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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

668 hedge funds and large institutions have $10.6B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 317 increasing their positions, 204 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
-8
Holders Change %
-1.18%
% of All Funds
9.07%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
67
Increased
317
Reduced
204
Closed
60
Calls
$722K
Puts
$36K
Net Calls
+$686K
Net Calls Change
+$571K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$161M
2
HP
Hancock Prospecting
Australia
+$147M
3
Goldman Sachs
Goldman Sachs
New York
+$57M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$44.8M
5
UBS Group
UBS Group
Switzerland
+$35.5M

Top Sellers

1
AOI
Auto-Owners Insurance
Michigan
-$61.6M
2
GVAG
Great Valley Advisor Group
Delaware
-$34.5M
3
IAA
Independent Advisor Alliance
North Carolina
-$23M
4
SC
Savant Capital
Illinois
-$15M
5
SF
Symphony Financial
Texas
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
226
Hibernia Wealth Partners
Louisiana
$2.21M -$66K -1,289 -3%
TCM
227
Towercrest Capital Management
Pennsylvania
$2.19M -$41K -802 -2%
JCM
228
Jacobi Capital Management
Pennsylvania
$2.19M +$165K +3,226 +8%
MFT
229
Moisand Fitzgerald Tamayo
Florida
$2.19M -$31.1K -607 -1%
CI
230
CX Institutional
Indiana
$2.19M +$2.19M +42,703 New
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$2.15M -$829K -16,188 -28%
XPN
232
XY Planning Network
Montana
$2.14M +$2.14M +41,853 New
CI
233
Cavalier Investments
Georgia
$2.12M -$294K -5,738 -12%
AC
234
Addison Capital
Pennsylvania
$2.02M +$554K +10,815 +38%
AI
235
Atria Investments
North Carolina
$2.02M +$323K +6,308 +19%
SAW
236
Signal Advisors Wealth
Michigan
$2.01M +$160K +3,132 +9%
WCP
237
Wealthcare Capital Partners
Pennsylvania
$2.01M +$185K +3,612 +10%
SIAP
238
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2M +$332K +6,494 +20%
MFG
239
Merit Financial Group
Georgia
$1.97M -$2.17M -42,346 -52%
CAL
240
Capital Analysts LLC
Pennsylvania
$1.97M -$5.85M -114,310 -75%
CGA
241
Crescent Grove Advisors
Illinois
$1.87M -$9.21K -180 -0.5%
MAM
242
MMA Asset Management
Pennsylvania
$1.85M +$1.64K +32 +0.1%
JF
243
JSF Financial
California
$1.84M +$109K +2,126 +6%
LFG
244
Larson Financial Group
Missouri
$1.84M -$18.8K -368 -1%
CW
245
CreativeOne Wealth
Kansas
$1.8M +$256K +5,011 +17%
AWMG
246
Alliance Wealth Management Group
New Jersey
$1.79M -$33.7K -658 -2%
TA
247
TKG Advisors
Indiana
$1.75M +$1.48K +29 +0.1%
KFI
248
Key Financial Inc
Pennsylvania
$1.75M +$345K +6,744 +25%
SAM
249
S.A. Mason
Michigan
$1.74M +$28.2K +551 +2%
CMAI
250
Capital Management Associates Inc
Minnesota
$1.73M +$1.32M +25,710 +320%
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