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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

705 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 98 funds opening new positions, 291 increasing their positions, 227 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+37
Holders Change %
+5.54%
% of All Funds
9.46%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.7%
New
98
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 Holding Trade Value Shares
Change 		Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$2.53M -$5.06M -93,065 -67%
HI
227
Harbour Investments
Wisconsin
$2.49M +$84.8K +1,559 +4%
TCM
228
Towercrest Capital Management
Pennsylvania
$2.46M +$127K +2,340 +5%
KBFS
229
Kohmann Bosshard Financial Services
Ohio
$2.44M -$44.6K -820 -2%
AF
230
Advisornet Financial
Minnesota
$2.44M +$82.8K +1,523 +4%
AC
231
Addison Capital
Pennsylvania
$2.44M +$291K +5,355 +14%
CST
232
Charles Schwab Trust
Nevada
$2.38M – – –
MFT
233
Moisand Fitzgerald Tamayo
Florida
$2.25M -$71.6K -1,317 -3%
2WWM
234
21 West Wealth Management
California
$2.25M +$2.25M +41,378 New
WCP
235
Wealthcare Capital Partners
Pennsylvania
$2.24M +$105K +1,933 +5%
SIAP
236
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.19M +$70.8K +1,302 +3%
TC
237
Trilogy Capital
California
$2.18M -$5.51M -101,371 -72%
CSP
238
Cary Street Partners
Virginia
$2.18M -$9.09M -167,153 -81%
LFG
239
Larson Financial Group
Missouri
$2.13M +$178K +3,281 +9%
Bank of New York Mellon
240
Bank of New York Mellon
New York
$2.08M +$1.16M +21,268 +125%
CAL
241
Capital Analysts LLC
Pennsylvania
$2.06M -$33.9K -623 -2%
MFG
242
Merit Financial Group
Georgia
$2.04M -$56K -1,030 -3%
SB
243
Semitam Bonam
New York
$2.02M +$2.02M +37,168 New
CGA
244
Crescent Grove Advisors
Illinois
$2.02M +$26.3K +484 +1%
CI
245
Cavalier Investments
Georgia
$2M -$254K -4,662 -11%
AWMG
246
Alliance Wealth Management Group
New Jersey
$1.99M +$87.8K +1,615 +5%
MAM
247
MMA Asset Management
Pennsylvania
$1.92M -$43.3K -796 -2%
BFS
248
Bradley Foster & Sargent
Connecticut
$1.92M +$1.92M +35,345 New
OWA
249
ORBA Wealth Advisors
Illinois
$1.91M -$2.82M -51,899 -60%
TA
250
TKG Advisors
Indiana
$1.91M +$48.3K +889 +3%
8 9
10
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