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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
CPA
576
Capital Planning Advisors
California
$1.13M
FA
577
FF Advisors
California
$1.13M
AMCA
578
Arthur M. Cohen & Associates
Illinois
$1.13M -$107K -199 -9%
NCM
579
NCM Capital Management
New Jersey
$1.13M
WWA
580
Wealth Watch Advisors
Colorado
$1.12M +$46.7K +87 +5%
BWP
581
Burling Wealth Partners
Illinois
$1.12M
OSAM
582
O'Shaughnessy Asset Management
Connecticut
$1.12M -$71.9K -134 -6%
HI
583
Horizon Investments
North Carolina
$1.12M -$4.83K -9 -0.5%
JAG
584
Journey Advisory Group
Kentucky
$1.12M +$82.1K +153 +8%
OWP
585
Obermeyer Wealth Partners
Colorado
$1.12M +$453K +844 +75%
GVAG
586
Great Valley Advisor Group
Delaware
$1.12M -$84.3K -157 -7%
RCA
587
Runnymede Capital Advisors
Ohio
$1.11M -$32.2K -60 -3%
FRA
588
Frank Rimerman Advisors
California
$1.11M -$2.15K -4 -0.2%
SCM
589
Sebold Capital Management
Illinois
$1.11M +$96.6K +180 +10%
SI
590
Stephens Inc
Arkansas
$1.1M
WPC
591
White Pine Capital
Minnesota
$1.1M +$2.68K +5 +0.3%
LWM
592
Lyell Wealth Management
California
$1.09M -$97.1K -181 -9%
TFG
593
Taylor Financial Group
Virginia
$1.09M -$51K -95 -5%
BJL
594
Brighton Jones LLC
Washington
$1.09M -$37K -69 -3%
KOC
595
Koss-Olinger Consulting
Florida
$1.08M
MIAS
596
Mason Investment Advisory Services
Virginia
$1.08M -$32.7K -61 -3%
CCWM
597
Cassaday & Co Wealth Management
Virginia
$1.07M -$33.3K -62 -3%
MWM
598
Maltin Wealth Management
New Jersey
$1.07M -$78.4K -146 -7%
PWG
599
Private Wealth Group
Florida
$1.07M
FWM
600
Forza Wealth Management
Florida
$1.06M

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.