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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
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 %
WWA
301
WCG Wealth Advisors
Nevada
$1.19M +$1.19M +21,836 New
Jones Financial Companies
302
Jones Financial Companies
Missouri
$1.18M +$394K +7,255 +50%
CFMC
303
Curbstone Financial Management Corp
New Hampshire
$1.18M +$92.4K +1,700 +9%
AAS
304
Avantax Advisory Services
Texas
$1.12M -$101K -1,866 -8%
JWCA
305
J.W. Cole Advisors
Florida
$1.1M +$1.1M +20,287 New
EIA
306
Eldridge Investment Advisors
New Hampshire
$1.1M +$139K +2,553 +14%
MCWS
307
McKinley Carter Wealth Services
West Virginia
$1.09M -$1.41K -26 -0.1%
KAS
308
Kestra Advisory Services
Texas
$1.08M -$87K -1,599 -7%
AWM
309
Apollon Wealth Management
South Carolina
$1.08M +$619K +11,382 +135%
RFS
310
Richardson Financial Services
Massachusetts
$1.08M -$14.1K -256 -1%
BW
311
BIP Wealth
Georgia
$1.07M -$44.6K -820 -4%
IAA
312
Independent Advisor Alliance
North Carolina
$1.07M +$133K +2,440 +14%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$1.07M – – –
WA
314
Waddell & Associates
Tennessee
$1.06M -$7.56K -139 -0.7%
QWM
315
Quadcap Wealth Management
Texas
$1.06M -$72.5K -1,333 -6%
AF
316
Apollon Financial
South Carolina
$1.06M -$2.18K -40 -0.2%
PTC
317
Private Trust Company
Ohio
$1.06M -$58K -1,066 -5%
SIC
318
Sterling Investment Counsel
New York
$1.05M +$21.8K +401 +2%
BCFS
319
Butensky & Cohen Financial Security
Florida
$1.03M +$45.7K +841 +5%
LA
320
Lifeworks Advisors
Michigan
$1.01M -$23.2K -427 -2%
CIR
321
Clear Investment Research
Georgia
$1M +$13.2K +243 +1%
CJH
322
Christopher J. Hasenberg
Wisconsin
$989K +$987K +18,152 +50,422%
AAS
323
Ameritas Advisory Services
Nebraska
$982K -$145K -2,664 -13%
AWM
324
Axxcess Wealth Management
California
$978K +$164K +3,015 +20%
HGA
325
Hobbs Group Advisors
South Carolina
$974K -$3.86K -71 -0.4%
11 12
13
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