M
MHIC
504
Marble Harbor Investment Counsel
Massachusetts
$1.53M
MLL
505
Moody Lynn & Lieberson
Massachusetts
$1.53M
VA
506
Valmark Advisers
Ohio
$1.52M +$120K +224 +9%
TH
507
TCTC Holdings
Texas
$1.52M
CCC
508
Compass Capital Corp
Massachusetts
$1.52M -$537 -1 -0%
GAM
509
GEM Asset Management
Michigan
$1.51M -$54.7K -102 -4%
ATI
510
ARK & TLK Investments
Oklahoma
$1.51M
SWA
511
Stratos Wealth Advisors
Ohio
$1.5M -$43.5K -81 -3%
DI
512
Disciplined Investments
Oklahoma
$1.49M -$12.3K -23 -0.9%
EFS
513
Essex Financial Services
Connecticut
$1.48M -$5.37K -10 -0.4%
SB
514
Semitam Bonam
New York
$1.48M +$1.4M +2,617 New
HT
515
Headlands Technologies
Illinois
$1.48M +$1.4M +2,604 New
BFS
516
Bradley Foster & Sargent
Connecticut
$1.47M +$296K +552 +27%
Deutsche Bank
517
Deutsche Bank
Germany
$1.45M -$128K -238 -8%
SYBT
518
Stock Yards Bank & Trust
Kentucky
$1.44M +$36.5K +68 +3%
CFC
519
Coyle Financial Counsel
Illinois
$1.42M +$2.15K +4 +0.2%
AWM
520
Axxcess Wealth Management
California
$1.42M +$65.5K +122 +5%
CSP
521
Cary Street Partners
Virginia
$1.42M -$26.3K -49 -2%
UWPG
522
Ullmann Wealth Partners Group
Florida
$1.42M
AI
523
Atria Investments
North Carolina
$1.41M +$144K +269 +12%
STA
524
Summit Trail Advisors
New York
$1.41M
ZBNA
525
Zions Bancorporation, National Association
Utah
$1.4M -$81K -151 -6%

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.