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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
TC
726
TownSquare Capital
Utah
-$12.1M -236,256 Closed
PI
727
Pachira Investments
California
-$8.25M -161,635 Closed
PRS
728
Pinkerton Retirement Specialists
Idaho
-$7.99M -156,032 Closed
SFI
729
SPC Financial Inc
Maryland
-$6.24M -121,909 Closed
GS
730
GTS Securities
New York
-$1.38M -26,877 Closed
SAA
731
Southeast Asset Advisors
Georgia
-$1.17M -22,950 Closed
CP
732
Camelot Portfolios
Ohio
-$984K -19,235 Closed
BIP
733
Blueprint Investment Partners
North Carolina
-$769K -15,020 Closed
WCA
734
Westover Capital Advisors
Delaware
-$471K -9,206 Closed
AWS
735
Atria Wealth Solutions
New York
-$375K -7,319 Closed
PFBT
736
Parkside Financial Bank & Trust
Missouri
-$350K -6,844 Closed
PD
737
Planning Directions
Pennsylvania
-$334K -6,534 Closed
AIA
738
Allied Investment Advisors
Montana
-$292K -5,714 Closed
AWM
739
Ariadne Wealth Management
California
-$292K -5,655 Closed
GS
740
GWN Securities
Florida
-$286K -5,590 Closed
TF
741
TME Financial
California
-$280K -5,468 Closed
VCM
742
Virtue Capital Management
Tennessee
-$257K -5,018 Closed
MCA
743
MSH Capital Advisors
Arizona
-$246K -4,809 Closed
MCM
744
Maple Capital Management
Vermont
-$242K -4,737 Closed
LFG
745
Leverty Financial Group
Wisconsin
-$242K -4,733 Closed
NWM
746
Napa Wealth Management
California
-$240K -4,687 Closed
SA
747
Sovran Advisors
California
-$210K -4,366 Closed
GSEP
748
Golden State Equity Partners
California
-$217K -4,231 Closed
NP
749
NorthRock Partners
Minnesota
-$211K -4,120 Closed
EGWAG
750
Elwood & Goetz Wealth Advisory Group
Georgia
-$207K -4,037 Closed

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.