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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 %
NS
551
NBC Securities
Alabama
$167K +$167K +3,275 +109,167%
JFG
552
JDM Financial Group
Texas
$166K -$26K -508 -14%
PFM
553
Phillips Financial Management
Indiana
$164K – – –
NFSG
554
Newbridge Financial Services Group
Florida
$161K +$409 +8 +0.3%
KFP
555
Keener Financial Planning
Texas
$154K – – –
RWPA
556
Richard W. Paul & Associates
Michigan
$150K +$8.91K +174 +6%
SWM
557
Spire Wealth Management
Virginia
$141K +$34.3K +671 +32%
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$138K +$17K +333 +14%
S
559
SignatureFD
Georgia
$136K -$40.6K -793 -23%
FRA
560
Front Row Advisors
California
$127K – – –
PAG
561
Paladin Advisory Group
Iowa
$119K -$9.57K -187 -7%
MFA
562
McClarren Financial Advisors
Pennsylvania
$118K -$229K -1,518 -66%
CF
563
Collier Financial
Colorado
$113K +$105K +2,045 +1,203%
MAFA
564
MJT & Associates Financial Advisory
Minnesota
$103K +$103K +2,013 New
SHIM
565
Stone House Investment Management
Pennsylvania
$99.1K +$99.1K +1,937 New
WT
566
Whittier Trust
California
$94.7K – – –
SAM
567
Smartleaf Asset Management
Massachusetts
$91.2K +$28.8K +565 +46%
GK
568
Graney & King
New York
$87.2K -$39.8K -777 -31%
SPIA
569
Steward Partners Investment Advisory
New York
$83.4K +$614 +12 +0.7%
WT
570
Washington Trust
Rhode Island
$76.3K – – –
SIM
571
Synergy Investment Management
Florida
$75K +$1.28K +25 +2%
MSWA
572
Marshall & Sterling Wealth Advisors
New York
$69.8K +$69.8K +1,364 New
WTC
573
WhitTier Trust Company
Nevada
$69.1K -$9.72K -190 -12%
AC
574
AlphaCore Capital
California
$68.4K +$68.4K +1,335 New
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$66K +$40.6K +800 +160%
21 22
23
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