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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
DWM
201
Dakota Wealth Management
Florida
$6.73M -$58K -108 -0.9%
CGPCS
202
Capital Group Private Client Services
California
$6.72M +$1.07K +2 +0%
PAG
203
Private Advisor Group
New Jersey
$6.71M -$180K -335 -3%
FHA
204
First Horizon Advisors
Tennessee
$6.65M +$288K +537 +5%
CB
205
Community Bank
New York
$6.65M -$9.12K -17 -0.1%
WA
206
Waverly Advisors
Alabama
$6.62M +$142K +264 +2%
AWS
207
Atria Wealth Solutions
New York
$6.61M -$2.92M -5,444 -32%
Tudor Investment Corp
208
Tudor Investment Corp
Connecticut
$6.59M +$612K +1,140 +11%
SF
209
Synovus Financial
Georgia
$6.55M -$537 -1 -0%
LW
210
Linscomb Wealth
Texas
$6.5M -$677K -1,262 -10%
Barclays
211
Barclays
United Kingdom
$6.48M -$557K -1,038 -8%
HA
212
Hanover Advisors
South Carolina
$6.42M -$227K -423 -4%
GIM
213
Goelzer Investment Management
Indiana
$6.28M -$148K -276 -2%
BEC
214
Blue Edge Capital
Virginia
$6.25M +$23.1K +43 +0.4%
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$6.24M -$1.5M -2,787 -20%
ITC
216
Inspire Trust Company
Nevada
$6.23M +$268K +500 +5%
PWMAG
217
Pinnacle Wealth Management Advisory Group
New Jersey
$6.22M -$215K -400 -4%
LI
218
Latigo Investments
Florida
$6.21M
LPAM
219
Lodestar Private Asset Management
California
$6.15M +$228K +425 +4%
CGH
220
CMG Global Holdings
Texas
$6.1M +$617K +1,150 +12%
SA
221
Sanctuary Advisors
Indiana
$6.1M +$166K +310 +3%
LIM
222
Leavell Investment Management
Alabama
$6.09M +$15K +28 +0.3%
MPCA
223
Madison Park Capital Advisors
Washington
$6.05M -$439K -817 -7%
HFS
224
Hopwood Financial Services
Virginia
$5.99M -$4.29K -8 -0.1%
PAM
225
Palisade Asset Management
Minnesota
$5.92M -$36K -67 -0.6%

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.