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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
CK
901
Cohen Klingenstein
New York
$453K
MAM
902
Marquette Asset Management
Minnesota
$453K
AIP
903
Almanack Investment Partners
Pennsylvania
$453K
LIA
904
LS Investment Advisors
Michigan
$452K
REMPR
905
Roof Eidam Maycock Peralta (REMP)
California
$452K
VCA
906
Verdence Capital Advisors
Maryland
$451K
ICM
907
Invenomic Capital Management
Massachusetts
$451K +$428K +797 New
OCM
908
Orleans Capital Management
Louisiana
$448K
CFB
909
Cullen/Frost Bankers
Texas
$446K
OAS
910
Optivise Advisory Services
Tennessee
$445K +$89.1K +166 +27%
IFWM
911
Institute for Wealth Management
Colorado
$444K -$26.3K -49 -6%
DSN
912
D. Scott Neal
Kentucky
$442K
SPFA
913
Summit Place Financial Advisors
New Jersey
$442K
FGWP
914
Founders Grove Wealth Partners
Virginia
$441K +$537 +1 +0.1%
OS
915
Objectivity Squared
South Carolina
$439K +$1.07K +2 +0.3%
AFO
916
Arrowroot Family Office
California
$436K +$413K +770 New
ACM
917
Ayrshire Capital Management
Connecticut
$434K
UCB
918
United Community Bank
South Carolina
$434K
WA
919
Wealth Architects
California
$432K -$537 -1 -0.1%
CAL
920
Capital Advisors Ltd
Ohio
$430K -$29.5K -55 -7%
CFS
921
Commonwealth Financial Services
West Virginia
$429K -$73.5K -137 -15%
MA
922
Maxele Advisors
Missouri
$429K -$17.2K -32 -4%
RSWM
923
Robertson Stephens Wealth Management
California
$429K
NSAM
924
North Star Asset Management
Wisconsin
$429K
UB
925
Umpqua Bank
Oregon
$428K +$397K +739 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.