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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 %
VWM
676
VCI Wealth Management
Missouri
– -$955K -17,456 Closed
ACP
677
Aveo Capital Partners
Colorado
– -$951K -17,391 Closed
RPSA
678
Richard P. Slaughter Associates
Texas
– -$880K -16,090 Closed
IF
679
Intrua Financial
Texas
– -$871K -15,927 Closed
HIF
680
Hill Island Financial
Michigan
– -$642K -11,737 Closed
EFS
681
Econ Financial Services
Pennsylvania
– -$487K -8,905 Closed
APA
682
Astoria Portfolio Advisors
New York
– -$489K -8,828 Closed
JWCA
683
J.W. Cole Advisors
Florida
– -$437K -7,997 Closed
CIA
684
Compass Ion Advisors
Pennsylvania
– -$418K -7,648 Closed
Qube Research & Technologies (QRT)
685
Qube Research & Technologies (QRT)
United Kingdom
– -$385K -7,036 Closed
WIC
686
Woodmont Investment Counsel
Tennessee
– -$360K -6,581 Closed
Fisher Asset Management
687
Fisher Asset Management
Washington
– -$320K -5,849 Closed
AA
688
Armis Advisers
Georgia
– -$302K -5,514 Closed
ML
689
Mayport LLC
Massachusetts
– -$269K -4,913 Closed
MCM
690
Mainstream Capital Management
California
– -$265K -4,843 Closed
SEIA
691
Signature Estate & Investment Advisors
California
– -$235K -4,300 Closed
BFG
692
Bleakley Financial Group
New Jersey
– -$225K -4,111 Closed
GWAM
693
Guardian Wealth Advisors (Minnesota)
Minnesota
– -$224K -4,100 Closed
QPWM
694
Quadrant Private Wealth Management
Pennsylvania
– -$223K -4,070 Closed
NG
695
Norden Group
Utah
– -$219K -4,011 Closed
SIA
696
Strategic Investment Advisors
Michigan
– -$217K -3,973 Closed
BCM
697
Brookstone Capital Management
Illinois
– -$217K -3,963 Closed
MLA
698
My Legacy Advisors
Oregon
– -$215K -3,831 Closed
DFG
699
Dynamic Financial Group
Iowa
– -$209K -3,823 Closed
VVP
700
Venture Visionary Partners
Ohio
– -$208K -3,802 Closed
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