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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 %
FGAM
76
Financial Gravity Asset Management
Texas
$13.5M +$13.5M +263,872 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$13.3M -$390K -7,625 -3%
ARC
78
Advisor Resource Council
Texas
$12.4M +$12.4M +243,713 New
EWM
79
Evermay Wealth Management
Virginia
$12.2M +$1.58M +30,894 +15%
EIG
80
Ellenbecker Investment Group
Wisconsin
$12.2M +$5.53M +108,022 +83%
TC
81
TownSquare Capital
Utah
$12.1M +$128K +2,506 +1%
DWM
82
Dakota Wealth Management
Florida
$11.6M +$8.3M +162,133 +249%
AWA
83
Alta Wealth Advisors
Massachusetts
$11.1M +$283K +5,527 +3%
ACM
84
Advance Capital Management
Michigan
$11.1M +$305K +5,953 +3%
MHWM
85
Montz Harcus Wealth Management
Louisiana
$11M +$346K +6,766 +3%
AWM
86
Avior Wealth Management
Nebraska
$10.9M +$631K +12,327 +6%
WA
87
WBH Advisory
Maryland
$10.8M +$212K +4,133 +2%
AF
88
Allworth Financial
California
$10.7M -$1.4M -28,163 -12%
MGIA
89
Moneta Group Investment Advisors
Missouri
$10.6M +$802K +15,675 +8%
CSP
90
Cary Street Partners
Virginia
$10.6M +$492K +9,616 +5%
ECM
91
Exchange Capital Management
Michigan
$10.5M +$898K +17,544 +9%
HSWS
92
Higgins & Schmidt Wealth Strategies
Colorado
$10.5M +$380K +7,426 +4%
SPWG
93
Syntegra Private Wealth Group
Missouri
$10.4M +$1.73M +33,756 +20%
CFP
94
Cascade Financial Partners
California
$10.4M +$499K +9,758 +5%
IWP
95
IAG Wealth Partners
Wisconsin
$10.1M +$705K +13,772 +8%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$10M -$1.15M -22,500 -10%
GIA
97
Gladstone Institutional Advisory
Florida
$9.95M +$2.84M +55,448 +40%
WI
98
WrapManager Inc
California
$9.94M +$254K +4,972 +3%
PA
99
PSI Advisors
Florida
$9.82M +$350K +6,848 +4%
WWM
100
Western Wealth Management
Colorado
$9.78M -$1.99M -38,853 -17%
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4
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