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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
Mercer Global Advisors
426
Mercer Global Advisors
Colorado
$526K +$4.43K +86 +0.9%
TWP
427
Tyche Wealth Partners
Texas
$525K -$44.2K -859 -8%
IPWA
428
International Private Wealth Advisors
California
$525K +$25.4K +494 +5%
MYIA
429
Mount Yale Investment Advisors
Colorado
$519K +$174K +3,379 +55%
NFP
430
Narus Financial Partners
Utah
$515K +$10.6K +205 +2%
GA
431
Goldstein Advisors
Wisconsin
$511K -$27K -524 -5%
CGFA
432
Colton Groome Financial Advisors
North Carolina
$509K +$17.6K +342 +4%
HCWM
433
Hidden Cove Wealth Management
Washington
$506K -$5.46K -106 -1%
TA
434
TFG Advisers
Michigan
$504K +$17.1K +332 +4%
LFS
435
Lutz Financial Services
Nebraska
$504K -$55.3K -1,073 -10%
M
436
MOTCO
Texas
$499K -$328K -6,361 -41%
OSNBOA
437
Old Second National Bank of Aurora
Illinois
$497K -$876 -17 -0.2%
FTWA
438
Fifth Third Wealth Advisors
Ohio
$496K -$173K -3,351 -27%
AWA
439
Arete Wealth Advisors
Illinois
$494K -$2.83K -55 -0.6%
PNC Financial Services Group
440
PNC Financial Services Group
Pennsylvania
$488K -$154K -2,984 -25%
OWA
441
Outlook Wealth Advisors
Texas
$485K -$6.49K -126 -1%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$483K +$318K +6,180 +229%
CA
443
Claro Advisors
Massachusetts
$482K +$45.7K +887 +11%
Bessemer Group
444
Bessemer Group
New Jersey
$482K
DWM
445
Destination Wealth Management
California
$481K -$97.6K -1,895 -18%
IWMA
446
Ironwood Wealth Management (Arizona)
Arizona
$480K -$279K -5,417 -38%
BWMG
447
Barnes Wealth Management Group
California
$476K -$461K -8,943 -51%
FDW
448
Fourth Dimension Wealth
Ohio
$475K -$15K -291 -3%
JPG
449
Jordan Park Group
California
$473K -$309K -5,990 -41%
AP
450
Americana Partners
Texas
$469K

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.