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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 %
CAL
501
Capital Advisors Ltd
Ohio
$261K – – –
CCWM
502
Cassaday & Co Wealth Management
Virginia
$259K -$46K -898 -15%
VCM
503
Virtue Capital Management
Tennessee
$257K +$257K +5,018 New
RWM
504
Ritholtz Wealth Management
New York
$254K -$870 -17 -0.3%
EA
505
Eclectic Associates
California
$252K +$307 +6 +0.1%
MWM
506
Mattern Wealth Management
Kansas
$251K – – –
WP
507
WealthPLAN Partners
Nebraska
$251K +$972 +19 +0.4%
PWA
508
PCG Wealth Advisors
Kansas
$248K – – –
MCA
509
MSH Capital Advisors
Arizona
$246K -$51 -1 -0%
ORG
510
Optimist Retirement Group
Washington
$246K +$154 +3 +0.1%
MCM
511
Maple Capital Management
Vermont
$242K +$242K +4,737 New
LFG
512
Leverty Financial Group
Wisconsin
$242K +$242K +4,733 New
NWM
513
Napa Wealth Management
California
$240K +$512 +10 +0.2%
TP
514
Tranquility Partners
Tennessee
$239K -$14.5K -283 -6%
CA
515
Continuum Advisory
Idaho
$238K -$36.2K -707 -13%
FOA
516
Five Oceans Advisors
California
$238K -$68.5K -1,338 -22%
CPRC
517
Consolidated Portfolio Review Corp
New York
$231K -$307 -6 -0.1%
SAI
518
Savvy Advisors Inc
New York
$229K +$229K +4,481 New
FIA
519
Foundations Investment Advisors
Arizona
$229K -$7.29M -142,497 -97%
MWM
520
Meridian Wealth Management
Kentucky
$227K -$7.32K -143 -3%
SPAS
521
Spectrum Planning & Advisory Services
California
$226K +$154 +3 +0.1%
EWA
522
EP Wealth Advisors
California
$226K -$10.1K -198 -4%
RBFC
523
Roman Butler Fullerton & Co
Missouri
$225K +$5.3K +110 +2%
BP
524
Ballentine Partners
Massachusetts
$217K – – –
Lido Advisors
525
Lido Advisors
California
$217K +$217K +4,246 New
19 20
21
22 23