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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
FA
551
Fiduciary Alliance
South Carolina
$250K +$237K +4,600 New
ZIM
552
Zacks Investment Management
Illinois
$250K +$237K +4,599 New
TP
553
Tranquility Partners
Tennessee
$250K -$3.86K -75 -2%
MF
554
Midwestern Financial
Iowa
$249K +$236K +4,573 New
BCM
555
Brookstone Capital Management
Illinois
$244K +$231K +4,480 New
JWM
556
JGP Wealth Management
Oregon
$240K +$228K +4,420 New
CPRC
557
Consolidated Portfolio Review Corp
New York
$239K -$5.92K -115 -3%
BWS
558
Broadway Wealth Solutions
Texas
$236K -$4.18M -81,168 -95%
KAS
559
KPP Advisory Services
Kentucky
$234K +$221K +4,299 New
FWM
560
ForthRight Wealth Management
Georgia
$231K +$5.51K +107 +3%
BP
561
Ballentine Partners
Massachusetts
$231K
MPCL
562
My Personal CFO LLC
Washington
$230K
AIM
563
Acropolis Investment Management
Missouri
$229K +$206 +4 +0.1%
Brown Advisory
564
Brown Advisory
Maryland
$228K +$216K +4,192 New
WOSD
565
WFA of San Diego
California
$227K +$215K +4,176 New
SWM
566
SigFig Wealth Management
California
$226K +$214K +4,155 New
OPA
567
Old Port Advisors
Maine
$224K
RWM
568
Rialto Wealth Management
New York
$223K +$211K +4,102 New
ACM
569
Altrius Capital Management
North Carolina
$221K -$2.42K -47 -1%
SAI
570
Savvy Advisors Inc
New York
$219K -$23.1K -449 -10%
RRA
571
Round Rock Advisors
Connecticut
$219K -$6.95K -135 -3%
CF
572
Convergence Financial
Missouri
$219K -$9.37K -182 -4%
HL
573
HeadInvest LLC
Maine
$217K
TNA
574
True North Advisors
Texas
$217K -$361 -7 -0.2%
MWM
575
Meridian Wealth Management
Kentucky
$216K -$24K -466 -11%

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.