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State Street SPDR Portfolio S&P 400 Mid Cap ETF

722 hedge funds and large institutions have $11.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 297 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 47

28% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 232

9% more capital invested

Capital invested by funds: $10.6B → $11.6B (+$968M)

7% more funds holding

Funds holding: 677722 (+45)

0.13% more ownership

Funds ownership: 88.18%88.31% (+0.13%)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

Holders
722
Holders Change
+45
Holders Change %
+6.65%
% of All Funds
9.51%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
0.7%
New
101
Increased
297
Reduced
232
Closed
47
Calls
$609K
Puts
Net Calls
+$609K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
PRTG
226
Post Resch Tallon Group
New York
$2.57M +$9.63K +187 +0.4%
GEA
227
Glen Eagle Advisors
New Jersey
$2.56M +$102K +1,973 +4%
SWA
228
Stratos Wealth Advisors
Ohio
$2.53M +$136K +2,642 +6%
CIAS
229
Capital Investment Advisory Services
North Carolina
$2.53M -$4.79M -93,065 -67%
HI
230
Harbour Investments
Wisconsin
$2.49M +$80.3K +1,559 +4%
TCM
231
Towercrest Capital Management
Pennsylvania
$2.46M +$121K +2,340 +5%
KBFS
232
Kohmann Bosshard Financial Services
Ohio
$2.44M -$42.2K -820 -2%
AF
233
Advisornet Financial
Minnesota
$2.44M +$78.4K +1,523 +4%
AC
234
Addison Capital
Pennsylvania
$2.44M +$276K +5,355 +14%
CST
235
Charles Schwab Trust
Nevada
$2.38M
MFT
236
Moisand Fitzgerald Tamayo
Florida
$2.25M -$67.8K -1,317 -3%
2WWM
237
21 West Wealth Management
California
$2.25M +$2.13M +41,378 New
WCP
238
Wealthcare Capital Partners
Pennsylvania
$2.24M +$99.6K +1,933 +5%
SIAP
239
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.19M +$67.1K +1,302 +3%
TC
240
Trilogy Capital
California
$2.18M -$5.22M -101,371 -72%
CSP
241
Cary Street Partners
Virginia
$2.18M -$8.61M -167,153 -81%
LFG
242
Larson Financial Group
Missouri
$2.13M +$169K +3,281 +9%
Bank of New York Mellon
243
Bank of New York Mellon
New York
$2.08M +$1.1M +21,268 +125%
CAL
244
Capital Analysts LLC
Pennsylvania
$2.06M -$32.1K -623 -2%
MFG
245
Merit Financial Group
Georgia
$2.04M -$53K -1,030 -3%
SB
246
Semitam Bonam
New York
$2.02M +$1.91M +37,168 New
CGA
247
Crescent Grove Advisors
Illinois
$2.02M +$24.9K +484 +1%
CI
248
Cavalier Investments
Georgia
$2M -$240K -4,662 -11%
AWMG
249
Alliance Wealth Management Group
New Jersey
$1.99M +$83.2K +1,615 +5%
MAM
250
MMA Asset Management
Pennsylvania
$1.92M -$41K -796 -2%

SPMD Hedge Fund Activity: Q2 2025 in Review

722 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2025, worth a combined $11.6B — up 9.1% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SPMD positions and 47 closed out — a net gain of 54 holders — while 297 added to existing stakes and 232 trimmed.

The largest buyer was Creative Planning, adding an estimated $151M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $97.2M.

  • 722 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2025, up from 677 in Q1 2025.
  • Funds reported $11.6B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 101 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2025 and 47 closed out, a net change of +54 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2025 was Creative Planning, an estimated $151M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $97.2M sold.

Based on aggregated 13F filings for Q2 2025.