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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
9.45%
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
Creative Planning
Kansas
+$159M
2
ETC
Exchange Traded Concepts
Oklahoma
+$94.1M
3
Betterment LLC
Betterment LLC
New York
+$69.1M
4
AOI
Auto-Owners Insurance
Michigan
+$40.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$33.2M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$103M
2
AG
AlTi Global
New York
-$88.9M
3
RA
RFG Advisory
Alabama
-$71.9M
4
MPM
MBB Public Markets
Illinois
-$48.2M
5
Goldman Sachs
Goldman Sachs
New York
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
726
Virtue Capital Management
Tennessee
– -$257K -5,018 Closed
MCA
727
MSH Capital Advisors
Arizona
– -$246K -4,809 Closed
MCM
728
Maple Capital Management
Vermont
– -$242K -4,737 Closed
LFG
729
Leverty Financial Group
Wisconsin
– -$242K -4,733 Closed
NWM
730
Napa Wealth Management
California
– -$240K -4,687 Closed
SA
731
Sovran Advisors
California
– -$210K -4,366 Closed
GSEP
732
Golden State Equity Partners
California
– -$217K -4,231 Closed
EGWAG
733
Elwood & Goetz Wealth Advisory Group
Georgia
– -$207K -4,037 Closed
HWM
734
HB Wealth Management
Georgia
– -$205K -4,012 Closed
MSAM
735
Moloney Securities Asset Management
Missouri
– -$202K -3,946 Closed
WT
736
Washington Trust
Rhode Island
– -$76.3K -1,490 Closed
SIM
737
Synergy Investment Management
Florida
– -$75K -1,466 Closed
PPWM
738
PFG Private Wealth Management
Florida
– -$49.5K -968 Closed
MFA
739
McClarren Financial Advisors
Pennsylvania
– -$118K -783 Closed
HCP
740
Hexagon Capital Partners
Arkansas
– -$39.7K -776 Closed
AG
741
AmeriFlex Group
Nevada
– -$30.8K -601 Closed
GJIA
742
Glass Jacobson Investment Advisors
Maryland
– -$31.9K -584 Closed
RWM
743
Ruedi Wealth Management
Illinois
– -$9.25K -181 Closed
DWM
744
Darwin Wealth Management
Florida
– -$9.02K -165 Closed
HDIM
745
Hanson & Doremus Investment Management
Vermont
– -$5K -88 Closed
Simplex Trading
746
Simplex Trading
Illinois
– -$3K -76 Closed
MAS
747
MPWM Advisory Solutions
Georgia
– -$2.15K -42 Closed
MG
748
Mather Group
Illinois
– -$1.69K -33 Closed
TIM
749
Tortoise Investment Management
New York
– -$205 -4 Closed
KGP
750
Keystone Global Partners
Colorado
– -$51 -1 Closed
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