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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
BDPWM
1301
Barnes Dennig Private Wealth Management
Ohio
$28.9K
CIAS
1302
CBIZ Investment Advisory Services
Ohio
$28.5K
AF
1303
Aviso Financial
Ontario, Canada
$28.3K
CTA
1304
Colonial Trust Advisors
South Carolina
$28.3K
PWA
1305
Physician Wealth Advisors
Utah
$28.3K
WBC
1306
West Branch Capital
Massachusetts
$28.3K
HCM
1307
Hollencrest Capital Management
California
$28.2K
DPW
1308
DiNuzzo Private Wealth
Pennsylvania
$28.1K
CWP
1309
Concord Wealth Partners
Virginia
$26.6K
CAL
1310
Capital Analysts LLC
Pennsylvania
$25K
CTWM
1311
Cherry Tree Wealth Management
Minnesota
$24.9K
OP
1312
ORG Partners
Indiana
$24.7K
BA
1313
Bellwether Advisors
Nebraska
$23.2K
CW
1314
Curio Wealth
Maryland
$23.2K +$20.9K +39 +1,950%
WB
1315
Webster Bank
Connecticut
$19.8K
CPG
1316
Cornerstone Planning Group
New Jersey
$19K
CT
1317
Clearstead Trust
Maine
$18.1K
BLC
1318
Brown, Lisle/Cummings
Rhode Island
$17K
CWM
1319
Consultiva Wealth Management
Puerto Rico
$15.9K
GCM
1320
Gables Capital Management
Florida
$15.3K
NEWAS
1321
N.E.W. Advisory Services
Wisconsin
$15.1K
BFS
1322
Burkett Financial Services
South Carolina
$14.4K
CCM
1323
Chilton Capital Management
Texas
$14.2K
OW
1324
Olistico Wealth
Oklahoma
$14.2K
PPA
1325
Painted Porch Advisors
California
$14.2K

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.