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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
MML Investors Services
51
MML Investors Services
Massachusetts
$25M +$2.39M +46,488 +11%
SC
52
Savant Capital
Illinois
$25M -$8.04M -156,128 -25%
AssetMark Inc
53
AssetMark Inc
California
$24.1M +$93.1K +1,808 +0.4%
OFS
54
OneAscent Financial Services
Alabama
$23.9M +$404K +7,848 +2%
CWM
55
Cahaba Wealth Management
Georgia
$23.6M +$5.7M +110,641 +34%
Corient Private Wealth
56
Corient Private Wealth
Florida
$23M +$1.78M +34,636 +9%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$22.9M +$1.14M +22,090 +6%
CBT
58
Crews Bank & Trust
Florida
$21.7M +$982K +19,067 +5%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$21.7M +$1.5M +29,190 +8%
DJSG
60
D.J. St. Germain
Massachusetts
$21.6M +$2.2M +42,776 +12%
FSG
61
Financial Strategies Group
Michigan
$21.4M +$827K +16,061 +4%
RWM
62
Reston Wealth Management
Virginia
$20.6M +$1.03M +19,930 +6%
FNT
63
First National Trust
Pennsylvania
$19.8M -$227K -4,414 -1%
WA
64
Waverly Advisors
Alabama
$19.3M +$887K +17,215 +5%
DWM
65
Dakota Wealth Management
Florida
$18.9M +$6.21M +120,609 +53%
STA
66
Summit Trail Advisors
New York
$16.8M -$1.29M -25,056 -7%
Mariner
67
Mariner
Kansas
$16.6M +$1.4M +27,204 +10%
PCM
68
Penserra Capital Management
California
$16.4M +$394K +7,650 +3%
EIG
69
Ellenbecker Investment Group
Wisconsin
$16M +$2.91M +56,461 +24%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$15.7M +$755K +14,655 +5%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$15.6M +$1.39M +26,994 +10%
FGC
72
Financial Gravity Companies
Texas
$15.4M +$14.6M +283,724 New
SFP
73
Shepherd Financial Partners
Massachusetts
$15.3M +$338K +6,555 +2%
GWM
74
Geneos Wealth Management
Colorado
$15.3M -$12.8M -249,470 -47%
NPI
75
New Perspectives Inc
Mississippi
$14.8M +$158K +3,062 +1%

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.