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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
CJ
526
Caitlin John
Michigan
$290K +$275K +5,336 New
NPT
527
National Philanthropic Trust
Pennsylvania
$290K
SFS
528
Sowell Financial Services
Arkansas
$290K -$5K -97 -2%
UWM
529
USAdvisors Wealth Management
Minnesota
$288K +$4.63K +90 +2%
AWA
530
Acorn Wealth Advisors
Michigan
$287K +$272K +5,277 New
WP
531
WealthPLAN Partners
Nebraska
$283K +$16.3K +316 +6%
SAG
532
SageView Advisory Group
California
$283K -$84K -1,631 -24%
FFL
533
Financial Freedom LLC
Ohio
$283K -$139K -2,696 -34%
Citadel Advisors
534
Citadel Advisors
Florida
$280K -$3.32M -64,538 -93%
RWM
535
Ritholtz Wealth Management
New York
$280K +$8.86K +172 +3%
CAL
536
Capital Advisors Ltd
Ohio
$277K
EA
537
Eclectic Associates
California
$276K +$7.88K +153 +3%
CWMGP
538
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$275K -$125K -2,422 -32%
DI
539
Diligent Investors
California
$275K -$2.52K -49 -1%
CCWM
540
Cassaday & Co Wealth Management
Virginia
$275K +$206 +4 +0.1%
FIA
541
Foundations Investment Advisors
Arizona
$274K +$29.6K +574 +13%
MWM
542
Mattern Wealth Management
Kansas
$267K
IF
543
Ironwood Financial
Arizona
$264K
PWA
544
PCG Wealth Advisors
Kansas
$263K
FOA
545
Five Oceans Advisors
California
$262K +$8.45K +164 +4%
ORG
546
Optimist Retirement Group
Washington
$261K +$206 +4 +0.1%
PCIA
547
Prime Capital Investment Advisors
Kansas
$260K -$152K -2,944 -38%
WAM
548
Worth Asset Management
Texas
$254K +$241K +4,672 New
MFS
549
Mattson Financial Services
Michigan
$253K +$218K +4,242 +1,030%
SPAS
550
Spectrum Planning & Advisory Services
California
$251K +$9.53K +185 +4%

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.