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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 %
BWP
476
Balboa Wealth Partners
Arizona
$315K +$42.6K +832 +16%
HH
477
Hilltop Holdings
Texas
$314K +$48.9K +955 +18%
MAM
478
Mystic Asset Management
Rhode Island
$311K +$56.8K +1,110 +22%
WAOTB
479
Wealth Advisors of Tampa Bay
Florida
$311K – – –
BI
480
Beckerman Institutional
New Jersey
$311K – – –
AC
481
Apella Capital
Connecticut
$299K +$540 +11 +0.2%
LFS
482
Legacy Financial Strategies
Kansas
$299K +$24.2K +473 +9%
DWM
483
Diversify Wealth Management
Utah
$297K +$1K +20 +0.3%
SFG
484
Sovereign Financial Group
Connecticut
$297K – – –
EC
485
Estate Counselors
Wisconsin
$296K +$296K +5,780 New
AIA
486
Allied Investment Advisors
Montana
$292K +$292K +5,714 New
AWM
487
Ariadne Wealth Management
California
$292K – – –
VPP
488
Vertex Planning Partners
Illinois
$290K -$665 -13 -0.2%
M
489
MATAURO
New York
$286K +$25.8K +504 +10%
GS
490
GWN Securities
Florida
$286K +$286K +5,590 New
LA
491
Latitude Advisors
Florida
$286K +$36K +704 +14%
TF
492
TME Financial
California
$280K -$1.47M -28,685 -84%
SFS
493
Sowell Financial Services
Arkansas
$277K +$277K +5,421 New
Renaissance Technologies
494
Renaissance Technologies
New York
$276K -$1.7M -33,300 -86%
BFS
495
BridgePort Financial Solutions
Iowa
$273K +$921 +18 +0.3%
TI
496
Truepoint Inc
Ohio
$271K +$2.87K +56 +1%
UWM
497
USAdvisors Wealth Management
Minnesota
$267K -$138K -2,692 -34%
IF
498
Ironwood Financial
Arizona
$264K +$12.3K +240 +5%
MOS
499
MGO One Seven
Ohio
$262K -$11.4K -223 -4%
DI
500
Diligent Investors
California
$262K – – –
18 19
20
21 22