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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 %
CIAS
301
CFS Investment Advisory Services
New Jersey
$1.03M -$9.98K -195 -1%
CFMC
302
Curbstone Financial Management Corp
New Hampshire
$1.02M +$17.9K +350 +2%
RFS
303
Richardson Financial Services
Massachusetts
$1.02M +$89K +1,739 +10%
WA
304
Waddell & Associates
Tennessee
$1.01M +$10.2K +199 +1%
T
305
Tidemark
California
$1M +$90K +1,758 +10%
AF
306
Apollon Financial
South Carolina
$998K +$450K +8,786 +82%
CP
307
Camelot Portfolios
Ohio
$984K +$984K +19,235 New
CCFCSB
308
Cape Cod Five Cents Savings Bank
Massachusetts
$982K – – –
LA
309
Lifeworks Advisors
Michigan
$970K -$36.4K -711 -4%
SIC
310
Sterling Investment Counsel
New York
$963K -$17.2K -337 -2%
ACM
311
Armbruster Capital Management
New York
$960K +$50.2K +980 +6%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$959K -$5.78M -99,161 -86%
BCFS
313
Butensky & Cohen Financial Security
Florida
$931K +$15K +293 +2%
CIR
314
Clear Investment Research
Georgia
$929K +$70.3K +1,373 +8%
DSC
315
Duncker Streett & Co
Missouri
$928K – – –
NWMG
316
National Wealth Management Group
Ohio
$921K +$617K +12,048 +203%
HGA
317
Hobbs Group Advisors
South Carolina
$920K -$8.55K -167 -0.9%
BWMG
318
Barnes Wealth Management Group
California
$906K +$83.4K +1,629 +10%
EIA
319
Eldridge Investment Advisors
New Hampshire
$902K +$115K +2,239 +15%
CMMS
320
Comprehensive Money Management Services
Florida
$900K -$6.09K -119 -0.7%
KCPG
321
Kavar Capital Partners Group
Kansas
$896K +$1.02K +20 +0.1%
TCWM
322
Total Clarity Wealth Management
Illinois
$888K -$8.64K -158 -1%
VA
323
VestGen Advisors
Illinois
$887K +$887K +17,339 New
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$881K +$91.8K +2,046 +12%
IAA
325
Independent Advisor Alliance
North Carolina
$880K -$23M -449,608 -96%
11 12
13
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