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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
PA
401
PFG Advisors
Arizona
$672K -$13.7K -266 -2%
TFCP
402
Twin Focus Capital Partners
Massachusetts
$663K
GFPC
403
Global Financial Private Client
Florida
$663K +$73.7K +1,431 +13%
RF
404
Robinswood Financial
Washington
$661K +$626K +12,160 New
GWSG
405
GPS Wealth Strategies Group
Colorado
$652K -$12.5K -243 -2%
ACM
406
Anfield Capital Management
California
$645K
HSA
407
HBK Sorce Advisory
Pennsylvania
$635K +$1.44K +28 +0.2%
JIC
408
Johnson Investment Counsel
Ohio
$616K +$2.73K +53 +0.5%
Comerica Bank
409
Comerica Bank
Texas
$612K -$29.6K -574 -5%
MWA
410
Medallion Wealth Advisors
Connecticut
$611K +$206 +4 +0%
IPA
411
Investment Planning Advisors
Georgia
$608K -$6.64K -129 -1%
EWA
412
EP Wealth Advisors
California
$606K +$347K +6,738 +153%
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$603K +$82.4K +1,600 +17%
SFP
414
Strategic Financial Planning
Texas
$590K +$59.4K +1,154 +12%
CC
415
Courier Capital
New York
$589K +$9.43K +183 +2%
RWP
416
Revolve Wealth Partners
New Jersey
$578K -$2.58K -50 -0.5%
BCG
417
Breakwater Capital Group
New Jersey
$577K -$141K -2,729 -20%
IC
418
IEQ Capital
California
$570K -$39.5K -767 -7%
TIAM2
419
Tru Independence Asset Management 2
Oregon
$568K +$134K +2,592 +33%
COCM
420
Charter Oak Capital Management
New Hampshire
$560K +$530K +10,298 New
CWM
421
Congress Wealth Management
Massachusetts
$558K -$14K -271 -3%
PVI
422
Pine Valley Investments
New Jersey
$557K -$14.3K -277 -3%
PPC
423
Park Place Capital
Alabama
$551K +$516K +10,009 New
CA
424
Clearstead Advisors
Ohio
$531K -$77.3K -1,501 -13%
PWS
425
Precision Wealth Strategies
Missouri
$528K +$500K +9,707 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.