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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
AWM
951
Aberdeen Wealth Management
Illinois
$397K
MC
952
Mathes Company
New York
$397K
NW
953
NewEdge Wealth
Pennsylvania
$395K -$210K -392 -36%
BAMG
954
Brand Asset Management Group
Missouri
$391K -$2.15K -4 -0.6%
JFG
955
JDM Financial Group
Texas
$390K
HWA
956
Heartwood Wealth Advisors
Virginia
$390K
BFC
957
Bedel Financial Consulting
Indiana
$389K
SMA
958
Seven Mile Advisory
New Jersey
$389K
PIM
959
Progressive Investment Management
Oregon
$388K -$61.2K -114 -14%
ZIM
960
Zacks Investment Management
Illinois
$387K -$7.51K -14 -2%
CAI
961
Capital Advisors Inc
Oklahoma
$387K
BEI
962
Benjamin Edwards Inc
Missouri
$386K
CFS
963
CRA Financial Services
New Jersey
$385K
CAM
964
Carret Asset Management
New York
$382K -$10.7K -20 -3%
OCM
965
Orion Capital Management
California
$382K
CT
966
Colonial Trust
South Carolina
$381K
NDSI
967
Newman Dignan & Sheerar Inc
Rhode Island
$381K
AA
968
ArborFi Advisors
Michigan
$377K -$36K -67 -9%
WA
969
Wealth Alliance
New York
$377K
SFC
970
Strategic Financial Concepts
Texas
$377K -$74.6K -139 -17%
CCA
971
Clearwater Capital Advisors
Illinois
$375K +$3.22K +6 +0.9%
BWL
972
Bogart Wealth LLC
Virginia
$374K
BIM
973
Bridges Investment Management
Nebraska
$374K
TSWM
974
Tyler-Stone Wealth Management
Ohio
$373K -$16.1K -30 -4%
SWA
975
Sax Wealth Advisors
New Jersey
$372K +$11.8K +22 +3%

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.