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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 %
BWFA
426
Baltimore-Washington Financial Advisors
Maryland
$437K -$2.41K -47 -0.5%
BJL
427
Brighton Jones LLC
Washington
$434K +$98.6K +1,926 +29%
AWM
428
Apollon Wealth Management
South Carolina
$432K -$7.99K -156 -2%
EFG
429
Elios Financial Group
Ohio
$426K -$1.74K -34 -0.4%
MCM
430
MAI Capital Management
Ohio
$422K -$25.9K -507 -6%
FPW
431
Flagship Private Wealth
Massachusetts
$420K -$77.7K -1,519 -16%
MPW
432
Magnolia Private Wealth
Pennsylvania
$419K – – –
W
433
WorthPointe
California
$412K +$71K +1,388 +21%
LFG
434
Lockerman Financial Group
California
$412K +$191K +3,735 +86%
CA
435
Claro Advisors
Massachusetts
$408K +$68.6K +1,341 +20%
SPC
436
Sigma Planning Corp
Michigan
$408K -$4.35K -85 -1%
HIA
437
Harbor Investment Advisory
Maryland
$405K +$19.5K +381 +5%
FFL
438
Financial Freedom LLC
Ohio
$404K +$870 +17 +0.2%
USCWA
439
U.S. Capital Wealth Advisors
Texas
$403K – – –
TIAM2
440
Tru Independence Asset Management 2
Oregon
$402K +$402K +7,862 New
VBFP
441
Valtinson Bruner Financial Planning
Minnesota
$397K +$11.2K +218 +3%
PCIA
442
Prime Capital Investment Advisors
Kansas
$395K +$64.4K +1,259 +19%
EW
443
Evoke Wealth
California
$394K -$13.7K -267 -3%
SL
444
SFM LLC
New Hampshire
$386K -$26.8K -523 -6%
Baird Financial Group
445
Baird Financial Group
Wisconsin
$385K +$8.65K +169 +2%
CWMGP
446
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$383K -$893K -17,445 -70%
LFAS
447
Level Four Advisory Services
Texas
$379K -$29.4K -574 -7%
IWN
448
Independent Wealth Network
Iowa
$376K +$14.6K +285 +4%
OFG
449
Opulen Financial Group
Virginia
$375K +$1.28K +25 +0.3%
AWS
450
Atria Wealth Solutions
New York
$375K -$424K -8,292 -53%
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