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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
SW
1176
SteelPeak Wealth
California
$220K +$5.37K +10 +3%
BPAMU
1177
BTG Pactual Asset Management US
New York
$219K
AIA
1178
Accelerate Investment Advisors
California
$219K +$207K +386 New
PCMF
1179
Private Capital Management (Florida)
Florida
$218K
IP
1180
Investment Partners
Ohio
$217K
FF
1181
Financial Futures
New Jersey
$216K +$204K +381 New
SWM
1182
SeaCrest Wealth Management
New York
$216K
BIM
1183
Breakwater Investment Management
Washington
$215K
AGC
1184
Aspen Grove Capital
Colorado
$215K +$202K +377 New
YIA
1185
YHB Investment Advisors
Connecticut
$214K +$203K +378 New
OCPWS
1186
One Charles Private Wealth Services
Massachusetts
$214K
HBW
1187
Hazlett, Burt & Watson
West Virginia
$213K +$10.2K +19 +5%
GWAG
1188
Garrett Wealth Advisory Group
Texas
$211K -$51.5K -96 -20%
AP
1189
Atwood & Palmer
Missouri
$211K
NIM
1190
Northeast Investment Management
Massachusetts
$211K +$200K +372 New
SFO
1191
Stokes Family Office
Louisiana
$211K +$200K +372 New
PP
1192
Patten & Patten
Tennessee
$210K +$199K +370 New
JC
1193
Jacobs & Co
California
$209K +$199K +370 New
LTL
1194
Lowery Thomas LLC
California
$208K +$197K +367 New
LAM
1195
Lifestyle Asset Management
Texas
$206K +$195K +364 New
MAM
1196
Mystic Asset Management
Rhode Island
$206K +$195K +364 New
CCA
1197
Cora Capital Advisors
New Jersey
$206K +$195K +363 New
IA
1198
Integrity Alliance
Iowa
$206K +$195K +363 New
BWA
1199
BlueChip Wealth Advisors
Georgia
$204K +$194K +361 New
LK
1200
Lumbard & Kellner
New Hampshire
$204K +$193K +360 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.