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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

703 hedge funds and large institutions have $11.4B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 291 increasing their positions, 227 reducing their positions, and 46 closing their positions.

Holders
703
Holders Change
+35
Holders Change %
+5.24%
% of All Funds
9.44%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.7%
New
97
Increased
291
Reduced
227
Closed
46
Calls
$609K
Puts
–
Net Calls
+$609K
Net Calls Change
-$77K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$4.52B
2
ETC
2
Exchange Traded Concepts
Oklahoma
$94.1M
3
Betterment LLC
3
Betterment LLC
New York
$1.04B
4
AOI
4
Auto-Owners Insurance
Michigan
$56.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$34.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$255M
2
AG
2
AlTi Global
New York
$201M
3
RA
3
RFG Advisory
Alabama
$31.3M
4
MPM
4
MBB Public Markets
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$49.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$48.8M 896,715 -273,189 -23%
KOC
27
Koss-Olinger Consulting
Florida
$47.6M 874,665 +6,854 +0.8%
HWA
28
HHM Wealth Advisors
Tennessee
$46.8M 860,852 +49,020 +6%
Corient Private Wealth
29
Corient Private Wealth
Florida
$46.1M 846,902 +458,086 +118%
JFA
30
JNBA Financial Advisors
Minnesota
$45M 827,232 -6,011 -0.7%
UCFA
31
United Capital Financial Advisors
Texas
$44.4M 816,324 +429,673 +111%
GLA
32
Good Life Advisors
Pennsylvania
$44.1M 810,600 +70,252 +9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$41.3M 759,881 +28,364 +4%
ACM
34
AlphaStar Capital Management
North Carolina
$39.2M 720,474 -31,096 -4%
PWA
35
Peterson Wealth Advisors
Utah
$37.9M 696,729 +10,347 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$37.7M 673,664 -165,460 -20%
William Blair & Company
37
William Blair & Company
Illinois
$37.1M 681,911 -10,011 -1%
WFPG
38
Waller Financial Planning Group
Ohio
$36.3M 668,292 +104,707 +19%
GVAG
39
Great Valley Advisor Group
Delaware
$34.7M 638,392 -398 -0.1%
Wells Fargo
40
Wells Fargo
California
$34.7M 637,637 -15,835 -2%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$34.1M 627,323 +610,877 +3,714%
1WM
42
1900 Wealth Management
Texas
$34.1M 626,762 +60,110 +11%
RIS
43
Retirement Income Solutions
Michigan
$32.8M 603,915 +227,354 +60%
RA
44
RFG Advisory
Alabama
$31.3M 576,157 -1,322,579 -70%
BF
45
BOK Financial
Oklahoma
$30.7M 564,777 +444,189 +368%
RWM
46
RKL Wealth Management
Pennsylvania
$30.2M 554,543 +73,729 +15%
EH
47
Equitable Holdings
New York
$28M 515,423 +34,164 +7%
Ameriprise
48
Ameriprise
Minnesota
$27.7M 509,894 +23,350 +5%
IPW
49
Impact Partnership Wealth
Georgia
$26.7M 490,448 +40,226 +9%
GRP
50
Global Retirement Partners
California
$25.8M 474,386 +474,386 New
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