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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
WTFG
626
Wood Tarver Financial Group
Idaho
$972K -$6.98K -13 -0.8%
AFG
627
Atomi Financial Group
New York
$968K -$9.12K -17 -1%
BFG
628
Berger Financial Group
Minnesota
$963K -$111K -207 -11%
PCMC
629
Paragon Capital Management (Colorado)
Colorado
$963K
DIA
630
Dana Investment Advisors
Wisconsin
$962K -$24.7K -46 -3%
OWA
631
ORBA Wealth Advisors
Illinois
$956K -$413K -770 -31%
MC
632
Moors & Cabot
Massachusetts
$953K -$21.5K -40 -2%
CRWM
633
Castle Rock Wealth Management
California
$951K -$346K -644 -28%
LPT
634
Legacy Private Trust
Wisconsin
$943K -$537 -1 -0.1%
JPG
635
Jordan Park Group
California
$943K
SSW
636
Stone Summit Wealth
Florida
$942K -$1.49M -2,771 -62%
OFS
637
OneAscent Financial Services
Alabama
$941K -$217K -405 -20%
CICC
638
Capital Investment Counsel (Colorado)
Colorado
$938K +$639K +1,190 +256%
IAS
639
Insigneo Advisory Services
Florida
$937K -$752K -1,401 -46%
AA
640
Alesco Advisors
New York
$934K
AWA
641
Acorn Wealth Advisors
Michigan
$934K +$44K +82 +5%
LC
642
LCNB Corp
Ohio
$929K -$8.05K -15 -0.9%
OWM
643
Orgel Wealth Management
Wisconsin
$926K
S
644
Sachetta
Massachusetts
$923K +$537 +1 +0.1%
TW
645
TritonPoint Wealth
Maryland
$922K -$8.59K -16 -1%
BAAM
646
Baker Avenue Asset Management
California
$922K -$110K -205 -11%
GCM
647
Gator Capital Management
Florida
$920K +$153K +285 +21%
PP
648
Prosperity Planning
Missouri
$915K
GFG
649
Greystone Financial Group
Michigan
$909K +$1.61K +3 +0.2%
ONST
650
Old North State Trust
North Carolina
$907K -$37.6K -70 -4%

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.