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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
EWM
76
Evermay Wealth Management
Virginia
$14.6M +$1.58M +30,596 +13%
NSAM
77
North Star Asset Management
Wisconsin
$14.4M -$2.69M -52,161 -16%
Raymond James Financial
78
Raymond James Financial
Florida
$14.2M -$2.4M -46,518 -15%
CCM
79
Coldstream Capital Management
Washington
$14.1M +$12.7M +247,540 +2,118%
AF
80
Allworth Financial
California
$12.7M +$980K +19,021 +9%
CNC
81
Citizens & Northern Corp
Pennsylvania
$12.6M -$3.04M -58,989 -20%
AWA
82
Alta Wealth Advisors
Massachusetts
$12.6M +$746K +14,483 +7%
CFP
83
Cascade Financial Partners
California
$12.3M +$1.2M +23,240 +11%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$12.2M -$8.37M -162,558 -42%
MHWM
85
Montz Harcus Wealth Management
Louisiana
$12.2M +$508K +9,854 +5%
AWM
86
Avior Wealth Management
Nebraska
$12.1M +$497K +9,651 +5%
ECM
87
Exchange Capital Management
Michigan
$12.1M +$857K +16,636 +8%
ACM
88
Advance Capital Management
Michigan
$11.8M +$32K +621 +0.3%
WI
89
WrapManager Inc
California
$11.7M +$1.09M +21,120 +11%
WA
90
WBH Advisory
Maryland
$11.3M -$127K -2,461 -1%
MGIA
91
Moneta Group Investment Advisors
Missouri
$11.2M -$93.3K -1,811 -0.9%
IWP
92
IAG Wealth Partners
Wisconsin
$11.2M +$433K +8,416 +4%
OC
93
Oarsman Capital
Wisconsin
$11.1M +$2.81M +54,547 +36%
HSWS
94
Higgins & Schmidt Wealth Strategies
Colorado
$11.1M -$37.4K -726 -0.4%
GIA
95
Gladstone Institutional Advisory
Florida
$11M +$389K +7,555 +4%
B
96
Bensler
Washington
$10.9M +$605K +11,748 +6%
PAS
97
Park Avenue Securities
New York
$10.6M +$242K +4,697 +2%
PA
98
PSI Advisors
Florida
$10.5M +$84.4K +1,638 +0.9%
MSA
99
Marathon Strategic Advisors
Pennsylvania
$10.5M +$1.68M +32,534 +20%
WWM
100
Western Wealth Management
Colorado
$10.4M +$1.34K +26 +0%

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.