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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
Osaic Holdings
51
Osaic Holdings
Arizona
$41.9M +$161K +300 +0.4%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$41.5M -$1.39M -2,591 -3%
DP
53
Divergent Planning
Maryland
$40.3M +$2.01M +3,741 +6%
PAI
54
Pittenger & Anderson Inc
Nebraska
$39.5M -$138K -258 -0.4%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$39.2M +$3.49M +6,510 +10%
PGA
56
Portland Global Advisors
Maine
$38.6M -$599K -1,116 -2%
WTC
57
WhitTier Trust Company
Nevada
$38.6M +$179K +334 +0.5%
MT
58
Midwest Trust
Kansas
$36.4M +$34.5M +64,215 New
BCWM
59
Bartlett & Co Wealth Management
Ohio
$35.1M +$53.7K +100 +0.2%
AWP
60
Ascent Wealth Partners
New York
$35M +$270K +503 +0.8%
CFG
61
Citizens Financial Group
Rhode Island
$34.4M +$7.69M +14,336 +31%
SMC
62
Smith, Moore & Co
Missouri
$34.2M -$105K -196 -0.3%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$34.1M -$68.2K -127 -0.2%
PA
64
Pinnacle Associates
New York
$33.5M -$1.93M -3,604 -6%
SCM
65
SCS Capital Management
Massachusetts
$31.5M -$3.2M -5,958 -10%
MASUI
66
MIRAE ASSET SECURITIES (USA) INC.
New York
$31.4M +$29.7M +55,382 New
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$30.4M -$66K -123 -0.2%
OFS
68
Oldfather Financial Services
Nebraska
$30.2M +$726K +1,353 +3%
GBWM
69
Granite Bay Wealth Management
New Hampshire
$29.2M +$584K +1,088 +2%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$29M -$306K -571 -1%
HIMC
71
Heritage Investors Management Corp
Maryland
$28.8M -$302K -562 -1%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$28.8M +$1.11M +2,070 +4%
CA
73
Crewe Advisors
Utah
$28.6M -$278K -518 -1%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$28.4M +$4.42M +8,239 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28.3M +$26.8M +50,000 New

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.