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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
LI
651
LRI Investments
Florida
$27.7K
MWM
652
MorganRosel Wealth Management
Colorado
$27.2K
National Bank of Canada
653
National Bank of Canada
Quebec, Canada
$27.2K
HFS
654
Hantz Financial Services
Michigan
$27K +$25.8K +501 New
HFS
655
Hopwood Financial Services
Virginia
$26.5K
CFFP
656
Center for Financial Planning
Michigan
$26.2K
BCWM
657
Bartlett & Co Wealth Management
Ohio
$25K
MIA
658
MeadowBrook Investment Advisors
Michigan
$24.1K +$22.9K +444 New
NCM
659
Northwest Capital Management
Oregon
$23.7K -$306K -5,946 -93%
EP
660
Essential Partners
California
$23.3K +$22K +428 New
SS
661
Sunbelt Securities
Texas
$23.2K
BIG
662
Brooklyn Investment Group
New York
$20.2K +$19.2K +372 New
CA
663
Crewe Advisors
Utah
$19.1K +$18.1K +352 New
MSG
664
Main Street Group
Virginia
$17.6K -$1.13K -22 -6%
BTI
665
Blue Trust Inc
Georgia
$16.6K +$15.7K +305 New
CAM
666
Creekmur Asset Management
Illinois
$14.9K
NRWA
667
North Ridge Wealth Advisors
Oregon
$14.1K +$13.4K +260 New
BDPWM
668
Barnes Dennig Private Wealth Management
Ohio
$14K +$13.2K +257 New
EWA
669
EverSource Wealth Advisors
Alabama
$13K -$1.7K -33 -12%
ACA
670
Atlas Capital Advisors
Wyoming
$12.2K -$14.9K -289 -56%
SHF
671
Safe Harbor Fiduciary
Florida
$11.6K +$2.52K +49 +30%
OC
672
Oakworth Capital
Alabama
$10.8K
FMTCOCP
673
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
SWP
674
Strategic Wealth Partners
Ohio
$9.3K +$8.81K +171 New
CMP
675
Coston McIsaac & Partners
Maine
$9K

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.