SPMD icon

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

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$255M
2
AG
AlTi Global
New York
$201M
3
RA
RFG Advisory
Alabama
$31.3M
4
MPM
MBB Public Markets
Illinois
$0
5
Goldman Sachs
Goldman Sachs
New York
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
251
Gradient Investments
Minnesota
$1.9M +$1.06M +19,472 +125%
SAM
252
S.A. Mason
Michigan
$1.88M +$27.4K +503 +1%
SCP
253
Stevens Capital Partners
Nebraska
$1.79M -$24.8K -452 -1%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$1.79M -$499K -9,179 -22%
MA
255
MONECO Advisors
Connecticut
$1.76M +$435K +8,001 +33%
JF
256
JSF Financial
California
$1.76M -$194K -3,561 -10%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$1.75M +$177K +3,259 +11%
FEG
258
Financial Enhancement Group
Indiana
$1.73M +$514K +9,236 +42%
NAS
259
Nicolet Advisory Services
Wisconsin
$1.69M -$129K -2,369 -7%
MF
260
Meridian Financial
Massachusetts
$1.68M +$55K +1,012 +3%
GWP
261
Gateway Wealth Partners
Wisconsin
$1.62M +$261K +4,805 +19%
SFM
262
Signet Financial Management
New Jersey
$1.61M +$369K +6,793 +30%
BC
263
Brio Consultants
California
$1.61M -$1.08M -19,873 -40%
FG
264
Fiduciary Group
Georgia
$1.6M +$487K +8,957 +44%
KLI
265
Kelman-Lazarov Inc
Tennessee
$1.6M -$5.55K -102 -0.3%
KWM
266
Kingsview Wealth Management
Oregon
$1.55M +$45.4K +835 +3%
KFI
267
Key Financial Inc
Pennsylvania
$1.55M -$312K -5,736 -17%
KWS
268
Keystone Wealth Services
California
$1.51M -$1.36K -25 -0.1%
AWA
269
Alaska Wealth Advisors
Alaska
$1.47M +$112K +2,064 +8%
SFC
270
Strategic Financial Concepts
Texas
$1.47M -$1.34M -24,575 -48%
CFG
271
Compton Financial Group
Maryland
$1.47M -$15.4K -283 -1%
NW
272
NewEdge Wealth
Pennsylvania
$1.47M -$22.2K -405 -1%
MERSOM
273
Municipal Employees' Retirement System of Michigan
Michigan
$1.47M – – –
FAIM
274
Financial Advocates Investment Management
Washington
$1.46M +$162K +2,978 +12%
TFP
275
Tilia Fiduciary Partners
North Carolina
$1.44M +$87K +1,599 +6%
9 10
11
12 13