SPMD icon

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 %
MG
651
Mather Group
Illinois
$1.69K +$1.69K +33 New
LWMI
652
Legacy Wealth Management (Idaho)
Idaho
$1.64K -$6.09K -119 -79%
Citigroup
653
Citigroup
New York
$1.54K +$1.33K +26 +650%
BBHC
654
Brown Brothers Harriman & Co
New York
$1.38K – – –
S
655
Sachetta
Massachusetts
$1.38K -$408 -8 -23%
CSC
656
Caldwell Sutter Capital
California
$1.23K – – –
RPCA
657
Running Point Capital Advisors
California
$1.18K – – –
FGA
658
Fortis Group Advisors
New Jersey
$1.02K +$1.02K +20 New
RIA
659
Realta Investment Advisors
Delaware
$921 -$2.25K -44 -71%
CVM
660
Cheviot Value Management
California
$770 +$770 +15 New
KHC
661
Koesten Hirschmann & Crabtree
Kansas
$717 – – –
NC
662
NewSquare Capital
Pennsylvania
$512 -$3.58K -70 -88%
Q1WB
663
Quest 10 Wealth Builders
Virginia
$307 -$71.4K -1,396 -100%
CAWM
664
Capital A Wealth Management
Pennsylvania
$205 -$359 -7 -64%
TIM
665
Tortoise Investment Management
New York
$205 – – –
MIM
666
Marshall Investment Management
Colorado
$51 +$51 +1 New
FW
667
Fairway Wealth
Ohio
$51 +$51 +1 New
KGP
668
Keystone Global Partners
Colorado
$51 +$51 +1 New
SF
669
Symphony Financial
Texas
– -$11.4M -197,752 Closed
LFPWM
670
Leicht Financial Planning & Wealth Management
New Jersey
– -$5.96M -108,945 Closed
HC
671
Headland Capital
South Carolina
– -$5.41M -98,992 Closed
RCAG
672
Rehmann Capital Advisory Group
Michigan
– -$2.62M -47,865 Closed
FDCDDQ
673
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.03M -37,207 Closed
MC
674
Moors & Cabot
Massachusetts
– -$1.36M -24,944 Closed
BWG
675
Beta Wealth Group
California
– -$1.2M -21,875 Closed
25 26
27
28 29