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

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$255M
2
AG
2
AlTi Global
New York
$201M
3
RA
3
RFG Advisory
Alabama
$31.3M
4
MPM
4
MBB Public Markets
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
626
Transce3nd
Texas
$34.4K +$1.96K +36 +6%
DF
627
DecisionPoint Financial
Arizona
$33.7K – – –
TF
628
Tompkins Financial
New York
$32.1K – – –
HNB
629
Huntington National Bank
Ohio
$31.9K -$30K – –
WIM
630
Westside Investment Management
California
$31.8K – – –
TPWA
631
Twin Peaks Wealth Advisors
California
$31.6K +$31.6K +565 New
WTFG
632
Wood Tarver Financial Group
Idaho
$31K – – –
SN
633
Sittner & Nelson
Oregon
$30.7K – – –
TC
634
Trust Company
Kansas
$30.2K – – –
CTC
635
Central Trust Company
Missouri
$30.1K – – –
CFS
636
Compass Financial Services
Iowa
$29.9K +$29.9K +549 New
GIA
637
GHP Investment Advisors
Colorado
$27.7K +$109 +2 +0.4%
LI
638
LRI Investments
Florida
$27.7K – – –
MWM
639
MorganRosel Wealth Management
Colorado
$27.2K – – –
National Bank of Canada
640
National Bank of Canada
Quebec, Canada
$27.2K – – –
HFS
641
Hantz Financial Services
Michigan
$27K +$27K +501 New
HFS
642
Hopwood Financial Services
Virginia
$26.5K – – –
CFFP
643
Center for Financial Planning
Michigan
$26.2K – – –
BCWM
644
Bartlett & Co Wealth Management
Ohio
$25K – – –
MIA
645
MeadowBrook Investment Advisors
Michigan
$24.1K +$24.1K +444 New
NCM
646
Northwest Capital Management
Oregon
$23.7K -$323K -5,946 -93%
SS
647
Sunbelt Securities
Texas
$23.2K – – –
BIG
648
Brooklyn Investment Group
New York
$20.2K +$20.2K +372 New
CA
649
Crewe Advisors
Utah
$19.1K +$19.1K +352 New
MSG
650
Main Street Group
Virginia
$17.6K -$1.2K -22 -6%
24 25
26
27 28