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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
IWC
801
Integrated Wealth Concepts
Massachusetts
$598K +$17.7K +33 +3%
FWTB
802
First Western Trust Bank
Colorado
$598K
CPA
803
Compass Planning Associates
Massachusetts
$592K +$537 +1 +0.1%
WA
804
WBH Advisory
Maryland
$592K -$80K -149 -12%
GKIM
805
GW&K Investment Management
Massachusetts
$589K
FNT
806
First National Trust
Pennsylvania
$589K
GWM
807
GSB Wealth Management
Connecticut
$588K -$45.1K -84 -7%
BFM
808
Broadview Financial Management
Wisconsin
$585K -$2.68K -5 -0.5%
W
809
WorthPointe
California
$585K
Members Trust
810
Members Trust
Florida
$583K +$34.4K +64 +7%
UBV
811
United Bank (Virginia)
Virginia
$581K
BBI
812
Baxter Bros Inc
Connecticut
$580K
AMBIA
813
Allen Mooney & Barnes Investment Advisors
Georgia
$575K +$537 +1 +0.1%
CIA
814
Capital Investment Advisors
Georgia
$575K +$537 +1 +0.1%
SWM
815
Spire Wealth Management
Virginia
$572K -$787K -1,466 -59%
FHA
816
Flagship Harbor Advisors
Massachusetts
$571K
GWA
817
Genesis Wealth Advisors
Massachusetts
$567K -$42.9K -80 -7%
AT
818
Avalon Trust
New Mexico
$566K -$136K -254 -20%
SMH
819
Sanders Morris Harris
Texas
$566K -$103K -192 -16%
DWA
820
Douglass Winthrop Advisors
New York
$566K
WAS
821
Wealth Advisory Solutions
Indiana
$566K
ACM
822
Advisors Capital Management
New Jersey
$565K -$53.7K -100 -9%
SMWM
823
Silvia McColl Wealth Management
California
$563K
FH
824
FWG Holdings
Florida
$561K
PMFA
825
Plante Moran Financial Advisors
Michigan
$560K -$57.4K -107 -10%

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.