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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
Goldman Sachs
26
Goldman Sachs
New York
$49.1M -$27.4M -532,417 -37%
PAG
27
Private Advisor Group
New Jersey
$48.8M -$14.1M -273,189 -23%
KOC
28
Koss-Olinger Consulting
Florida
$47.6M +$353K +6,854 +0.8%
HWA
29
HHM Wealth Advisors
Tennessee
$46.8M +$2.52M +49,020 +6%
JFA
30
JNBA Financial Advisors
Minnesota
$45M -$310K -6,011 -0.7%
UCFA
31
United Capital Financial Advisors
Texas
$44.4M +$22.1M +429,673 +111%
GLA
32
Good Life Advisors
Pennsylvania
$44.1M +$3.62M +70,252 +9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$41.3M +$1.46M +28,364 +4%
ACM
34
AlphaStar Capital Management
North Carolina
$39.2M -$1.6M -31,096 -4%
PWA
35
Peterson Wealth Advisors
Utah
$37.9M +$533K +10,347 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$37.7M -$8.52M -165,460 -20%
William Blair & Company
37
William Blair & Company
Illinois
$37.1M -$516K -10,011 -1%
WFPG
38
Waller Financial Planning Group
Ohio
$36.3M +$5.39M +104,707 +19%
GVAG
39
Great Valley Advisor Group
Delaware
$34.7M -$20.5K -398 -0.1%
Wells Fargo
40
Wells Fargo
California
$34.7M -$816K -15,835 -2%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$34.1M +$31.5M +610,877 +3,714%
1WM
42
1900 Wealth Management
Texas
$34.1M +$3.1M +60,110 +11%
RIS
43
Retirement Income Solutions
Michigan
$32.8M +$11.7M +227,354 +60%
RA
44
RFG Advisory
Alabama
$31.3M -$68.1M -1,322,579 -70%
BF
45
BOK Financial
Oklahoma
$30.7M +$22.9M +444,189 +368%
RWM
46
RKL Wealth Management
Pennsylvania
$30.2M +$3.8M +73,729 +15%
EH
47
Equitable Holdings
New York
$28M +$1.76M +34,164 +7%
Ameriprise
48
Ameriprise
Minnesota
$27.7M +$1.2M +23,350 +5%
IPW
49
Impact Partnership Wealth
Georgia
$26.7M +$2.07M +40,226 +9%
GRP
50
Global Retirement Partners
California
$25.8M +$24.4M +474,386 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.