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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

703 hedge funds and large institutions have $11.4B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 291 increasing their positions, 227 reducing their positions, and 46 closing their positions.

Holders
703
Holders Change
+35
Holders Change %
+5.24%
% of All Funds
9.44%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.7%
New
97
Increased
291
Reduced
227
Closed
46
Calls
$609K
Puts
–
Net Calls
+$609K
Net Calls Change
-$77K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$4.52B
2
ETC
2
Exchange Traded Concepts
Oklahoma
$94.1M
3
Betterment LLC
3
Betterment LLC
New York
$1.04B
4
AOI
4
Auto-Owners Insurance
Michigan
$56.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$34.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$255M
2
AG
2
AlTi Global
New York
$201M
3
RA
3
RFG Advisory
Alabama
$31.3M
4
MPM
4
MBB Public Markets
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$49.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$4.52B 83,062,157 +2,922,150 +4%
Betterment LLC
2
Betterment LLC
New York
$1.04B 19,155,647 +1,271,524 +7%
LPL Financial
3
LPL Financial
California
$689M 12,667,377 -429,729 -3%
VA
4
Valmark Advisers
Ohio
$361M 6,643,917 +274,765 +4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$255M 4,694,872 -1,887,070 -29%
AG
6
AlTi Global
New York
$201M 3,702,113 -1,634,852 -31%
HighTower Advisors
7
HighTower Advisors
Illinois
$174M 3,206,368 +242,156 +8%
Morgan Stanley
8
Morgan Stanley
New York
$162M 2,978,616 +347,947 +13%
HP
9
Hancock Prospecting
Australia
$156M 2,875,190 – –
FWI
10
Facet Wealth Inc
Maryland
$151M 2,726,120 +257,924 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$147M 2,698,043 +555,823 +26%
Bank of America
12
Bank of America
North Carolina
$102M 1,871,221 -9,706 -0.5%
ETC
13
Exchange Traded Concepts
Oklahoma
$94.1M 1,731,058 +1,731,058 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$84.3M 1,549,804 +315,630 +26%
UBS Group
15
UBS Group
Switzerland
$78M 1,434,897 +347,625 +32%
APWA
16
Atlas Private Wealth Advisors
New Jersey
$77.4M 1,423,120 -44,298 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$67M 1,230,262 -185,915 -13%
HBT
18
Hills Bank & Trust
Iowa
$65M 1,195,251 +586,903 +96%
FCAS
19
First Command Advisory Services
Texas
$62M 1,139,430 +185,244 +19%
CWM
20
Cornerstone Wealth Management
Missouri
$58.3M 1,072,776 +34,344 +3%
AOI
21
Auto-Owners Insurance
Michigan
$56.6M 1,040,000 +741,707 +249%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$56.1M 1,031,994 +94,311 +10%
FFA
23
Farther Finance Advisors
California
$52.8M 971,121 +550,634 +131%
MSA
24
Mason Street Advisors
Wisconsin
$50.4M 927,600 – –
Goldman Sachs
25
Goldman Sachs
New York
$49.1M 903,143 -532,417 -37%
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