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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 %
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$20.4M +$1.25M +24,483 +7%
Corient Private Wealth
52
Corient Private Wealth
Florida
$19.9M +$125K +2,438 +0.6%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$19.8M +$1.53M +29,922 +8%
UCFA
54
United Capital Financial Advisors
Texas
$19.8M +$16.7M +325,442 +532%
CBT
55
Crews Bank & Trust
Florida
$19.5M +$135K +2,634 +0.7%
RIS
56
Retirement Income Solutions
Michigan
$19.3M +$8.18M +159,786 +74%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$18.9M +$434K +8,481 +2%
FNT
58
First National Trust
Pennsylvania
$18.9M +$5.12K +100 +0%
RWM
59
Reston Wealth Management
Virginia
$18.3M -$43.8K -855 -0.2%
DJSG
60
D.J. St. Germain
Massachusetts
$18.1M +$1.33M +25,898 +8%
TF
61
TLWM Financial
Texas
$18M -$85.2K -1,664 -0.5%
AOI
62
Auto-Owners Insurance
Michigan
$17.8M -$61.6M -1,031,707 -78%
FSG
63
Financial Strategies Group
Michigan
$17.7M +$195K +4,046 +1%
WA
64
Waverly Advisors
Alabama
$17.3M +$1.8M +35,233 +12%
STA
65
Summit Trail Advisors
New York
$17.1M -$204K -3,982 -1%
CWM
66
Cahaba Wealth Management
Georgia
$16.5M +$344K +6,719 +2%
NSAM
67
North Star Asset Management
Wisconsin
$16.2M -$1.97M -38,540 -11%
Raymond James Financial
68
Raymond James Financial
Florida
$15.7M +$1.95M +38,070 +14%
PCM
69
Penserra Capital Management
California
$15.1M +$15.1M +294,175 New
CNC
70
Citizens & Northern Corp
Pennsylvania
$14.9M +$547K +10,682 +4%
Mariner
71
Mariner
Kansas
$14.2M +$5.18M +101,143 +57%
SFP
72
Shepherd Financial Partners
Massachusetts
$14.1M +$13.6M +264,931 +2,555%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$14M +$1.33M +25,995 +10%
NPI
74
New Perspectives Inc
Mississippi
$13.8M +$448K +8,763 +3%
SCM
75
Sollinda Capital Management
Florida
$13.7M -$731K -14,278 -5%
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