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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

705 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 98 funds opening new positions, 291 increasing their positions, 227 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+37
Holders Change %
+5.54%
% of All Funds
9.46%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.7%
New
98
Increased
291
Reduced
227
Closed
46
Calls
$609K
Puts
–
Net Calls
+$609K
Net Calls Change
-$77K

Top Buyers

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

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$255M
2
AG
AlTi Global
New York
$201M
3
RA
RFG Advisory
Alabama
$31.3M
4
MPM
MBB Public Markets
Illinois
$0
5
Goldman Sachs
Goldman Sachs
New York
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
526
Cassaday & Co Wealth Management
Virginia
$275K +$218 +4 +0.1%
FIA
527
Foundations Investment Advisors
Arizona
$274K +$31.2K +574 +13%
MWM
528
Mattern Wealth Management
Kansas
$267K – – –
IF
529
Ironwood Financial
Arizona
$264K – – –
PWA
530
PCG Wealth Advisors
Kansas
$263K – – –
FOA
531
Five Oceans Advisors
California
$262K +$8.92K +164 +4%
ORG
532
Optimist Retirement Group
Washington
$261K +$218 +4 +0.1%
PCIA
533
Prime Capital Investment Advisors
Kansas
$260K -$160K -2,944 -38%
WAM
534
Worth Asset Management
Texas
$254K +$254K +4,672 New
MFS
535
Mattson Financial Services
Michigan
$253K +$231K +4,242 +1,030%
SPAS
536
Spectrum Planning & Advisory Services
California
$251K +$10.1K +185 +4%
FA
537
Fiduciary Alliance
South Carolina
$250K +$250K +4,600 New
ZIM
538
Zacks Investment Management
Illinois
$250K +$250K +4,599 New
TP
539
Tranquility Partners
Tennessee
$250K -$4.08K -75 -2%
MF
540
Midwestern Financial
Iowa
$249K +$249K +4,573 New
BCM
541
Brookstone Capital Management
Illinois
$244K +$244K +4,480 New
JWM
542
JGP Wealth Management
Oregon
$240K +$240K +4,420 New
CPRC
543
Consolidated Portfolio Review Corp
New York
$239K -$6.25K -115 -3%
BWS
544
Broadway Wealth Solutions
Texas
$236K -$4.41M -81,168 -95%
KAS
545
KPP Advisory Services
Kentucky
$234K +$234K +4,299 New
FWM
546
ForthRight Wealth Management
Georgia
$231K +$5.82K +107 +3%
BP
547
Ballentine Partners
Massachusetts
$231K – – –
MPCL
548
My Personal CFO LLC
Washington
$230K – – –
AIM
549
Acropolis Investment Management
Missouri
$229K +$218 +4 +0.1%
Brown Advisory
550
Brown Advisory
Maryland
$228K +$228K +4,192 New
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