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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
CFG
276
Compton Financial Group
Maryland
$1.47M -$14.6K -283 -1%
NW
277
NewEdge Wealth
Pennsylvania
$1.47M -$20.9K -405 -1%
MERSOM
278
Municipal Employees' Retirement System of Michigan
Michigan
$1.47M
FAIM
279
Financial Advocates Investment Management
Washington
$1.46M +$153K +2,978 +12%
SIAS
280
Summit Investment Advisory Services
Minnesota
$1.44M +$90.3K +1,754 +7%
TFP
281
Tilia Fiduciary Partners
North Carolina
$1.44M +$82.4K +1,599 +6%
WCM
282
Wealthcare Capital Management
Virginia
$1.43M -$105K -2,035 -7%
RFW
283
Rainier Family Wealth
Washington
$1.43M -$315K -6,113 -19%
UF
284
Univest Financial
Pennsylvania
$1.42M +$140K +2,715 +12%
RCM
285
Raleigh Capital Management
North Carolina
$1.42M +$34.1K +663 +3%
MWM
286
Modern Wealth Management
Kansas
$1.41M +$1.34M +25,961 New
TRCT
287
Tower Research Capital (TRC)
New York
$1.4M +$1.32M +25,618 +22,873%
Renaissance Technologies
288
Renaissance Technologies
New York
$1.39M +$1.04M +20,200 +374%
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
$1.37M +$1.3M +25,213 New
CW
290
CreativeOne Wealth
Kansas
$1.37M -$512K -9,950 -28%
KDA
291
Kraft Davis & Associates
Missouri
$1.37M +$36.6K +710 +3%
PFG
292
PAX Financial Group
Texas
$1.33M -$162K -3,142 -11%
PSFG
293
Prairie Sky Financial Group
Illinois
$1.31M -$44.8K -870 -3%
CA
294
CoreCap Advisors
Michigan
$1.29M +$148K +2,865 +14%
FWM
295
Fingerlakes Wealth Management
New York
$1.28M -$16.3K -316 -1%
AC
296
AlphaCore Capital
California
$1.27M +$1.14M +22,079 +1,654%
HVIA
297
Hudson Valley Investment Advisors
New York
$1.27M +$366K +7,103 +44%
CFG
298
Citizens Financial Group
Rhode Island
$1.25M +$137K +2,655 +13%
BW
299
Balance Wealth
Ohio
$1.25M -$52.3K -1,016 -4%
SCM
300
Sollinda Capital Management
Florida
$1.23M -$12.6M -245,475 -92%

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.