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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
HIA
676
HFM Investment Advisors
New Jersey
$8.29K -$206 -4 -3%
BA
677
Bellwether Advisors
Nebraska
$8.21K
BFO
678
Biltmore Family Office
North Carolina
$7.4K +$7K +136 New
C
679
Covestor
United Kingdom
$7K +$4.43K +86 +221%
BL
680
BFSG LLC
California
$6.8K
FFA
681
Frazier Financial Advisors
Ohio
$6.29K +$52 +1 +0.9%
RFG
682
REAP Financial Group
Texas
$5.6K
VWM
683
Vermillion Wealth Management
Minnesota
$5.14K +$3.09K +60 +176%
AGWCA
684
Annis Gardner Whiting Capital Advisors
Florida
$4.89K
BIM
685
Breakwater Investment Management
Washington
$4.89K
APW
686
Atlantic Private Wealth
North Carolina
$4.89K
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.89K
ADL
688
Asset Dedication LLC
California
$4.79K +$618 +12 +16%
IWM
689
IMG Wealth Management
Florida
$4.73K +$1.24K +24 +38%
RF
690
Rossby Financial
Florida
$4.62K
FWP
691
FAS Wealth Partners
Kansas
$4.46K -$567 -11 -12%
1IA
692
1620 Investment Advisors
Massachusetts
$4.08K +$3.86K +75 New
TAM
693
Tucker Asset Management
Colorado
$3.86K -$2.78K -54 -43%
CWA
694
Carolina Wealth Advisors
South Carolina
$3.81K
WWM
695
Woodside Wealth Management
Massachusetts
$3.59K
SHIM
696
Stone House Investment Management
Pennsylvania
$3.15K -$96.8K -1,879 -97%
MCA
697
Maryland Capital Advisors
Maryland
$2.99K -$10.6K -205 -79%
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.94K
CB
699
Community Bank
New York
$2.44K +$2.32K +45 New
SIS
700
Sound Income Strategies
Florida
$2.35K +$2.21K +43 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.