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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 %
KOC
26
Koss-Olinger Consulting
Florida
$44.4M +$1.48M +28,952 +3%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$42.9M +$1.04M +20,288 +2%
JFA
28
JNBA Financial Advisors
Minnesota
$42.6M +$3.6M +70,377 +9%
HWA
29
HHM Wealth Advisors
Tennessee
$41.5M +$11.8M +229,939 +40%
ACM
30
AlphaStar Capital Management
North Carolina
$38.5M +$3.33M +65,123 +9%
GLA
31
Good Life Advisors
Pennsylvania
$37.9M +$1.45M +28,367 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$37.4M +$3.83M +74,902 +11%
William Blair & Company
33
William Blair & Company
Illinois
$35.4M +$297K +5,795 +0.8%
Wells Fargo
34
Wells Fargo
California
$33.4M -$2.19M -42,833 -6%
GVAG
35
Great Valley Advisor Group
Delaware
$32.7M -$34.5M -673,871 -51%
SC
36
Savant Capital
Illinois
$31.9M -$15M -292,571 -32%
PWA
37
Peterson Wealth Advisors
Utah
$31.5M +$626K +13,633 +2%
HBT
38
Hills Bank & Trust
Iowa
$31.1M +$1.95M +38,140 +7%
1WM
39
1900 Wealth Management
Texas
$29M +$2.5M +48,783 +9%
WFPG
40
Waller Financial Planning Group
Ohio
$28.8M -$6.09M -119,026 -17%
GWM
41
Geneos Wealth Management
Colorado
$27.1M +$15.1M +294,368 +125%
SLF
42
Sun Life Financial
Ontario, Canada
$25.1M +$25.1M +490,800 New
Ameriprise
43
Ameriprise
Minnesota
$24.9M +$2.35M +45,872 +10%
EH
44
Equitable Holdings
New York
$24.6M +$3.35M +65,507 +16%
RWM
45
RKL Wealth Management
Pennsylvania
$24.6M +$14.1M +275,996 +135%
IPW
46
Impact Partnership Wealth
Georgia
$23M +$5.21M +101,791 +29%
AssetMark Inc
47
AssetMark Inc
California
$22.6M +$76.9K +1,503 +0.3%
OFS
48
OneAscent Financial Services
Alabama
$21.9M -$385K -7,485 -2%
FFA
49
Farther Finance Advisors
California
$21.6M +$5.55M +107,824 +34%
MML Investors Services
50
MML Investors Services
Massachusetts
$21.2M +$3.22M +62,861 +18%
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