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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 %
NSAM
76
North Star Asset Management
Wisconsin
$14.4M 264,422 -52,161 -16%
Raymond James Financial
77
Raymond James Financial
Florida
$14.2M 260,228 -46,518 -15%
CCM
78
Coldstream Capital Management
Washington
$14.1M 259,226 +247,540 +2,118%
AF
79
Allworth Financial
California
$12.7M 233,079 +19,021 +9%
CNC
80
Citizens & Northern Corp
Pennsylvania
$12.6M 232,206 -58,989 -20%
AWA
81
Alta Wealth Advisors
Massachusetts
$12.6M 231,724 +14,483 +7%
CFP
82
Cascade Financial Partners
California
$12.3M 226,236 +23,240 +11%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$12.2M 224,694 -162,558 -42%
MHWM
84
Montz Harcus Wealth Management
Louisiana
$12.2M 224,188 +9,854 +5%
AWM
85
Avior Wealth Management
Nebraska
$12.1M 222,675 +9,651 +5%
ECM
86
Exchange Capital Management
Michigan
$12.1M 222,550 +16,636 +8%
ACM
87
Advance Capital Management
Michigan
$11.8M 217,114 +621 +0.3%
WI
88
WrapManager Inc
California
$11.7M 215,375 +21,120 +11%
WA
89
WBH Advisory
Maryland
$11.3M 207,691 -2,461 -1%
MGIA
90
Moneta Group Investment Advisors
Missouri
$11.2M 206,025 -1,811 -0.9%
IWP
91
IAG Wealth Partners
Wisconsin
$11.2M 205,089 +8,416 +4%
OC
92
Oarsman Capital
Wisconsin
$11.1M 204,449 +54,547 +36%
HSWS
93
Higgins & Schmidt Wealth Strategies
Colorado
$11.1M 203,681 -726 -0.4%
GIA
94
Gladstone Institutional Advisory
Florida
$11M 202,056 +7,555 +4%
B
95
Bensler
Washington
$10.9M 200,770 +11,748 +6%
PAS
96
Park Avenue Securities
New York
$10.6M 194,442 +4,697 +2%
PA
97
PSI Advisors
Florida
$10.5M 193,557 +1,638 +0.9%
MSA
98
Marathon Strategic Advisors
Pennsylvania
$10.5M 193,545 +32,534 +20%
WWM
99
Western Wealth Management
Colorado
$10.4M 191,124 +26 +0%
Northern Trust
100
Northern Trust
Illinois
$10.1M 186,408 +77,438 +71%
2 3
4
5 6