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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
DWM
501
Diversify Wealth Management
Utah
$333K +$1.13K +22 +0.4%
VAF
502
Values Added Financial
District of Columbia
$333K +$106K +2,064 +51%
LFS
503
Legacy Financial Strategies
Kansas
$331K +$13K +253 +4%
BI
504
Beckerman Institutional
New Jersey
$331K
WAOTB
505
Wealth Advisors of Tampa Bay
Florida
$331K
BWP
506
Balboa Wealth Partners
Arizona
$327K -$7.26K -141 -2%
MOS
507
MGO One Seven
Ohio
$325K +$44.1K +857 +17%
LAM
508
L2 Asset Management
Massachusetts
$324K +$307K +5,954 New
NL
509
NWAM LLC
Washington
$324K +$302K +5,870 New
VPP
510
Vertex Planning Partners
Illinois
$322K +$13K +253 +4%
SFG
511
Sovereign Financial Group
Connecticut
$318K +$2.83K +55 +0.9%
KWA
512
Kingswood Wealth Advisors
California
$314K -$77.6K -1,507 -21%
VFA
513
Valeo Financial Advisors
Indiana
$309K +$293K +5,690 New
APA
514
Astoria Portfolio Advisors
New York
$307K +$282K +5,483 New
PWP
515
Precedent Wealth Partners
Texas
$307K -$282K -5,473 -49%
OCM
516
Orion Capital Management
California
$305K -$30.1K -585 -9%
SWA
517
Sax Wealth Advisors
New Jersey
$304K -$43.4K -842 -13%
LA
518
Latitude Advisors
Florida
$303K -$1.19K -23 -0.4%
ARC
519
Advisor Resource Council
Texas
$302K -$12.3M -238,164 -98%
HH
520
Hilltop Holdings
Texas
$302K -$29.9K -581 -9%
M
521
MATAURO
New York
$295K -$8.7K -169 -3%
CA
522
Continuum Advisory
Idaho
$293K +$37.5K +728 +16%
TI
523
Truepoint Inc
Ohio
$291K +$2.73K +53 +1%
BFS
524
BridgePort Financial Solutions
Iowa
$291K +$1.03K +20 +0.4%
RBFC
525
Roman Butler Fullerton & Co
Missouri
$291K +$24.9K +483 +10%

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.