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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 %
KWA
451
Kingswood Wealth Advisors
California
$372K -$23.2K -454 -6%
SFFS
452
Stonehage Fleming Financial Services
Jersey
$372K +$372K +7,275 New
SAS
453
SMI Advisory Services
Indiana
$371K -$16.5K -360 -4%
SP
454
Stablepoint Partners
Massachusetts
$371K -$35.2K -688 -9%
GWAG
455
Garrett Wealth Advisory Group
Texas
$364K +$26.3K +513 +8%
MWM
456
Marion Wealth Management
Pennsylvania
$364K -$111K -2,163 -23%
SSB
457
Sandy Spring Bank
Maryland
$358K +$57.9K +1,132 +19%
SA
458
Scarborough Advisors
Maryland
$358K -$20K -390 -5%
AMM
459
American Money Management
California
$354K -$870 -17 -0.2%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$350K +$563 +11 +0.2%
SW
461
Simplicity Wealth
New Jersey
$350K – – –
LWMNY
462
Landmark Wealth Management (New York)
New York
$345K +$90.3K +1,762 +35%
SPA
463
Sentinel Pension Advisors
Massachusetts
$345K +$1.18K +23 +0.3%
LFA
464
Laraway Financial Advisors
Minnesota
$344K -$1.95K -38 -0.6%
SAG
465
SageView Advisory Group
California
$341K -$17.2K -336 -5%
Chevy Chase Trust
466
Chevy Chase Trust
Maryland
$336K – – –
HAM
467
Harmony Asset Management
Arizona
$335K -$23.8K -465 -7%
IAG
468
Investmark Advisory Group
Connecticut
$334K – – –
PD
469
Planning Directions
Pennsylvania
$334K +$334K +6,534 New
SWA
470
Sax Wealth Advisors
New Jersey
$330K +$8.5K +166 +3%
DC
471
Davenport & Co
Virginia
$329K +$80.9K +1,581 +33%
NCM
472
Northwest Capital Management
Oregon
$327K +$98.3K +1,921 +43%
OCM
473
Orion Capital Management
California
$317K -$3.79K -74 -1%
IWM
474
Iams Wealth Management
Nebraska
$317K +$18.4K +360 +6%
MYIA
475
Mount Yale Investment Advisors
Colorado
$315K +$116K +2,264 +58%
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