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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
SMA
376
Sage Mountain Advisors
Georgia
$768K
GWM
377
GSB Wealth Management
Connecticut
$767K +$71.1K +1,381 +11%
Empower Advisory Group
378
Empower Advisory Group
Colorado
$766K +$5.61K +109 +0.8%
CAG
379
Csenge Advisory Group
Florida
$765K -$3.45K -67 -0.5%
DWT
380
Dorsey & Whitney Trust
South Dakota
$763K +$722K +14,024 New
AA
381
Advisory Alpha
Michigan
$761K -$25.3K -492 -3%
NA
382
Novus Advisors
South Carolina
$755K +$26.6K +517 +4%
NCMW
383
Northern Capital Management (Washington)
Washington
$748K +$27.7K +538 +4%
WFAG
384
Worth Financial Advisory Group
North Carolina
$748K +$6.75K +131 +1%
AF
385
Aldebaran Financial
$748K -$2.58K -50 -0.4%
FFO
386
Fortitude Family Office
Arizona
$740K +$701K +13,608 New
WPC
387
White Pine Capital
Minnesota
$735K
MWM
388
MGB Wealth Management
Texas
$725K -$24.9K -483 -3%
GL
389
Graypoint LLC
New York
$725K -$1.96K -38 -0.3%
SMC
390
Smith, Moore & Co
Missouri
$720K +$14.3K +278 +2%
LGW
391
Leslie Global Wealth
Illinois
$719K -$10.8K -209 -2%
FMI
392
F/M Investments
District of Columbia
$716K
VFS
393
Valpey Financial Services
New Hampshire
$710K +$672K +13,057 New
AG
394
Ascent Group
Virginia
$706K -$33.1K -643 -5%
CFD
395
Creative Financial Designs
Indiana
$701K +$25.8K +501 +4%
WIM
396
WealthPlan Investment Management
Nebraska
$692K -$26.9K -522 -4%
DW30
397
Drucker Wealth 3.0
New Jersey
$689K +$72.3K +1,404 +13%
EFL
398
ERn Financial LLC
Wisconsin
$688K -$7.83K -152 -1%
CAS
399
Coppell Advisory Solutions
Texas
$679K +$643K +12,488 New
BlackRock
400
BlackRock
New York
$678K -$52 -1 -0%

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.