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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
HWM
751
HB Wealth Management
Georgia
-$205K -4,012 Closed
MSAM
752
Moloney Securities Asset Management
Missouri
-$202K -3,946 Closed
WT
753
Washington Trust
Rhode Island
-$76.3K -1,490 Closed
SIM
754
Synergy Investment Management
Florida
-$75K -1,466 Closed
PPWM
755
PFG Private Wealth Management
Florida
-$49.5K -968 Closed
MFA
756
McClarren Financial Advisors
Pennsylvania
-$118K -783 Closed
HCP
757
Hexagon Capital Partners
Arkansas
-$39.7K -776 Closed
AG
758
AmeriFlex Group
Nevada
-$30.8K -601 Closed
GJIA
759
Glass Jacobson Investment Advisors
Maryland
-$31.9K -584 Closed
RWM
760
Ruedi Wealth Management
Illinois
-$9.25K -181 Closed
DWM
761
Darwin Wealth Management
Florida
-$9.02K -165 Closed
HDIM
762
Hanson & Doremus Investment Management
Vermont
-$5K -88 Closed
Simplex Trading
763
Simplex Trading
Illinois
-$3K -76 Closed
MAS
764
MPWM Advisory Solutions
Georgia
-$2.15K -42 Closed
MG
765
Mather Group
Illinois
-$1.69K -33 Closed
CAWM
766
Capital A Wealth Management
Pennsylvania
-$205 -4 Closed
TIM
767
Tortoise Investment Management
New York
-$205 -4 Closed
KGP
768
Keystone Global Partners
Colorado
-$51 -1 Closed
MIM
769
Marshall Investment Management
Colorado
-$51 -1 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.