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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
9.46%
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
$4.52B
2
ETC
Exchange Traded Concepts
Oklahoma
$94.1M
3
Betterment LLC
Betterment LLC
New York
$1.04B
4
AOI
Auto-Owners Insurance
Michigan
$56.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.1M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$255M
2
AG
AlTi Global
New York
$201M
3
RA
RFG Advisory
Alabama
$31.3M
4
MPM
MBB Public Markets
Illinois
$0
5
Goldman Sachs
Goldman Sachs
New York
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMR
101
Wealth Management Resources
Rhode Island
$10.1M +$1.03M +18,867 +11%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$9.9M +$1.3M +23,983 +15%
BPA
103
Beacon Pointe Advisors
California
$9.85M +$387K +7,124 +4%
LK
104
Lumbard & Kellner
New Hampshire
$9.77M +$127K +2,338 +1%
NA
105
NewEdge Advisors
Louisiana
$9.71M -$405K -7,455 -4%
TFA
106
TPG Financial Advisors
Oregon
$9.71M -$586K -10,768 -6%
WCM
107
Windsor Capital Management
Arizona
$9.59M +$42.1K +775 +0.4%
OWA
108
Octavia Wealth Advisors
Ohio
$9.45M +$97.3K +1,789 +1%
CWM
109
Collaborative Wealth Management
Florida
$9.32M +$80.2K +1,475 +0.9%
LSERS
110
Louisiana State Employees Retirement System
Louisiana
$9.2M -$1.46M -26,900 -14%
WANY
111
Wealthspire Advisors (New York)
New York
$9.14M +$231K +4,251 +3%
CA
112
CGN Advisors
Kansas
$8.84M +$231K +4,252 +3%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$8.7M -$21.5K -395 -0.2%
ZF
114
Zhang Financial
Michigan
$8.32M +$570K +10,489 +7%
PC
115
Pecaut & Co
Iowa
$8.28M -$81.3K -1,495 -1%
Truist Financial
116
Truist Financial
North Carolina
$8.24M +$7.5M +137,993 +1,017%
APW
117
Austin Private Wealth
Texas
$8.19M +$3.45M +63,428 +73%
MHS
118
M Holdings Securities
Oregon
$8.06M +$236K +4,336 +3%
BCI
119
Brinker Capital Investments
Pennsylvania
$8.06M -$1.98M -36,484 -20%
WSWA
120
Warren Street Wealth Advisors
California
$7.92M +$703K +12,936 +10%
FA
121
FF Advisors
California
$7.88M +$107K +1,964 +1%
AQR Capital Management
122
AQR Capital Management
Connecticut
$7.84M +$5.1M +93,693 +186%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$7.77M +$1.11M +20,429 +17%
MFA
124
Millington Financial Advisors
Illinois
$7.75M +$799K +14,147 +11%
IWC
125
Integrated Wealth Concepts
Massachusetts
$7.55M +$1.06M +19,527 +16%
3 4
5
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