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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

703 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 97 funds opening new positions, 291 increasing their positions, 227 reducing their positions, and 46 closing their positions.

Holders
703
Holders Change
+35
Holders Change %
+5.24%
% of All Funds
9.44%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.7%
New
97
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 Market Value Shares Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$25.4M 467,824 -156,213 -25%
MML Investors Services
52
MML Investors Services
Massachusetts
$25M 460,627 +46,488 +11%
AssetMark Inc
53
AssetMark Inc
California
$24.1M 442,486 +1,808 +0.4%
OFS
54
OneAscent Financial Services
Alabama
$23.9M 434,356 +7,848 +2%
CWM
55
Cahaba Wealth Management
Georgia
$23.6M 433,645 +110,641 +34%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$22.9M 420,465 +22,090 +6%
CBT
57
Crews Bank & Trust
Florida
$21.7M 399,113 +19,067 +5%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$21.7M 398,243 +29,190 +8%
DJSG
59
D.J. St. Germain
Massachusetts
$21.6M 396,454 +42,776 +12%
FSG
60
Financial Strategies Group
Michigan
$21.4M 384,152 +16,061 +4%
RWM
61
Reston Wealth Management
Virginia
$20.6M 377,916 +19,930 +6%
FNT
62
First National Trust
Pennsylvania
$19.8M 364,101 -4,414 -1%
WA
63
Waverly Advisors
Alabama
$19.3M 354,542 +17,215 +5%
DWM
64
Dakota Wealth Management
Florida
$18.9M 347,726 +120,609 +53%
STA
65
Summit Trail Advisors
New York
$16.8M 309,465 -25,056 -7%
Mariner
66
Mariner
Kansas
$16.6M 305,646 +27,204 +10%
PCM
67
Penserra Capital Management
California
$16.4M 301,825 +7,650 +3%
EIG
68
Ellenbecker Investment Group
Wisconsin
$16M 294,863 +56,461 +24%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$15.7M 289,056 +14,655 +5%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$15.6M 285,956 +26,994 +10%
FGC
71
Financial Gravity Companies
Texas
$15.4M 283,724 +283,724 New
SFP
72
Shepherd Financial Partners
Massachusetts
$15.3M 281,857 +6,555 +2%
GWM
73
Geneos Wealth Management
Colorado
$15.3M 280,444 -249,470 -47%
NPI
74
New Perspectives Inc
Mississippi
$14.8M 272,527 +3,062 +1%
EWM
75
Evermay Wealth Management
Virginia
$14.6M 269,232 +30,596 +13%
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