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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
DP
576
Denver PWM
Colorado
$215K
KFGK
577
Keystone Financial Group (Kentucky)
Kentucky
$214K +$203K +3,936 New
VVP
578
Venture Visionary Partners
Ohio
$214K +$202K +3,931 New
CCG
579
Capital CS Group
California
$213K -$1.08K -21 -0.5%
OE
580
October Effect
Virginia
$212K +$201K +3,898 New
MPW
581
Magnolia Private Wealth
Pennsylvania
$212K -$221K -4,300 -52%
PS
582
Principal Securities
Iowa
$211K -$2.99K -58 -1%
PA
583
Procyon Advisors
Connecticut
$210K -$2.16K -42 -1%
GWAM
584
Guardian Wealth Advisors (Minnesota)
Minnesota
$209K +$198K +3,850 New
Lido Advisors
585
Lido Advisors
California
$208K -$21.5K -418 -10%
DFG
586
Dynamic Financial Group
Iowa
$208K +$197K +3,823 New
XT
587
XTX Topco
Cayman Islands
$206K +$195K +3,790 New
SAM
588
Synergy Asset Management
Washington
$204K +$194K +3,758 New
VF
589
Vestment Financial
Minnesota
$203K +$189K +3,679 New
GFWA
590
Grey Fox Wealth Advisors
Delaware
$203K -$21K -407 -10%
MLA
591
My Legacy Advisors
Oregon
$202K +$185K +3,597 New
GT
592
Glenview Trust
Kentucky
$200K +$190K +3,681 New
EWM
593
Evolution Wealth Management
Florida
$189K +$179K +3,475 New
AT
594
Arlington Trust
Alabama
$187K
NS
595
NBC Securities
Alabama
$178K
S
596
SignatureFD
Georgia
$175K +$28.7K +557 +21%
PFM
597
Phillips Financial Management
Indiana
$174K
JFG
598
JDM Financial Group
Texas
$173K -$3.04K -59 -2%
NFSG
599
Newbridge Financial Services Group
Florida
$172K +$464 +9 +0.3%
US Bancorp
600
US Bancorp
Minnesota
$166K -$39.4K -764 -20%

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.