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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
AWM
1326
Activest Wealth Management
Florida
$13.6K -$14.5K -27 -53%
AT
1327
Arlington Trust
Alabama
$12.5K
RI
1328
Ridgewood Investments
New Jersey
$12.5K
CFG
1329
CKW Financial Group
Hawaii
$11K
MMCM
1330
Murphy & Mullick Capital Management
New York
$10.4K
NFSG
1331
Newbridge Financial Services Group
Florida
$9.35K +$537 +1 +6%
KTC
1332
Kentucky Trust Company
Kentucky
$9.06K
VNA
1333
Valley National Advisers
Pennsylvania
$9K
HWA
1334
HHM Wealth Advisors
Tennessee
$7.37K
NCM
1335
Northwest Capital Management
Oregon
$7.36K
GIA
1336
GHP Investment Advisors
Colorado
$6.8K
RBC
1337
Roble Belko & Company
Pennsylvania
$6K -$4.29K -8 -42%
FFO
1338
Fortitude Family Office
Arizona
$5.67K
SC
1339
Solstein Capital
California
$5.67K
RF
1340
Rossby Financial
Florida
$5.67K +$5.37K +10 New
FC
1341
Fairscale Capital
New Hampshire
$4.61K
SFCL
1342
Strengthening Families & Communities LLC
Massachusetts
$3.99K
CSC
1343
Caldwell Sutter Capital
California
$3.96K -$34.9K -65 -90%
FLFS
1344
Family Legacy Financial Solutions
North Carolina
$2.84K +$2.68K +5 New
HWM
1345
Hemington Wealth Management
Virginia
$1K
CSPIA
1346
Cary Street Partners Investment Advisory
Virginia
$566
SGDR
1347
SPX Gestao de Recursos
Brazil
-$46.3M -86,698 Closed
SILC
1348
Starr Indemnity & Liability Company
New York
-$36M -67,400 Closed
Retirement Systems of Alabama
1349
Retirement Systems of Alabama
Alabama
-$24.7M -46,240 Closed
CVSC
1350
C.V. Starr & Co
New York
-$22.5M -42,100 Closed

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.