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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 %
WMR
101
Wealth Management Resources
Rhode Island
$10.1M 185,758 +18,867 +11%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$9.9M 182,055 +23,983 +15%
BPA
103
Beacon Pointe Advisors
California
$9.85M 181,130 +7,124 +4%
LK
104
Lumbard & Kellner
New Hampshire
$9.77M 179,723 +2,338 +1%
NA
105
NewEdge Advisors
Louisiana
$9.71M 178,537 -7,455 -4%
TFA
106
TPG Financial Advisors
Oregon
$9.71M 178,508 -10,768 -6%
WCM
107
Windsor Capital Management
Arizona
$9.59M 176,356 +775 +0.4%
OWA
108
Octavia Wealth Advisors
Ohio
$9.45M 173,720 +1,789 +1%
CWM
109
Collaborative Wealth Management
Florida
$9.32M 171,330 +1,475 +0.9%
LSERS
110
Louisiana State Employees Retirement System
Louisiana
$9.2M 169,200 -26,900 -14%
WANY
111
Wealthspire Advisors (New York)
New York
$9.14M 168,018 +4,251 +3%
CA
112
CGN Advisors
Kansas
$8.84M 162,489 +4,252 +3%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$8.7M 160,056 -395 -0.2%
ZF
114
Zhang Financial
Michigan
$8.32M 153,067 +10,489 +7%
PC
115
Pecaut & Co
Iowa
$8.28M 152,256 -1,495 -1%
Truist Financial
116
Truist Financial
North Carolina
$8.24M 151,567 +137,993 +1,017%
APW
117
Austin Private Wealth
Texas
$8.19M 150,610 +63,428 +73%
MHS
118
M Holdings Securities
Oregon
$8.06M 148,142 +4,336 +3%
BCI
119
Brinker Capital Investments
Pennsylvania
$8.06M 148,130 -36,484 -20%
WSWA
120
Warren Street Wealth Advisors
California
$7.92M 145,668 +12,936 +10%
FA
121
FF Advisors
California
$7.88M 144,930 +1,964 +1%
AQR Capital Management
122
AQR Capital Management
Connecticut
$7.84M 144,138 +93,693 +186%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$7.77M 142,911 +20,429 +17%
MFA
124
Millington Financial Advisors
Illinois
$7.75M 137,303 +14,147 +11%
IWC
125
Integrated Wealth Concepts
Massachusetts
$7.55M 138,757 +19,527 +16%
3 4
5
6 7