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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 %
SAM
601
Smartleaf Asset Management
Massachusetts
$94.4K -$2.72K -50 -3%
GK
602
Graney & King
New York
$92.7K +$54 +1 +0.1%
TFG
603
Team Financial Group
California
$92K +$92K +1,692 New
WTC
604
WhitTier Trust Company
Nevada
$73.4K – – –
PC
605
Promus Capital
Illinois
$72.8K +$72.8K +1,339 New
HIIFS
606
Harel Insurance Investments & Financial Services
Israel
$71K – – –
AIA
607
Armor Investment Advisors
North Carolina
$67.4K – – –
WP
608
WealthShield Partners
North Carolina
$67.4K +$272 +5 +0.4%
SS
609
SBI Securities
Japan
$66K +$870 +16 +1%
PP
610
PrairieView Partners
Minnesota
$59K +$5.63K +105 +11%
ANBT
611
American National Bank & Trust
Texas
$57.6K +$57.6K +1,059 New
Qube Research & Technologies (QRT)
612
Qube Research & Technologies (QRT)
United Kingdom
$56.3K +$56.3K +1,036 New
JWA
613
JFS Wealth Advisors
Pennsylvania
$55.3K +$2.99K +55 +6%
LWMI
614
Legacy Wealth Management (Idaho)
Idaho
$55.3K +$53.5K +985 +3,078%
LIS
615
Legacy Investment Solutions
Idaho
$55.3K +$55.3K +1,017 New
MEG
616
Millstone Evans Group
Colorado
$48.9K – – –
AAP
617
Arax Advisory Partners
Colorado
$48.6K +$36.7K +676 +309%
CIA
618
Cape Investment Advisory
Georgia
$47.2K -$2.18K -40 -4%
RAM
619
Riggs Asset Management
Pennsylvania
$47.1K – – –
AA
620
Ancora Advisors
Ohio
$43.8K – – –
RIL
621
Rothschild Investment LLC
Illinois
$39.5K +$10.8K +198 +37%
MSWA
622
Marshall & Sterling Wealth Advisors
New York
$39K -$35.2K -647 -47%
HT
623
Headlands Technologies
Illinois
$37.9K +$37.9K +697 New
PA
624
Pineridge Advisors
Missouri
$37K +$37K +681 New
WAS
625
Winch Advisory Services
Wisconsin
$34.6K +$163 +3 +0.5%
23 24
25
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