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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 %
BA
626
Bellwether Advisors
Nebraska
$7.73K – – –
LC
627
Lindbrook Capital
California
$6.55K – – –
BL
628
BFSG LLC
California
$6.4K +$6.4K +125 New
FFA
629
Frazier Financial Advisors
Ohio
$5.9K -$51 -1 -0.9%
TRCT
630
Tower Research Capital (TRC)
New York
$5.73K +$5.73K +112 New
RFG
631
REAP Financial Group
Texas
$5.27K – – –
HDIM
632
Hanson & Doremus Investment Management
Vermont
$5K +$5K +88 New
FWP
633
FAS Wealth Partners
Kansas
$4.76K +$563 +11 +13%
AGWCA
634
Annis Gardner Whiting Capital Advisors
Florida
$4.61K – – –
BIM
635
Breakwater Investment Management
Washington
$4.61K – – –
APW
636
Atlantic Private Wealth
North Carolina
$4.59K +$51 +1 +1%
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.39K – – –
RF
638
Rossby Financial
Florida
$4.22K +$4.22K +85 New
GT
639
Glenmede Trust
Pennsylvania
$3.94K -$4.5K -88 -53%
ADL
640
Asset Dedication LLC
California
$3.89K -$154 -3 -4%
CWA
641
Carolina Wealth Advisors
South Carolina
$3.58K – – –
WWM
642
Woodside Wealth Management
Massachusetts
$3.38K +$3.38K +66 New
IWM
643
IMG Wealth Management
Florida
$3.22K – – –
Simplex Trading
644
Simplex Trading
Illinois
$3K +$355 +9 +13%
JFGIW
645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.76K – – –
IHWM
646
Iron Horse Wealth Management
Iowa
$2.15K -$205 -4 -9%
MAS
647
MPWM Advisory Solutions
Georgia
$2.15K – – –
C
648
Covestor
United Kingdom
$2K +$154 +3 +8%
CJH
649
Christopher J. Hasenberg
Wisconsin
$1.85K – – –
VWM
650
Vermillion Wealth Management
Minnesota
$1.75K +$1.75K +34 New
24 25
26
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