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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 %
SMC
376
Smith, Moore & Co
Missouri
$664K – – –
BAM
377
Belpointe Asset Management
Nevada
$659K +$356K +6,950 +117%
EFL
378
ERn Financial LLC
Wisconsin
$655K +$13.4K +262 +2%
GWM
379
GSB Wealth Management
Connecticut
$651K +$5.32K +104 +0.8%
PA
380
PFG Advisors
Arizona
$646K -$10.3K -202 -2%
FTWA
381
Fifth Third Wealth Advisors
Ohio
$639K +$259K +5,055 +68%
BlackRock
382
BlackRock
New York
$639K +$44.4K +868 +7%
CFD
383
Creative Financial Designs
Indiana
$634K +$120K +2,354 +23%
GWSG
384
GPS Wealth Strategies Group
Colorado
$626K -$116K -2,261 -16%
TFCP
385
Twin Focus Capital Partners
Massachusetts
$624K – – –
WIA
386
World Investment Advisors
California
$621K +$14.7K +287 +2%
PNC Financial Services Group
387
PNC Financial Services Group
Pennsylvania
$612K +$227K +4,431 +59%
ACM
388
Anfield Capital Management
California
$607K -$3.91M -76,342 -87%
Comerica Bank
389
Comerica Bank
Texas
$605K +$253K +4,948 +72%
CCM
390
Coldstream Capital Management
Washington
$598K -$13.2K -257 -2%
HSA
391
HBK Sorce Advisory
Pennsylvania
$596K +$93.4K +1,825 +19%
FLPIM
392
F.L. Putnam Investment Management
Massachusetts
$588K -$11.6K -227 -2%
IPA
393
Investment Planning Advisors
Georgia
$579K -$2.93M -57,180 -83%
JIC
394
Johnson Investment Counsel
Ohio
$577K +$6.76K +132 +1%
CA
395
Clearstead Advisors
Ohio
$576K +$291K +5,692 +102%
IC
396
IEQ Capital
California
$576K +$53.3K +1,041 +10%
PWP
397
Precedent Wealth Partners
Texas
$569K -$622K -12,157 -52%
DW30
398
Drucker Wealth 3.0
New Jersey
$560K -$114K -2,225 -17%
GFPC
399
Global Financial Private Client
Florida
$551K +$12.4K +243 +2%
DWM
400
Destination Wealth Management
California
$549K +$11K +214 +2%
14 15
16
17 18