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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
WA
1151
Wambolt & Associates
Colorado
$232K +$2.68K +5 +1%
FAC
1152
Financial Advisory Corporation
Michigan
$231K
SSWM
1153
Sheets Smith Wealth Management
North Carolina
$230K +$537 +1 +0.2%
GIM
1154
Grassi Investment Management
California
$229K
ARA
1155
Alexander Randolph Advisory
Virginia
$229K
SRC
1156
Shufro Rose & Co
New York
$227K
CWM
1157
Cordatus Wealth Management
Pennsylvania
$227K
SW
1158
SkyOak Wealth
Michigan
$227K -$107K -200 -33%
AZ
1159
Alpha Zero
Florida
$227K
BCAM
1160
Boston Common Asset Management
Massachusetts
$227K
CV
1161
Counterweight Ventures
North Carolina
$227K
PWP
1162
Pursue Wealth Partners
California
$227K
RWM
1163
Rockwood Wealth Management
Pennsylvania
$227K
HC
1164
Hoese & Co
Minnesota
$227K
GWANC
1165
Guardian Wealth Advisors (North Carolina)
North Carolina
$226K -$27.9K -52 -12%
HCM
1166
Hengehold Capital Management
Ohio
$225K
MFG
1167
Magnus Financial Group
New York
$224K
CIM
1168
Contravisory Investment Management
Massachusetts
$224K -$70.3K -131 -25%
OCM
1169
Objective Capital Management
Ohio
$224K +$537 +1 +0.3%
FAT
1170
First American Trust
California
$224K
KMWM
1171
Keudell/Morrison Wealth Management
Oregon
$223K -$166K -309 -44%
WCM
1172
Windsor Capital Management
Arizona
$222K -$22K -41 -9%
IWP
1173
IAG Wealth Partners
Wisconsin
$222K
SFWA
1174
Summit Financial Wealth Advisors
Louisiana
$221K +$537 +1 +0.3%
AWM
1175
Accurate Wealth Management
Florida
$220K -$22K -41 -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.