SPMD icon

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 %
NC
251
Napatree Capital
Rhode Island
$1.72M +$1.33M +25,936 +339%
SCP
252
Stevens Capital Partners
Nebraska
$1.69M +$189K +3,692 +13%
RFW
253
Rainier Family Wealth
Washington
$1.66M +$275K +5,378 +20%
NAS
254
Nicolet Advisory Services
Wisconsin
$1.58M -$181K -3,845 -10%
Jane Street
255
Jane Street
New York
$1.54M +$414K +8,093 +37%
MF
256
Meridian Financial
Massachusetts
$1.53M +$50.2K +980 +3%
KLI
257
Kelman-Lazarov Inc
Tennessee
$1.51M -$8.91K -174 -0.6%
NAM
258
NorthCrest Asset Manangement
Minnesota
$1.49M +$1.49M +29,175 New
Fidelity Investments
259
Fidelity Investments
Massachusetts
$1.48M -$156K -3,053 -10%
WCM
260
Wealthcare Capital Management
Virginia
$1.45M -$143K -2,794 -9%
KWS
261
Keystone Wealth Services
California
$1.42M -$16.6K -324 -1%
KWM
262
Kingsview Wealth Management
Oregon
$1.42M -$151K -2,956 -10%
PFG
263
PAX Financial Group
Texas
$1.42M +$20.3K +396 +1%
CFG
264
Compton Financial Group
Maryland
$1.4M +$1.4M +27,360 New
NW
265
NewEdge Wealth
Pennsylvania
$1.39M +$20.7K +405 +2%
MERSOM
266
Municipal Employees' Retirement System of Michigan
Michigan
$1.38M – – –
GS
267
GTS Securities
New York
$1.38M +$1.38M +26,877 New
RCM
268
Raleigh Capital Management
North Carolina
$1.3M +$159K +3,102 +14%
TWM
269
Trinity Wealth Management
Pennsylvania
$1.29M +$58.5K +1,143 +5%
AWA
270
Alaska Wealth Advisors
Alaska
$1.28M -$11.7K -229 -0.9%
GWP
271
Gateway Wealth Partners
Wisconsin
$1.28M +$608K +11,876 +91%
PSFG
272
Prairie Sky Financial Group
Illinois
$1.28M -$66.3K -1,295 -5%
TFP
273
Tilia Fiduciary Partners
North Carolina
$1.27M +$102K +1,996 +9%
SIAS
274
Summit Investment Advisory Services
Minnesota
$1.27M -$394K -7,705 -24%
Financial Engines Advisors
275
Financial Engines Advisors
California
$1.25M +$99.2K +1,937 +9%
9 10
11
12 13