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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
Citigroup
151
Citigroup
New York
$9.35M +$661K +1,232 +8%
BWA
152
Bordeaux Wealth Advisors
California
$9.35M -$427K -796 -5%
NPT
153
Nixon Peabody Trust
Massachusetts
$9.33M -$46.2K -86 -0.5%
BCM
154
Brookstone Capital Management
Illinois
$9.27M -$3.22K -6 -0%
FFBTD
155
First Financial Bank - Trust Division
Ohio
$9.22M -$67.6K -126 -0.8%
AI
156
Arvest Investments
Arkansas
$9.16M +$52.6K +98 +0.6%
FMC
157
First Merchants Corp
Indiana
$9.11M -$291K -543 -3%
AM
158
AGF Management
Ontario, Canada
$9.09M -$51K -95 -0.6%
GFL
159
Granite FO LLC
New Hampshire
$9.08M +$405K +755 +5%
QCM
160
Quantinno Capital Management
New York
$9.08M -$1.02M -1,909 -11%
Twin Tree Management
161
Twin Tree Management
Texas
$9.07M +$8.59M +16,013 New
WIA
162
World Investment Advisors
California
$9.06M -$111K -206 -1%
GA
163
GFS Advisors
Texas
$8.97M -$1.15M -2,150 -12%
EWM
164
Evercore Wealth Management
New York
$8.97M -$2.68K -5 -0%
MHWM
165
Montz Harcus Wealth Management
Louisiana
$8.92M +$18.2K +34 +0.2%
OMC
166
Old Mission Capital
Illinois
$8.8M +$8.34M +15,542 New
CFA
167
Capstone Financial Advisors
Illinois
$8.75M -$114K -213 -1%
HCM
168
Howard Capital Management
Georgia
$8.71M -$404K -752 -5%
WANY
169
Wealthspire Advisors (New York)
New York
$8.68M -$773K -1,441 -9%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$8.35M +$42.4K +79 +0.5%
RWB
171
RMR Wealth Builders
New Jersey
$8.32M +$173K +323 +2%
FTS
172
Fifth Third Securities
Ohio
$8.26M +$158K +294 +2%
TIAA Trust, National Association
173
TIAA Trust, National Association
North Carolina
$8.24M -$214K -399 -3%
SI
174
Seeds Investor
New York
$8.16M +$4.46M +8,317 +136%
MIC
175
Means Investment Company
Maine
$8.16M -$143K -267 -2%

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.