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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
OPCM
526
Osborne Partners Capital Management
California
$1.4M -$123K -230 -9%
ET
527
Equitable Trust
Tennessee
$1.4M -$48.3K -90 -4%
ZF
528
Zhang Financial
Michigan
$1.39M +$38.6K +72 +3%
P
529
Pitcairn
Pennsylvania
$1.38M +$1.31M +2,433 New
Neuberger Berman Group
530
Neuberger Berman Group
New York
$1.38M -$190K -354 -13%
BFA
531
Beaumont Financial Advisors
Massachusetts
$1.37M -$42.9K -80 -3%
GAG
532
GM Advisory Group
New York
$1.36M
BBWP
533
Beacon Bridge Wealth Partners
Pennsylvania
$1.36M +$55.3K +103 +4%
CAM
534
Cozad Asset Management
Illinois
$1.36M
QT
535
Quantbot Technologies
New York
$1.35M +$1.28M +2,390 New
MC
536
Middleton & Co
Massachusetts
$1.34M -$33.8K -63 -3%
CHAM
537
Clear Harbor Asset Management
Connecticut
$1.34M +$40.3K +75 +3%
CIA
538
Choate Investment Advisors
Massachusetts
$1.34M +$97.7K +182 +8%
CCM
539
Coldstream Capital Management
Washington
$1.34M +$168K +313 +15%
SW
540
SVB Wealth
Massachusetts
$1.33M -$1.65M -3,070 -57%
SB
541
Sunflower Bank
Texas
$1.32M -$79.4K -148 -6%
SCM
542
Sunbeam Capital Management
Georgia
$1.31M -$81.6K -152 -6%
GCP
543
GSA Capital Partners
United Kingdom
$1.3M +$357K +666 +41%
ACM
544
AlphaStar Capital Management
North Carolina
$1.29M +$79.4K +148 +7%
RIG
545
Renaissance Investment Group
Massachusetts
$1.29M -$53.7K -100 -4%
WS
546
Wedbush Securities
California
$1.29M +$29.5K +55 +2%
ACA
547
American Capital Advisory
Idaho
$1.28M -$18.8K -35 -2%
ACM
548
Allred Capital Management
Texas
$1.28M
GI
549
GAMMA Investing
California
$1.28M -$26.3K -49 -2%
MOS
550
MGO One Seven
Ohio
$1.28M +$64.9K +121 +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.