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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 %
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$878K -$67.3K -1,315 -7%
Bank of New York Mellon
327
Bank of New York Mellon
New York
$869K +$462K +9,029 +114%
AWA
328
Arkadios Wealth Advisors
Georgia
$857K +$295K +5,763 +52%
HPA
329
High Probability Advisors
New York
$837K +$93.6K +1,828 +13%
HVIA
330
Hudson Valley Investment Advisors
New York
$834K +$108K +2,103 +15%
RSA
331
River Street Advisors
Illinois
$821K +$4.2K +82 +0.5%
ASN
332
Advisory Services Network
Georgia
$821K +$216K +4,222 +36%
Franklin Resources
333
Franklin Resources
California
$820K +$545K +10,648 +198%
SLC
334
Second Line Capital
Louisiana
$810K -$80.6K -1,575 -9%
RPCONE
335
Retirement Planning Company of New England
Rhode Island
$799K +$9.78K +191 +1%
GI
336
Gradient Investments
Minnesota
$796K +$796K +15,552 New
JCIA
337
Jackson Creek Investment Advisors
Colorado
$795K +$13.9K +272 +2%
DWM
338
Denver Wealth Management
Colorado
$791K -$1.74K -34 -0.2%
MCC
339
Money Concepts Capital
Florida
$791K +$42.5K +831 +6%
M
340
MOTCO
Texas
$788K +$788K +15,389 New
EFG
341
Ethos Financial Group
Pennsylvania
$785K – – –
SEA
342
Stegent Equity Advisors
Texas
$785K -$23.3K -456 -3%
BWM
343
BCS Wealth Management
Tennessee
$783K +$29.2K +570 +4%
AA
344
Alesco Advisors
New York
$772K +$233K +4,558 +43%
BIP
345
Blueprint Investment Partners
North Carolina
$769K -$949K -18,544 -55%
AWM
346
Axxcess Wealth Management
California
$766K +$52.9K +1,034 +7%
FFW
347
Fusion Family Wealth
New York
$762K – – –
FMN
348
Financial Management Network
California
$758K -$7.58K -165 -1%
OGF
349
Orin Green Financial
California
$757K +$757K +16,112 New
JPG
350
Jordan Park Group
California
$752K – – –
12 13
14
15 16