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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 %
RF
676
Rossby Financial
Florida
$4.62K – – –
FWP
677
FAS Wealth Partners
Kansas
$4.46K -$598 -11 -12%
1IA
678
1620 Investment Advisors
Massachusetts
$4.08K +$4.08K +75 New
CWA
679
Carolina Wealth Advisors
South Carolina
$3.81K – – –
WWM
680
Woodside Wealth Management
Massachusetts
$3.59K – – –
SHIM
681
Stone House Investment Management
Pennsylvania
$3.15K -$102K -1,879 -97%
MCA
682
Maryland Capital Advisors
Maryland
$2.99K -$11.1K -205 -79%
JFGIW
683
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.94K – – –
CB
684
Community Bank
New York
$2.45K +$2.45K +45 New
SIS
685
Sound Income Strategies
Florida
$2.35K +$2.35K +43 New
IHWM
686
Iron Horse Wealth Management
Iowa
$2.28K – – –
BNP Paribas Financial Markets
687
BNP Paribas Financial Markets
France
$1.69K +$1.69K +31 New
BBHC
688
Brown Brothers Harriman & Co
New York
$1.47K – – –
CSC
689
Caldwell Sutter Capital
California
$1.31K – – –
AIC
690
Archer Investment Corporation
Indiana
$1.31K +$1.31K +24 New
RPCA
691
Running Point Capital Advisors
California
$1.25K – – –
FGA
692
Fortis Group Advisors
New Jersey
$1.09K – – –
BCMLT
693
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K -$12K -219 -92%
RIA
694
Realta Investment Advisors
Delaware
$979 – – –
CVM
695
Cheviot Value Management
California
$822 – – –
KHC
696
Koesten Hirschmann & Crabtree
Kansas
$762 – – –
NC
697
NewSquare Capital
Pennsylvania
$544 – – –
PMFA
698
Plante Moran Financial Advisors
Michigan
$326 +$326 +6 New
PWAM
699
Private Wealth Asset Management
Iowa
$272 +$272 +5 New
MPW
700
MASECO Private Wealth
$218 +$218 +4 New
26 27
28
29 30