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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
KFP
601
Keener Financial Planning
Texas
$164K
RWPA
602
Richard W. Paul & Associates
Michigan
$151K -$7.67K -149 -5%
Russell Investments Group
603
Russell Investments Group
United Kingdom
$142K +$75.5K +1,466 +127%
FRA
604
Front Row Advisors
California
$135K
PA
605
Parallel Advisors
California
$123K -$98K -1,903 -46%
MAFA
606
MJT & Associates Financial Advisory
Minnesota
$109K
CI
607
CX Institutional
Indiana
$109K -$2.1M -40,693 -95%
SO
608
Sierra Ocean
California
$109K +$103K +2,000 New
TH
609
TCTC Holdings
Texas
$107K +$101K +1,964 New
PAG
610
Paladin Advisory Group
Iowa
$105K -$20K -389 -17%
SWM
611
Spire Wealth Management
Virginia
$104K -$42.9K -833 -30%
WT
612
Whittier Trust
California
$101K
HNB
613
Hilltop National Bank
Wyoming
$96.6K +$91.5K +1,776 New
SAM
614
Smartleaf Asset Management
Massachusetts
$94.4K -$2.58K -50 -3%
GK
615
Graney & King
New York
$92.7K +$52 +1 +0.1%
TFG
616
Team Financial Group
California
$92K +$87.1K +1,692 New
WTC
617
WhitTier Trust Company
Nevada
$73.4K
PC
618
Promus Capital
Illinois
$72.8K +$69K +1,339 New
HIIFS
619
Harel Insurance Investments & Financial Services
Israel
$71K
AIA
620
Armor Investment Advisors
North Carolina
$67.4K
WP
621
WealthShield Partners
North Carolina
$67.4K +$258 +5 +0.4%
SS
622
SBI Securities
Japan
$66K +$824 +16 +1%
PP
623
PrairieView Partners
Minnesota
$59K +$5.41K +105 +11%
ANBT
624
American National Bank & Trust
Texas
$57.6K +$54.5K +1,059 New
Qube Research & Technologies (QRT)
625
Qube Research & Technologies (QRT)
United Kingdom
$56.3K +$53.4K +1,036 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.