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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
PIS
176
POM Investment Strategies
North Carolina
$4.02M +$3.76M +73,077 +9,123%
CWM
177
CarsonAllaria Wealth Management
Illinois
$4M +$637K +12,360 +20%
PFA
178
Pure Financial Advisors
California
$3.96M +$126K +2,453 +3%
WAS
179
Wealth Advisory Solutions
Indiana
$3.9M +$208K +4,036 +6%
SHJ
180
Sharkey, Howes & Javer
Colorado
$3.88M +$446K +8,657 +14%
AA
181
ArborFi Advisors
Michigan
$3.75M -$176K -3,410 -5%
FHA
182
Flagship Harbor Advisors
Massachusetts
$3.74M -$244K -4,739 -6%
MFA
183
Mayflower Financial Advisors
Massachusetts
$3.68M +$3.49M +67,752 New
CWM
184
Compass Wealth Management
Connecticut
$3.61M +$241K +4,674 +8%
JWM
185
Jacksonville Wealth Management
Florida
$3.6M +$298K +5,794 +10%
MWAM
186
Manhattan West Asset Management
California
$3.55M +$274K +5,314 +9%
SW
187
Simplicity Wealth
New Jersey
$3.55M +$3.01M +58,478 +854%
IA
188
IFP Advisors
Florida
$3.47M +$168K +3,261 +5%
SCM
189
SOL Capital Management
Maryland
$3.41M -$79.6K -1,545 -2%
KCAM
190
Kagan Cocozza Asset Management
New Jersey
$3.4M -$1.54K -30 -0%
GSWM
191
Golden State Wealth Management
California
$3.39M -$328K -6,378 -9%
LIA
192
Lynx Investment Advisory
District of Columbia
$3.37M -$11.4K -222 -0.4%
AFM
193
Aspetuck Financial Management
Connecticut
$3.37M -$3.35K -65 -0.1%
CCT
194
Chemung Canal Trust
New York
$3.32M
ACA
195
Aptus Capital Advisors
Alabama
$3.31M +$878K +17,054 +39%
SAW
196
Signal Advisors Wealth
Michigan
$3.29M +$1.09M +21,075 +54%
LC
197
Luminist Capital
Michigan
$3.22M +$3.02M +58,553 New
KPWS
198
Kestra Private Wealth Services
Texas
$3.12M +$654K +12,700 +28%
AWM
199
AE Wealth Management
Kansas
$3.11M +$291K +5,652 +11%
LWMI
200
Landmark Wealth Management (Illinois)
Illinois
$3.08M +$164K +3,177 +6%

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.