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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
TTIC
1251
Tower Trust & Investment Company
Iowa
$85.5K
ACA
1252
Atlas Capital Advisors
Wyoming
$85.3K
TJHA
1253
Thomas J. Herzfeld Advisors
Florida
$85K
MSWA
1254
Marshall & Sterling Wealth Advisors
New York
$83.1K
FWM
1255
FSA Wealth Management
Massachusetts
$82.1K
TCOT
1256
Trust Company of Toledo
Ohio
$82.1K +$77.8K +145 New
AWM
1257
AllSquare Wealth Management
New York
$81K
RCM
1258
Richardson Capital Management
Wisconsin
$80.4K
PP
1259
PrairieView Partners
Minnesota
$76K
SFA
1260
Semmax Financial Advisors
North Carolina
$76K
PS
1261
Pinney & Scofield
Massachusetts
$75.9K
MG
1262
MilWealth Group
Wisconsin
$74.6K +$537 +1 +0.8%
OWP
1263
ORG Wealth Partners
Texas
$74.5K
SIC
1264
SJS Investment Consulting
Ohio
$74.2K
RL
1265
Rogco LP
Oklahoma
$73.6K
VC
1266
Vestor Capital
Illinois
$73K -$17.1M -31,781 -99%
MDCM
1267
Morgan Dempsey Capital Management
Wisconsin
$71K +$67.1K +125 New
WTA
1268
Washington Trust Advisors
Massachusetts
$70.8K
HNB
1269
Hilltop National Bank
Wyoming
$70.8K +$67.1K +125 New
CYG
1270
Clean Yield Group
Vermont
$70.2K +$12.9K +24 +24%
RIL
1271
Rothschild Investment LLC
Illinois
$68.3K +$537 +1 +0.8%
HAP
1272
Harbor Asset Planning
Massachusetts
$65.5K +$62.3K +116 New
CH
1273
Canton Hathaway
Rhode Island
$65K
AF
1274
Advisornet Financial
Minnesota
$62.3K +$2.68K +5 +5%
BCMLT
1275
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.5K -$26.3K -49 -31%

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.