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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
SPWM
726
Schrum Private Wealth Management
Florida
$736K
AWM
727
AE Wealth Management
Kansas
$733K -$9.66K -18 -1%
DFA
728
Davies Financial Advisors
California
$731K -$80.5K -150 -10%
PNC
729
Park National Corp
Ohio
$726K +$6.44K +12 +0.9%
EWA
730
Exencial Wealth Advisors
Oklahoma
$725K -$14K -26 -2%
BBW
731
Blue Barn Wealth
Utah
$723K -$40.8K -76 -6%
CWM
732
CCG Wealth Management
California
$721K -$88.6K -165 -11%
TWA
733
TCI Wealth Advisors
Arizona
$718K
SWM
734
Sentinel Wealth Management
Virginia
$716K +$676K +1,260 New
TVWM
735
Tower View Wealth Management
Wisconsin
$716K -$3.09M -5,756 -82%
CFP
736
Cascade Financial Partners
California
$715K -$95K -177 -12%
DC
737
Davenport & Co
Virginia
$714K +$677K +1,261 New
PWS
738
Peterson Wealth Services
Utah
$713K +$5.9K +11 +0.9%
FA
739
Fiduciary Alliance
South Carolina
$713K -$19.9K -37 -3%
PPG
740
Peak Planning Group
Colorado
$713K -$17.7K -33 -3%
BFAG
741
Blackston Financial Advisory Group
Florida
$709K -$96.6K -180 -13%
SFB
742
STAR Financial Bank
Indiana
$709K
LSA
743
L & S Advisors
California
$707K -$1.61K -3 -0.2%
SPP
744
Single Point Partners
Massachusetts
$707K
MC
745
Miramar Capital
Illinois
$707K +$49.4K +92 +8%
NIM
746
Nicollet Investment Management
Minnesota
$705K
GAB
747
German American Bancorp
Indiana
$704K
NB
748
Nicolet Bankshares
Wisconsin
$704K -$537 -1 -0.1%
CNBOF
749
City National Bank of Florida
Florida
$703K -$77.8K -145 -10%
RRA
750
Round Rock Advisors
Connecticut
$703K -$64.9K -121 -9%

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.