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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
Bank of America
1
Bank of America
North Carolina
$1.27B -$8.44M -15,716 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$749M +$145M +270,488 +26%
Wells Fargo
3
Wells Fargo
California
$715M -$14.1M -26,357 -2%
Northern Trust
4
Northern Trust
Illinois
$624M -$8.31M -15,488 -1%
US Bancorp
5
US Bancorp
Minnesota
$575M -$10.7M -19,868 -2%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$507M -$3.49M -6,503 -0.7%
Goldman Sachs
7
Goldman Sachs
New York
$492M +$127M +236,056 +37%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$410M -$11.4M -21,151 -3%
MCM
9
Moore Capital Management
New York
$359M +$144M +267,800 +73%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$347M +$19.5M +36,384 +6%
UBS Group
11
UBS Group
Switzerland
$346M -$32.8M -61,199 -9%
Raymond James Financial
12
Raymond James Financial
Florida
$298M -$14.7M -27,400 -5%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$284M +$1.03M +1,910 +0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$248M +$39.3M +73,138 +20%
JP Morgan Chase
15
JP Morgan Chase
New York
$235M -$7.4M -13,791 -3%
AllianceBernstein
16
AllianceBernstein
Tennessee
$150M +$5.8M +10,801 +4%
Creative Planning
17
Creative Planning
Kansas
$149M -$32.1M -59,832 -18%
MCM
18
MAI Capital Management
Ohio
$141M +$2.49M +4,630 +2%
Corient Private Wealth
19
Corient Private Wealth
Florida
$136M -$2.7M -5,024 -2%
ABTD
20
Arvest Bank Trust Division
Oklahoma
$131M +$414K +772 +0.3%
HighTower Advisors
21
HighTower Advisors
Illinois
$127M +$3.93M +7,316 +3%
CCA
22
Conservest Capital Advisors
Pennsylvania
$124M -$2.53M -4,715 -2%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$115M -$29.9M -55,645 -21%
LPL Financial
24
LPL Financial
California
$97.6M +$7.61M +14,175 +9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$97.4M +$1.36M +2,531 +1%

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.