SPMD icon

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 %
GSEP
526
Golden State Equity Partners
California
$217K -$92.8K -1,813 -30%
MPCL
527
My Personal CFO LLC
Washington
$216K +$6.5K +127 +3%
PS
528
Principal Securities
Iowa
$215K – – –
AIM
529
Acropolis Investment Management
Missouri
$215K +$154 +3 +0.1%
CF
530
Convergence Financial
Missouri
$215K -$1.48K -29 -0.7%
RRA
531
Round Rock Advisors
Connecticut
$213K – – –
PA
532
Parallel Advisors
California
$213K +$213K +4,159 New
FWM
533
ForthRight Wealth Management
Georgia
$212K +$212K +4,149 New
GFWA
534
Grey Fox Wealth Advisors
Delaware
$212K +$205 +4 +0.1%
OPA
535
Old Port Advisors
Maine
$211K -$2.3K -45 -1%
NP
536
NorthRock Partners
Minnesota
$211K -$8.5K -166 -4%
ACM
537
Altrius Capital Management
North Carolina
$210K -$27.9K -545 -12%
SA
538
Sovran Advisors
California
$210K +$33.7K +701 +19%
VAF
539
Values Added Financial
District of Columbia
$208K +$208K +4,056 New
EGWAG
540
Elwood & Goetz Wealth Advisory Group
Georgia
$207K +$207K +4,037 New
HWM
541
HB Wealth Management
Georgia
$205K -$38.1K -745 -16%
TNA
542
True North Advisors
Texas
$205K – – –
HL
543
HeadInvest LLC
Maine
$204K +$204K +3,995 New
DP
544
Denver PWM
Colorado
$202K – – –
MSAM
545
Moloney Securities Asset Management
Missouri
$202K +$614 +12 +0.3%
CCG
546
Capital CS Group
California
$201K +$201K +3,937 New
PA
547
Procyon Advisors
Connecticut
$200K +$10.9K +212 +6%
US Bancorp
548
US Bancorp
Minnesota
$195K +$15.4K +300 +9%
SAM
549
Securian Asset Management
Minnesota
$189K -$102K -2,000 -35%
AT
550
Arlington Trust
Alabama
$176K – – –
20 21
22
23 24