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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
BFPW
151
BOK Financial Private Wealth
Colorado
$5.52M +$5.22M +101,417 New
AO
152
Advisor OS
Illinois
$5.44M -$953K -18,509 -16%
SF
153
Symphony Financial
Texas
$5.35M +$4.95M +96,144 New
PIA
154
Perennial Investment Advisors
California
$5.15M -$147K -2,857 -3%
TVAMP
155
Tennessee Valley Asset Management Partners
Tennessee
$5.11M +$258K +5,018 +6%
FTUS
156
Flow Traders U.S.
New York
$5.06M +$4.79M +93,047 New
BFA
157
Bill Few Associates
Pennsylvania
$5.02M +$1.65M +32,015 +53%
MWPCG
158
Measured Wealth Private Client Group
New Hampshire
$4.89M -$741K -14,393 -14%
CL
159
CVFG LLC
Indiana
$4.75M +$413K +8,020 +10%
FFA
160
Founders Financial Alliance
North Carolina
$4.73M +$124K +2,400 +3%
HWP
161
Hibernia Wealth Partners
Louisiana
$4.69M +$2.22M +43,066 +100%
Financial Engines Advisors
162
Financial Engines Advisors
California
$4.66M +$3.15M +61,117 +250%
ECM
163
Evergreen Capital Management
Washington
$4.63M +$16.1K +312 +0.4%
IA
164
IFG Advisory
Georgia
$4.61M -$151K -2,926 -3%
AFP
165
Ausdal Financial Partners
Iowa
$4.59M +$566K +10,996 +15%
FF
166
Foronjy Financial
California
$4.52M +$4.28M +83,051 New
XPN
167
XY Planning Network
Montana
$4.49M +$2.1M +40,740 +97%
Stifel Financial
168
Stifel Financial
Missouri
$4.24M +$745K +14,466 +23%
PCA
169
Prosperity Capital Advisors
Ohio
$4.19M +$3.97M +77,008 New
RFA
170
Register Financial Advisors
Georgia
$4.16M +$242K +4,699 +7%
VIM
171
Vista Investment Management
Pennsylvania
$4.14M +$101K +1,963 +3%
GM
172
GeoWealth Management
Illinois
$4.09M +$3.12M +60,671 +418%
T
173
TrueFG
Texas
$4.09M +$152K +2,959 +4%
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
$4.05M +$1.34M +25,958 +53%
GSC
175
G&S Capital
Colorado
$4.03M +$13.2K +257 +0.3%

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.