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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
RT
651
Rockland Trust
Massachusetts
$907K
SB
652
SIG Brokerage
New York
$906K +$859K +1,600 New
SIA
653
SkyView Investment Advisors
New Jersey
$906K
BFA
654
Beacon Financial Advisory
Ohio
$905K -$126K -235 -13%
Simplex Trading
655
Simplex Trading
Illinois
$900K +$477K +888 +126%
EWP
656
Elevation Wealth Partners
California
$896K -$159K -296 -16%
APP
657
Avantax Planning Partners
Iowa
$890K -$152K -284 -15%
AI
658
Accredited Investors
Minnesota
$887K
PFT
659
Providence First Trust
Arizona
$887K +$72.5K +135 +9%
PFA
660
Pettinga Financial Advisors
Indiana
$884K -$40.3K -75 -5%
RFA
661
RTD Financial Advisors
Pennsylvania
$884K
OFG
662
Omega Financial Group
California
$877K +$50.5K +94 +6%
USWIA
663
UP Strategic Wealth Investment Advisors
Pennsylvania
$871K
AMM
664
American Money Management
California
$864K -$4.29K -8 -0.5%
CP
665
Clarendon Private
Massachusetts
$857K +$1.61K +3 +0.2%
GWP
666
Gen-Wealth Partners
Michigan
$857K +$2.68K +5 +0.3%
CCA
667
Carrera Capital Advisors
Michigan
$853K -$76.2K -142 -9%
WF
668
Warner Financial
Maryland
$851K -$400K -745 -33%
RCS
669
Retirement Capital Strategies
California
$851K
HCM
670
Howland Capital Management
Massachusetts
$851K
MAG
671
M3 Advisory Group
Massachusetts
$848K +$14K +26 +2%
VIM
672
Vista Investment Management
Pennsylvania
$845K -$5.9K -11 -0.7%
GPI
673
General Partner Inc
Pennsylvania
$841K
BA
674
Bridgewater Advisors
New York
$840K +$84.3K +157 +12%
SIS
675
Sound Income Strategies
Florida
$835K +$789K +1,470 +36,750%

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.