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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
OIM
1126
Oder Investment Management
California
$251K
HWMO
1127
Heritage Wealth Management (Ohio)
Ohio
$249K
IWM
1128
IHT Wealth Management
Illinois
$249K -$15K -28 -6%
S
1129
SignatureFD
Georgia
$247K -$83.2K -155 -26%
SF
1130
Symphony Financial
Texas
$247K +$229K +426 New
VCM
1131
Vivaldi Capital Management
Illinois
$247K +$537 +1 +0.2%
FA
1132
Fermata Advisors
California
$246K +$537 +1 +0.2%
CA
1133
Clune & Associates
Illinois
$246K +$233K +435 New
IC
1134
Inscription Capital
Texas
$245K +$232K +433 New
CAAS
1135
Capital Asset Advisory Services
Michigan
$244K
WMA
1136
William Mack & Associates
Michigan
$244K
FPF
1137
First Pacific Financial
Washington
$244K -$9.12K -17 -4%
FPW
1138
Flagship Private Wealth
Massachusetts
$244K -$23.6K -44 -9%
VST
1139
Van Strum & Towne
California
$244K
FDCDDQ
1140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K
GFA
1141
Gladwyn Financial Advisors
Virginia
$242K +$230K +428 New
BWS
1142
Broadway Wealth Solutions
Texas
$242K
FNT
1143
First Nebraska Trust
Nebraska
$241K
UIM
1144
Unified Investment Management
Georgia
$241K
FWA
1145
FSM Wealth Advisors
Ohio
$240K -$12.3K -23 -5%
TI
1146
Trexquant Investment
Connecticut
$238K -$250K -465 -52%
CG
1147
Cynosure Group
Utah
$238K
RWM
1148
Ritholtz Wealth Management
New York
$237K
AFG
1149
Allegheny Financial Group
Pennsylvania
$234K -$20.9K -39 -9%
TC
1150
Trust Company
Kansas
$233K

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.