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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
EAM
1051
Empirical Asset Management
Massachusetts
$301K -$39.2K -73 -12%
MWA
1052
Medallion Wealth Advisors
Connecticut
$299K +$537 +1 +0.2%
AAS
1053
Annex Advisory Services
Wisconsin
$298K -$11.3K -21 -4%
FBB
1054
Fulton Breakefield Broenniman
Maryland
$297K -$8.05K -15 -3%
BSB
1055
Bangor Savings Bank
Maine
$297K
TDC
1056
Thompson Davis & Co
Virginia
$296K -$7.51K -14 -3%
JHCP
1057
Jackson Hole Capital Partners
Oklahoma
$296K
AWM
1058
Aprio Wealth Management
Georgia
$296K
TFO
1059
Tarbox Family Office
California
$296K
PB
1060
Pinnacle Bancorp
Nebraska
$295K
WCM
1061
Wealthcare Capital Management
Virginia
$294K
IP
1062
Isthmus Partners
Wisconsin
$293K +$28.4K +53 +11%
JF
1063
JSF Financial
California
$293K
CNB
1064
Camden National Bank
Maine
$292K
LW
1065
Libra Wealth
California
$292K
MS
1066
Maven Securities
Jersey
$291K +$276K +514 New
GPA
1067
Guidance Point Advisors
Massachusetts
$291K +$1.07K +2 +0.4%
NFC
1068
Northeast Financial Consultants
Connecticut
$291K
GHA
1069
Granite Harbor Advisors
Texas
$289K -$5.37K -10 -2%
KL
1070
KWMG LLC
Kansas
$288K
MSCM
1071
McElhenny Sheffield Capital Management
Texas
$286K -$16.1K -30 -6%
BHWM
1072
Bar Harbor Wealth Management
New Hampshire
$286K
DWA
1073
Delap Wealth Advisory
Oregon
$285K
VPIM
1074
Vanguard Personalized Indexing Management
California
$283K -$537 -1 -0.2%
MW
1075
MBL Wealth
North Carolina
$283K -$4.29K -8 -2%

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.