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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 %
Citigroup
701
Citigroup
New York
$163 -$1.47K -27 -90%
CW
702
Curio Wealth
Maryland
$54 -$54 -1 -50%
FW
703
Fairway Wealth
Ohio
$54 – – –
IRAG
704
Investment Research & Advisory Group
Georgia
$54 +$54 +1 New
SWA
705
SOA Wealth Advisors
New York
$54 +$54 +1 New
MPM
706
MBB Public Markets
Illinois
– -$48.2M -942,381 Closed
SLF
707
Sun Life Financial
Ontario, Canada
– -$25.1M -490,800 Closed
TF
708
TLWM Financial
Texas
– -$18M -351,963 Closed
TC
709
TownSquare Capital
Utah
– -$12.1M -236,256 Closed
PI
710
Pachira Investments
California
– -$8.25M -161,635 Closed
PRS
711
Pinkerton Retirement Specialists
Idaho
– -$7.99M -156,032 Closed
SFI
712
SPC Financial Inc
Maryland
– -$6.24M -121,909 Closed
GS
713
GTS Securities
New York
– -$1.38M -26,877 Closed
SIAS
714
Summit Investment Advisory Services
Minnesota
– -$1.27M -24,764 Closed
SAA
715
Southeast Asset Advisors
Georgia
– -$1.17M -22,950 Closed
CP
716
Camelot Portfolios
Ohio
– -$984K -19,235 Closed
BIP
717
Blueprint Investment Partners
North Carolina
– -$769K -15,020 Closed
WCA
718
Westover Capital Advisors
Delaware
– -$471K -9,206 Closed
AWS
719
Atria Wealth Solutions
New York
– -$375K -7,319 Closed
PFBT
720
Parkside Financial Bank & Trust
Missouri
– -$350K -6,844 Closed
PD
721
Planning Directions
Pennsylvania
– -$334K -6,534 Closed
AIA
722
Allied Investment Advisors
Montana
– -$292K -5,714 Closed
AWM
723
Ariadne Wealth Management
California
– -$292K -5,655 Closed
GS
724
GWN Securities
Florida
– -$286K -5,590 Closed
TF
725
TME Financial
California
– -$280K -5,468 Closed
27 28
29
30 31