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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
VAS
201
Vestmark Advisory Solutions
Massachusetts
$3.06M +$1.75M +33,969 +152%
RPGK
202
Retirement Planning Group (Kansas)
Kansas
$3.02M -$441K -8,572 -13%
FIBT
203
First International Bank & Trust
North Dakota
$2.97M -$1.3M -25,312 -32%
NAM
204
NorthCrest Asset Manangement
Minnesota
$2.96M +$1.22M +23,719 +81%
AI
205
Atria Investments
North Carolina
$2.93M +$740K +14,369 +36%
APC
206
Aspire Private Capital
North Carolina
$2.93M -$46.4K -901 -2%
TCM
207
Tradewinds Capital Management
Washington
$2.92M +$520K +10,097 +23%
JF
208
Jump Financial
Illinois
$2.91M +$2.76M +53,598 New
UAS
209
United Asset Strategies
New York
$2.89M -$307K -5,969 -10%
W
210
Wealthquest
Ohio
$2.86M -$1.09M -21,227 -29%
QCM
211
Quantinno Capital Management
New York
$2.84M -$284K -5,520 -10%
PFA
212
Pinnacle Family Advisors
Missouri
$2.82M +$2.67M +51,801 New
CAG
213
Crestwood Advisors Group
Massachusetts
$2.81M -$839K -16,282 -24%
NC
214
NovaPoint Capital
Georgia
$2.81M -$113K -2,193 -4%
JCM
215
Jacobi Capital Management
Pennsylvania
$2.79M +$444K +8,619 +20%
DC
216
Destiny Capital
Colorado
$2.73M +$51.1K +992 +2%
TIP
217
Tandem Investment Partners
New Jersey
$2.68M +$160K +3,115 +7%
RFG
218
Range Financial Group
Oregon
$2.68M -$109K -2,125 -4%
P
219
&Partners
Tennessee
$2.65M +$1.79M +34,689 +249%
NGA
220
Naples Global Advisors
Florida
$2.64M +$174K +3,370 +7%
MAM
221
Madison Asset Management
Wisconsin
$2.64M
FF
222
Farrow Financial
Vermont
$2.63M +$15.8K +306 +0.6%
CF
223
Centaurus Financial
California
$2.6M +$54.6K +1,061 +2%
PWM
224
Power Wealth Management
Georgia
$2.59M +$107K +2,087 +5%
WCFA
225
Walkner Condon Financial Advisors
Wisconsin
$2.58M -$237K -4,601 -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.