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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 %
VC
351
Vicus Capital
Pennsylvania
$749K +$18.7K +366 +3%
GM
352
GeoWealth Management
Illinois
$743K -$2.2M -42,992 -75%
AA
353
Advisory Alpha
Michigan
$741K +$34.6K +677 +5%
Jones Financial Companies
354
Jones Financial Companies
Missouri
$739K +$450K +8,822 +156%
IWMA
355
Ironwood Wealth Management (Arizona)
Arizona
$729K -$38K -742 -5%
SMA
356
Sage Mountain Advisors
Georgia
$722K – – –
Empower Advisory Group
357
Empower Advisory Group
Colorado
$716K -$12.3K -241 -2%
AFG
358
Arkansas Financial Group
Arkansas
$713K – – –
P
359
&Partners
Tennessee
$712K +$712K +13,953 New
MWM
360
MGB Wealth Management
Texas
$707K -$18.8K -368 -3%
AF
361
Aldebaran Financial
$707K +$16.1K +315 +2%
CAG
362
Csenge Advisory Group
Florida
$702K +$52K +1,080 +8%
AG
363
Ascent Group
Virginia
$698K -$66.2K -1,294 -9%
WFAG
364
Worth Financial Advisory Group
North Carolina
$698K -$132K -2,582 -16%
Truist Financial
365
Truist Financial
North Carolina
$695K +$166K +3,247 +31%
WPC
366
White Pine Capital
Minnesota
$691K – – –
LGW
367
Leslie Global Wealth
Illinois
$688K -$1.33M -26,053 -66%
GL
368
Graypoint LLC
New York
$684K +$11.3K +220 +2%
NA
369
Novus Advisors
South Carolina
$684K +$56.9K +1,111 +9%
BCG
370
Breakwater Capital Group
New Jersey
$683K +$379K +7,406 +125%
WIM
371
WealthPlan Investment Management
Nebraska
$678K -$4.86K -95 -0.7%
RCA
372
Ranch Capital Advisors
Florida
$677K +$16.2K +317 +2%
NCMW
373
Northern Capital Management (Washington)
Washington
$677K +$110K +2,141 +19%
FMI
374
F/M Investments
District of Columbia
$673K -$6.2K -121 -0.9%
CAM
375
Cresset Asset Management
Illinois
$670K -$35.4K -691 -5%
13 14
15
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