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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 %
PAS
101
Park Avenue Securities
New York
$9.71M +$256K +5,003 +3%
TFA
102
TPG Financial Advisors
Oregon
$9.69M +$1.87M +36,577 +24%
B
103
Bensler
Washington
$9.67M +$1.18M +22,985 +14%
NA
104
NewEdge Advisors
Louisiana
$9.52M -$906K -17,701 -9%
BCI
105
Brinker Capital Investments
Pennsylvania
$9.45M -$113K -2,212 -1%
OPS
106
Orion Portfolio Solutions
Nebraska
$9.45M -$113K -2,212 -1%
LK
107
Lumbard & Kellner
New Hampshire
$9.08M +$3.83M +74,750 +73%
WCM
108
Windsor Capital Management
Arizona
$8.99M -$284K -5,550 -3%
BPA
109
Beacon Pointe Advisors
California
$8.91M -$301K -5,886 -3%
OWA
110
Octavia Wealth Advisors
Ohio
$8.8M +$1.44M +28,201 +20%
CWM
111
Collaborative Wealth Management
Florida
$8.69M +$75.9K +1,483 +0.9%
WMR
112
Wealth Management Resources
Rhode Island
$8.54M +$44.5K +869 +0.5%
WANY
113
Wealthspire Advisors (New York)
New York
$8.38M -$67.4K -1,316 -0.8%
PI
114
Pachira Investments
California
$8.25M -$176K -3,456 -2%
MSA
115
Marathon Strategic Advisors
Pennsylvania
$8.24M +$758K +14,818 +10%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$8.21M -$238K -4,655 -3%
PWG
117
Private Wealth Group
Florida
$8.11M -$3.38K -66 -0%
CA
118
CGN Advisors
Kansas
$8.1M +$213K +4,165 +3%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$8.09M +$31K +605 +0.4%
PRS
120
Pinkerton Retirement Specialists
Idaho
$7.99M -$1.58M -30,865 -17%
KW
121
KWB Wealth
California
$7.88M -$698K -12,763 -8%
PC
122
Pecaut & Co
Iowa
$7.87M +$226K +4,411 +3%
OC
123
Oarsman Capital
Wisconsin
$7.67M +$1.53M +29,870 +25%
MHS
124
M Holdings Securities
Oregon
$7.36M -$73.9K -1,443 -1%
FA
125
FF Advisors
California
$7.31M +$643K +12,586 +10%
3 4
5
6 7