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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
RWM
676
Rialto Wealth Management
New York
$833K -$1.07K -2 -0.1%
RGC
677
Roberts, Glore & Co
Illinois
$833K +$98.2K +183 +14%
PCP
678
Panoramic Capital Partners
Oregon
$832K
QCM
679
QRG Capital Management
Illinois
$825K +$479K +892 +158%
PBF
680
Petix & Botte Financial
California
$821K
RCP
681
Rothschild Capital Partners
New York
$821K +$2.15K +4 +0.3%
GC
682
Grimes & Company
Massachusetts
$819K -$2.15K -4 -0.3%
BWM
683
BigSur Wealth Management
Florida
$818K
AP
684
Appleton Partners
Massachusetts
$816K -$269K -501 -26%
BCA
685
Bay Colony Advisors
Massachusetts
$815K -$5.37K -10 -0.7%
FCCM
686
First City Capital Management
Georgia
$809K +$14K +26 +2%
CGL
687
Clarius Group LLC
Washington
$808K
CWM
688
Cornerstone Wealth Management
Missouri
$806K -$12.9K -24 -2%
DADC
689
D.A. Davidson & Co
Montana
$805K +$92.3K +172 +14%
MCM
690
MontVue Capital Management
Virginia
$804K +$5.9K +11 +0.8%
SIC
691
Samalin Investment Counsel
New York
$803K +$1.07K +2 +0.1%
BTD
692
BankPlus Trust Department
Mississippi
$801K
OPTFSNA
693
Old Point Trust & Financial Services N A
Virginia
$801K +$117K +218 +18%
LCM
694
Leisure Capital Management
California
$796K +$8.05K +15 +1%
AWA
695
Arkadios Wealth Advisors
Georgia
$795K -$4.83K -9 -0.6%
FPL
696
Fortress Private Ledger
North Carolina
$795K +$20.9K +39 +3%
BMM
697
Berkshire Money Management
Massachusetts
$794K
GS
698
GTS Securities
New York
$794K -$2.24M -4,167 -75%
LG
699
LAM Group
Oregon
$793K
QPWM
700
Quadrant Private Wealth Management
Pennsylvania
$790K +$537 +1 +0.1%

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.