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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 %
CIC
126
Carnegie Investment Counsel
Ohio
$7.45M 136,985 +3,411 +3%
BCP
127
Berkeley Capital Partners
Georgia
$7.33M 134,797 +2,852 +2%
PWG
128
Private Wealth Group
Florida
$7.3M 134,270 -24,263 -15%
Cerity Partners
129
Cerity Partners
New York
$6.98M 128,408 +45,056 +54%
AA
130
AF Advisors
California
$6.96M 128,000 +128,000 New
MWM
131
Modera Wealth Management
New Jersey
$6.81M 125,205 -2,917 -2%
IWM
132
IHT Wealth Management
Illinois
$6.75M 124,052 -3,900 -3%
AF
133
Abound Financial
California
$6.74M 123,943 +3,006 +2%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$6.65M 122,270 -12,663 -9%
SPWG
135
Syntegra Private Wealth Group
Missouri
$6.58M 121,008 -82,077 -40%
SWP
136
Stratos Wealth Partners
Ohio
$6.51M 119,679 -266 -0.2%
NA
137
Nottingham Advisors
New York
$6.38M 117,238 +17,201 +17%
CPIG
138
Chicago Partners Investment Group
Illinois
$6.22M 110,268 +3,807 +4%
Sumitomo Mitsui Trust Group
139
Sumitomo Mitsui Trust Group
Japan
$5.97M 109,700 +16,400 +18%
RCA
140
Resonant Capital Advisors
Wisconsin
$5.96M 109,559 +22,069 +25%
OIA
141
OneDigital Investment Advisors
Kansas
$5.93M 109,075 -9,136 -8%
KW
142
KWB Wealth
California
$5.89M 115,002 -29,077 -20%
VCM
143
Vivaldi Capital Management
Illinois
$5.86M 107,729 -2,430 -2%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$5.79M 106,495 -701 -0.7%
AWA
145
ARQ Wealth Advisors
Arizona
$5.71M 111,567 – –
MA
146
MJP Associates
Connecticut
$5.56M 102,248 -16,204 -14%
SA
147
Stewardship Advisors
Pennsylvania
$5.55M 102,149 +890 +0.9%
BFPW
148
BOK Financial Private Wealth
Colorado
$5.52M 101,417 +101,417 New
AO
149
Advisor OS
Illinois
$5.44M 99,977 -18,509 -16%
SF
150
Symphony Financial
Texas
$5.35M 96,144 +96,144 New
4 5
6
7 8