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 %
MA
276
MONECO Advisors
Connecticut
$1.25M +$103K +2,006 +9%
CC
277
Callan Capital
California
$1.23M +$1.23M +24,063 New
BW
278
Balance Wealth
Ohio
$1.23M +$1.23M +23,963 New
FAIM
279
Financial Advocates Investment Management
Washington
$1.22M -$20.3K -396 -2%
FWM
280
Fingerlakes Wealth Management
New York
$1.22M -$29K -567 -2%
RC
281
Roundview Capital
New Jersey
$1.21M -$111K -2,168 -8%
UF
282
Univest Financial
Pennsylvania
$1.2M +$201K +3,928 +20%
SAA
283
Southeast Asset Advisors
Georgia
$1.17M – – –
SFM
284
Signet Financial Management
New Jersey
$1.17M +$1.17M +22,870 New
WPW
285
Watershed Private Wealth
Illinois
$1.16M -$59.4K -1,161 -5%
AAS
286
Avantax Advisory Services
Texas
$1.15M -$142K -2,782 -11%
FPWM
287
FSB Premier Wealth Management
Iowa
$1.15M +$54.8K +1,071 +5%
VAS
288
Vestmark Advisory Solutions
Massachusetts
$1.15M +$1.15M +22,375 New
KDA
289
Kraft Davis & Associates
Missouri
$1.14M +$1.14M +23,554 New
KAS
290
Kestra Advisory Services
Texas
$1.1M +$138K +2,691 +14%
AAS
291
Ameritas Advisory Services
Nebraska
$1.08M -$731 -14 -0.1%
CA
292
CoreCap Advisors
Michigan
$1.07M +$29.8K +582 +3%
QWM
293
Quadcap Wealth Management
Texas
$1.07M -$201K -3,923 -16%
FEG
294
Financial Enhancement Group
Indiana
$1.06M +$354K +7,338 +50%
WPC
295
Wedmont Private Capital
Pennsylvania
$1.05M -$29.1K -609 -3%
FG
296
Fiduciary Group
Georgia
$1.05M +$443K +8,657 +73%
BW
297
BIP Wealth
Georgia
$1.05M -$135K -2,629 -11%
PTC
298
Private Trust Company
Ohio
$1.05M -$126K -2,459 -11%
CFG
299
Citizens Financial Group
Rhode Island
$1.04M +$135K +2,636 +15%
MCWS
300
McKinley Carter Wealth Services
West Virginia
$1.03M -$42.7K -834 -4%
10 11
12
13 14