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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
OGF
351
Orin Green Financial
California
$876K +$155 +3 +0%
TWM
352
Trinity Wealth Management
Pennsylvania
$876K -$468K -9,077 -36%
RSA
353
River Street Advisors
Illinois
$871K -$1.24K -24 -0.1%
Jane Street
354
Jane Street
New York
$857K -$737K -14,301 -48%
CWA
355
Canvas Wealth Advisors
Kansas
$856K +$308K +5,986 +65%
SLC
356
Second Line Capital
Louisiana
$855K -$5.2K -101 -0.6%
VC
357
Vicus Capital
Pennsylvania
$852K +$53.1K +1,031 +7%
JCIA
358
Jackson Creek Investment Advisors
Colorado
$850K +$5.36K +104 +0.7%
VAG
359
VisionPoint Advisory Group
Texas
$848K +$803K +15,596 New
RPCONE
360
Retirement Planning Company of New England
Rhode Island
$848K -$876 -17 -0.1%
ASN
361
Advisory Services Network
Georgia
$847K -$36.2K -702 -4%
DWM
362
Denver Wealth Management
Colorado
$835K -$4.79K -93 -0.6%
AUB
363
Atlantic Union Bankshares
Virginia
$830K +$786K +15,263 New
SEA
364
Stegent Equity Advisors
Texas
$823K -$9.99K -194 -1%
BWM
365
BCS Wealth Management
Tennessee
$821K -$11.3K -220 -1%
WPW
366
Watershed Private Wealth
Illinois
$816K -$396K -7,694 -34%
FFW
367
Fusion Family Wealth
New York
$810K
WIA
368
World Investment Advisors
California
$809K +$142K +2,751 +23%
W
369
WorthPointe
California
$803K +$345K +6,708 +83%
RCA
370
Ranch Capital Advisors
Florida
$789K +$65.7K +1,275 +10%
HS
371
Horan Securities
United States
$787K +$745K +14,466 New
AFG
372
Arkansas Financial Group
Arkansas
$786K -$35.9K -697 -5%
S
373
Sachetta
Massachusetts
$779K +$737K +14,304 +52,978%
EFG
374
Ethos Financial Group
Pennsylvania
$776K -$4.38K -85 -0.6%
IAIM
375
International Assets Investment Management
Florida
$770K +$730K +14,165 New

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.