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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 %
RWP
401
Revolve Wealth Partners
New Jersey
$547K -$6.4K -125 -1%
CC
402
Courier Capital
New York
$545K +$150K +2,923 +38%
CWM
403
Congress Wealth Management
Massachusetts
$539K -$2.87K -56 -0.5%
TWP
404
Tyche Wealth Partners
Texas
$539K -$83.8K -1,638 -13%
AFG
405
Atomi Financial Group
New York
$530K +$27.4K +536 +5%
LFS
406
Lutz Financial Services
Nebraska
$529K -$329K -6,432 -38%
GA
407
Goldstein Advisors
Wisconsin
$508K -$432K -8,443 -46%
SFP
408
Strategic Financial Planning
Texas
$496K +$54.3K +1,061 +12%
TDC
409
Thompson Davis & Co
Virginia
$494K +$58.9K +1,150 +14%
Mercer Global Advisors
410
Mercer Global Advisors
Colorado
$491K -$130K -2,542 -21%
Bank of Montreal
411
Bank of Montreal
Ontario, Canada
$486K +$486K +9,488 New
HCWM
412
Hidden Cove Wealth Management
Washington
$481K – – –
NFP
413
Narus Financial Partners
Utah
$474K +$84.7K +1,654 +22%
WCA
414
Westover Capital Advisors
Delaware
$471K -$256 -5 -0.1%
OSNBOA
415
Old Second National Bank of Aurora
Illinois
$469K -$1.59K -31 -0.3%
IPWA
416
International Private Wealth Advisors
California
$468K +$58K +1,134 +14%
AWA
417
Arete Wealth Advisors
Illinois
$468K -$69.2K -1,352 -13%
OWA
418
Outlook Wealth Advisors
Texas
$463K +$40.5K +791 +10%
FDW
419
Fourth Dimension Wealth
Ohio
$461K +$16.9K +330 +4%
TA
420
TFG Advisers
Michigan
$458K +$13K +254 +3%
Bessemer Group
421
Bessemer Group
New Jersey
$454K -$141K -2,750 -24%
CGFA
422
Colton Groome Financial Advisors
North Carolina
$451K +$122K +2,435 +37%
FWP
423
Falcon Wealth Planning
California
$447K +$3.28K +64 +0.7%
CWA
424
Canvas Wealth Advisors
Kansas
$444K -$131K -2,710 -23%
AP
425
Americana Partners
Texas
$442K – – –
15 16
17
18 19