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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.

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 %
BTI
651
Blue Trust Inc
Georgia
$16.6K +$16.6K +305 New
CAM
652
Creekmur Asset Management
Illinois
$14.9K – – –
NRWA
653
North Ridge Wealth Advisors
Oregon
$14.1K +$14.1K +260 New
BDPWM
654
Barnes Dennig Private Wealth Management
Ohio
$14K +$14K +257 New
EWA
655
EverSource Wealth Advisors
Alabama
$13K -$1.79K -33 -12%
ACA
656
Atlas Capital Advisors
Wyoming
$12.2K -$15.7K -289 -56%
SHF
657
Safe Harbor Fiduciary
Florida
$11.6K +$2.67K +49 +30%
OC
658
Oakworth Capital
Alabama
$10.8K – – –
FMTCOCP
659
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
SWP
660
Strategic Wealth Partners
Ohio
$9.3K +$9.3K +171 New
CMP
661
Coston McIsaac & Partners
Maine
$9K – – –
HIA
662
HFM Investment Advisors
New Jersey
$8.29K -$218 -4 -3%
BA
663
Bellwether Advisors
Nebraska
$8.21K – – –
BFO
664
Biltmore Family Office
North Carolina
$7.4K +$7.4K +136 New
C
665
Covestor
United Kingdom
$7K +$4.82K +86 +221%
BL
666
BFSG LLC
California
$6.8K – – –
FFA
667
Frazier Financial Advisors
Ohio
$6.29K +$54 +1 +0.9%
RFG
668
REAP Financial Group
Texas
$5.6K – – –
VWM
669
Vermillion Wealth Management
Minnesota
$5.14K +$3.28K +60 +176%
AGWCA
670
Annis Gardner Whiting Capital Advisors
Florida
$4.9K – – –
BIM
671
Breakwater Investment Management
Washington
$4.9K – – –
APW
672
Atlantic Private Wealth
North Carolina
$4.89K – – –
LWCFA
673
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.89K – – –
ADL
674
Asset Dedication LLC
California
$4.79K +$653 +12 +16%
IWM
675
IMG Wealth Management
Florida
$4.73K +$1.31K +24 +38%
25 26
27
28 29