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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
JWA
626
JFS Wealth Advisors
Pennsylvania
$55.3K +$2.83K +55 +6%
LWMI
627
Legacy Wealth Management (Idaho)
Idaho
$55.3K +$50.7K +985 +3,078%
LIS
628
Legacy Investment Solutions
Idaho
$55.3K +$52.4K +1,017 New
MEG
629
Millstone Evans Group
Colorado
$48.9K
AAP
630
Arax Advisory Partners
Colorado
$48.6K +$34.8K +676 +309%
CIA
631
Cape Investment Advisory
Georgia
$47.2K -$2.06K -40 -4%
RAM
632
Riggs Asset Management
Pennsylvania
$47.1K
AA
633
Ancora Advisors
Ohio
$43.8K
RIL
634
Rothschild Investment LLC
Illinois
$39.5K +$10.2K +198 +37%
MSWA
635
Marshall & Sterling Wealth Advisors
New York
$39K -$33.3K -647 -47%
HT
636
Headlands Technologies
Illinois
$37.9K +$35.9K +697 New
PA
637
Pineridge Advisors
Missouri
$37K +$35.1K +681 New
WAS
638
Winch Advisory Services
Wisconsin
$34.6K +$155 +3 +0.5%
T
639
Transce3nd
Texas
$34.4K +$1.85K +36 +6%
DF
640
DecisionPoint Financial
Arizona
$33.7K
TF
641
Tompkins Financial
New York
$32.1K
HNB
642
Huntington National Bank
Ohio
$31.9K
WIM
643
Westside Investment Management
California
$31.8K
TPWA
644
Twin Peaks Wealth Advisors
California
$31.6K +$29.1K +565 New
WTFG
645
Wood Tarver Financial Group
Idaho
$31K
SN
646
Sittner & Nelson
Oregon
$30.7K
TC
647
Trust Company
Kansas
$30.2K
CTC
648
Central Trust Company
Missouri
$30.1K
CFS
649
Compass Financial Services
Iowa
$29.9K +$28.3K +549 New
GIA
650
GHP Investment Advisors
Colorado
$27.7K +$103 +2 +0.4%

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.