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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
MWM
776
Mission Wealth Management
California
$654K -$133K -247 -18%
NRG
777
Nemes Rush Group
Michigan
$647K -$284K -529 -32%
RG
778
Rathbones Group
United Kingdom
$646K
JWM
779
Jacksonville Wealth Management
Florida
$644K -$13.4K -25 -2%
BB
780
Bell Bank
North Dakota
$643K -$107K -200 -15%
NHT
781
New Hampshire Trust
New Hampshire
$642K
NL
782
NWAM LLC
Washington
$640K +$605K +1,127 New
SAM
783
Seelaus Asset Management
New Jersey
$634K -$8.05K -15 -1%
XT
784
XTX Topco
Cayman Islands
$633K -$193K -359 -24%
BWP
785
BSW Wealth Partners
Colorado
$629K -$3.76K -7 -0.6%
SAM
786
Summit Asset Management
Tennessee
$628K +$193K +360 +48%
BBA
787
BLB&B Advisors
Pennsylvania
$627K -$60.1K -112 -9%
HIP
788
HUB Investment Partners
Texas
$626K +$14K +26 +2%
MWM
789
Marion Wealth Management
Pennsylvania
$626K -$499K -930 -46%
ME
790
McIlrath & Eck
Washington
$620K -$13.4K -25 -2%
RSA
791
River Street Advisors
Illinois
$618K +$177K +330 +43%
CC
792
Cypress Capital
Tennessee
$615K +$46.7K +87 +9%
MCP
793
Mirador Capital Partners
California
$611K +$2.68K +5 +0.5%
FA
794
Fagan Associates
New York
$610K
HWA
795
HCR Wealth Advisors
California
$609K
RFM
796
Royal Fund Management
Florida
$609K
AC
797
Apella Capital
Connecticut
$606K
TCWA
798
Turtle Creek Wealth Advisors
Texas
$603K +$571K +1,064 New
CAC
799
Certified Advisory Corp
Florida
$602K +$19.3K +36 +4%
VFA
800
Valeo Financial Advisors
Indiana
$601K +$60.6K +113 +12%

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.