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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 %
MCM
726
Maple Capital Management
Vermont
– – -4,737 Closed
LFG
727
Leverty Financial Group
Wisconsin
– – -4,733 Closed
NWM
728
Napa Wealth Management
California
– – -4,687 Closed
SA
729
Sovran Advisors
California
– – -4,366 Closed
GSEP
730
Golden State Equity Partners
California
– – -4,231 Closed
EGWAG
731
Elwood & Goetz Wealth Advisory Group
Georgia
– – -4,037 Closed
HWM
732
HB Wealth Management
Georgia
– – -4,012 Closed
MSAM
733
Moloney Securities Asset Management
Missouri
– – -3,946 Closed
WT
734
Washington Trust
Rhode Island
– – -1,490 Closed
SIM
735
Synergy Investment Management
Florida
– – -1,466 Closed
PPWM
736
PFG Private Wealth Management
Florida
– – -968 Closed
MFA
737
McClarren Financial Advisors
Pennsylvania
– – -783 Closed
HCP
738
Hexagon Capital Partners
Arkansas
– – -776 Closed
AG
739
AmeriFlex Group
Nevada
– – -601 Closed
GJIA
740
Glass Jacobson Investment Advisors
Maryland
– – -584 Closed
RWM
741
Ruedi Wealth Management
Illinois
– – -181 Closed
DWM
742
Darwin Wealth Management
Florida
– – -165 Closed
HDIM
743
Hanson & Doremus Investment Management
Vermont
– – -88 Closed
Simplex Trading
744
Simplex Trading
Illinois
– – -76 Closed
MAS
745
MPWM Advisory Solutions
Georgia
– – -42 Closed
MG
746
Mather Group
Illinois
– – -33 Closed
TIM
747
Tortoise Investment Management
New York
– – -4 Closed
MIM
748
Marshall Investment Management
Colorado
– – -1 Closed
KGP
749
Keystone Global Partners
Colorado
– – -1 Closed
EA
750
Evolution Advisers
Virginia
$0 15 – –
26 27 28 29
30