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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 %
QCM
701
QRG Capital Management
Illinois
– -$205K -3,743 Closed
GT
702
Glenview Trust
Kentucky
– -$204K -3,729 Closed
FI
703
Financial Insights
Washington
– -$203K -3,720 Closed
HIP
704
HUB Investment Partners
Texas
– -$203K -3,716 Closed
DA
705
Detalus Advisors
Missouri
– -$202K -3,691 Closed
VF
706
Vestment Financial
Minnesota
– -$202K -3,679 Closed
GLA
707
Great Lakes Advisors
Illinois
– -$200K -3,662 Closed
VWWMG
708
Vermillion & White Wealth Management Group
Pennsylvania
– -$182K -3,331 Closed
MRP
709
Measured Risk Portfolios
California
– -$135K -2,477 Closed
OA
710
Operose Advisors
Wisconsin
– -$125K -2,283 Closed
BHWM
711
Beaird Harris Wealth Management
Texas
– -$125K -2,278 Closed
PA
712
Pineridge Advisors
Missouri
– -$123K -2,258 Closed
CP
713
Castleview Partners
Texas
– -$107K -1,955 Closed
VAG
714
VisionPoint Advisory Group
Texas
– -$69.4K -1,272 Closed
WWA
715
Wingate Wealth Advisors
Massachusetts
– -$69K -1,261 Closed
CJ
716
Caitlin John
Michigan
– -$55.4K -1,013 Closed
CPL
717
Capital & Planning LLC
Georgia
– -$54.6K -997 Closed
CAS
718
Coppell Advisory Solutions
Texas
– -$50.9K -932 Closed
CFGS
719
Concourse Financial Group Securities
Alabama
– -$25.8K -449 Closed
BTI
720
Blue Trust Inc
Georgia
– -$14K -256 Closed
HWM
721
Hemington Wealth Management
Virginia
– -$13K -250 Closed
GTAM
722
Global Trust Asset Management
Florida
– -$10.3K -189 Closed
Deutsche Bank
723
Deutsche Bank
Germany
– -$7.22K -132 Closed
NMG
724
New Millennium Group
Utah
– -$4.65K -85 Closed
VHAM
725
Van Hulzen Asset Management
California
– -$3.17K -58 Closed
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