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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
MFA
126
Millington Financial Advisors
Illinois
$7.75M +$729K +14,147 +11%
IWC
127
Integrated Wealth Concepts
Massachusetts
$7.55M +$1.01M +19,527 +16%
CIC
128
Carnegie Investment Counsel
Ohio
$7.45M +$176K +3,411 +3%
BCP
129
Berkeley Capital Partners
Georgia
$7.33M +$147K +2,852 +2%
PWG
130
Private Wealth Group
Florida
$7.3M -$1.25M -24,263 -15%
Cerity Partners
131
Cerity Partners
New York
$6.98M +$2.32M +45,056 +54%
AA
132
AF Advisors
California
$6.96M +$6.59M +128,000 New
MWM
133
Modera Wealth Management
New Jersey
$6.81M -$150K -2,917 -2%
IWM
134
IHT Wealth Management
Illinois
$6.75M -$201K -3,900 -3%
AF
135
Abound Financial
California
$6.74M +$155K +3,006 +2%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$6.65M -$652K -12,663 -9%
SPWG
137
Syntegra Private Wealth Group
Missouri
$6.58M -$4.23M -82,077 -40%
SWP
138
Stratos Wealth Partners
Ohio
$6.51M -$13.7K -266 -0.2%
NA
139
Nottingham Advisors
New York
$6.38M +$886K +17,201 +17%
CPIG
140
Chicago Partners Investment Group
Illinois
$6.22M +$196K +3,807 +4%
IFG
141
Independent Financial Group
California
$6.03M -$173K -3,363 -3%
Sumitomo Mitsui Trust Group
142
Sumitomo Mitsui Trust Group
Japan
$5.97M +$845K +16,400 +18%
RCA
143
Resonant Capital Advisors
Wisconsin
$5.96M +$1.14M +22,069 +25%
OIA
144
OneDigital Investment Advisors
Kansas
$5.93M -$471K -9,136 -8%
KW
145
KWB Wealth
California
$5.89M -$1.5M -29,077 -20%
VCM
146
Vivaldi Capital Management
Illinois
$5.86M -$125K -2,430 -2%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$5.79M -$36.1K -701 -0.7%
AWA
148
ARQ Wealth Advisors
Arizona
$5.71M
MA
149
MJP Associates
Connecticut
$5.56M -$835K -16,204 -14%
SA
150
Stewardship Advisors
Pennsylvania
$5.55M +$45.8K +890 +0.9%

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.