We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

722 hedge funds and large institutions have $11.6B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 297 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 47

28% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 232

9% more capital invested

Capital invested by funds: $10.6B → $11.6B (+$968M)

7% more funds holding

Funds holding: 677722 (+45)

0.13% more ownership

Funds ownership: 88.18%88.31% (+0.13%)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

Holders
722
Holders Change
+45
Holders Change %
+6.65%
% of All Funds
9.51%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
0.7%
New
101
Increased
297
Reduced
232
Closed
47
Calls
$609K
Puts
Net Calls
+$609K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Lockerman Financial Group
California
$464K +$24.4K +474 +6%
BWFA
452
Baltimore-Washington Financial Advisors
Maryland
$457K -$7K -136 -2%
MCM
453
MAI Capital Management
Ohio
$456K +$6.44K +125 +2%
EFG
454
Elios Financial Group
Ohio
$454K +$1.29K +25 +0.3%
FPW
455
Flagship Private Wealth
Massachusetts
$449K +$1.91K +37 +0.5%
SAS
456
SMI Advisory Services
Indiana
$444K -$979 -19 -0.2%
FWP
457
Falcon Wealth Planning
California
$437K -$36.4K -707 -8%
SAM
458
Securian Asset Management
Minnesota
$435K +$221K +4,300 +116%
SPC
459
Sigma Planning Corp
Michigan
$434K -$52 -1 -0%
SI
460
Seeds Investor
New York
$433K +$410K +7,960 New
USCWA
461
U.S. Capital Wealth Advisors
Texas
$428K
AC
462
Apella Capital
Connecticut
$420K +$76.2K +1,480 +24%
EW
463
Evoke Wealth
California
$419K
SPIA
464
Steward Partners Investment Advisory
New York
$418K +$312K +6,065 +372%
GWAG
465
Garrett Wealth Advisory Group
Texas
$418K +$28.7K +558 +8%
TMWM
466
Taylor & Morgan Wealth Management
Michigan
$416K +$394K +7,658 New
HIA
467
Harbor Investment Advisory
Maryland
$414K -$15.6K -302 -4%
Neuberger Berman Group
468
Neuberger Berman Group
New York
$414K +$392K +7,604 New
CAM
469
Cresset Asset Management
Illinois
$413K -$283K -5,498 -42%
SWM
470
Silverlake Wealth Management
Vermont
$413K +$391K +7,597 New
SL
471
SFM LLC
New Hampshire
$410K
LWMNY
472
Landmark Wealth Management (New York)
New York
$408K +$40.1K +778 +12%
IWN
473
Independent Wealth Network
Iowa
$406K +$6.13K +119 +2%
Baird Financial Group
474
Baird Financial Group
Wisconsin
$405K -$4.12K -80 -1%
DC
475
Davenport & Co
Virginia
$405K +$52K +1,010 +16%

SPMD Hedge Fund Activity: Q2 2025 in Review

722 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2025, worth a combined $11.6B — up 9.1% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SPMD positions and 47 closed out — a net gain of 54 holders — while 297 added to existing stakes and 232 trimmed.

The largest buyer was Creative Planning, adding an estimated $151M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $97.2M.

  • 722 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2025, up from 677 in Q1 2025.
  • Funds reported $11.6B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 101 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2025 and 47 closed out, a net change of +54 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2025 was Creative Planning, an estimated $151M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $97.2M sold.

Based on aggregated 13F filings for Q2 2025.