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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 %
ZF
126
Zhang Financial
Michigan
$7.3M +$1.39M +27,083 +23%
TC
127
Trilogy Capital
California
$7.24M -$1.97M -38,574 -21%
CIAS
128
Capital Investment Advisory Services
North Carolina
$7.15M +$444K +8,677 +7%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$6.91M -$132K -2,580 -2%
WSWA
130
Warren Street Wealth Advisors
California
$6.79M +$322K +6,290 +5%
BCP
131
Berkeley Capital Partners
Georgia
$6.75M -$6.96K -136 -0.1%
MWM
132
Modera Wealth Management
New Jersey
$6.56M -$374K -7,303 -5%
IWM
133
IHT Wealth Management
Illinois
$6.55M +$180K +3,513 +3%
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$6.27M -$925K -18,069 -13%
SFI
135
SPC Financial Inc
Maryland
$6.24M +$179K +3,500 +3%
AF
136
Abound Financial
California
$6.19M -$2.14M -41,738 -26%
BF
137
BOK Financial
Oklahoma
$6.17M +$113K +2,200 +2%
SWP
138
Stratos Wealth Partners
Ohio
$6.14M -$78.9K -1,541 -1%
CIC
139
Carnegie Investment Counsel
Ohio
$6.13M +$545K +11,864 +10%
IWC
140
Integrated Wealth Concepts
Massachusetts
$6.1M -$164K -3,202 -3%
AO
141
Advisor OS
Illinois
$6.06M +$1.97M +38,444 +48%
MA
142
MJP Associates
Connecticut
$6.06M +$2.11M +41,281 +53%
OIA
143
OneDigital Investment Advisors
Kansas
$6.05M -$350K -6,838 -5%
MFA
144
Millington Financial Advisors
Illinois
$5.88M +$168K +3,521 +3%
AWA
145
ARQ Wealth Advisors
Arizona
$5.71M -$279K -5,454 -5%
VCM
146
Vivaldi Capital Management
Illinois
$5.64M +$204K +3,995 +4%
HPC
147
HM Payson & Co
Maine
$5.59M – – –
Northern Trust
148
Northern Trust
Illinois
$5.58M -$483K -9,438 -8%
Focus Partners Wealth
149
Focus Partners Wealth
Massachusetts
$5.49M +$495K +9,677 +10%
CPIG
150
Chicago Partners Investment Group
Illinois
$5.44M +$1.14M +22,362 +27%
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