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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 %
CIC
126
Carnegie Investment Counsel
Ohio
$7.45M +$185K +3,411 +3%
BCP
127
Berkeley Capital Partners
Georgia
$7.33M +$155K +2,852 +2%
PWG
128
Private Wealth Group
Florida
$7.3M -$1.32M -24,263 -15%
Cerity Partners
129
Cerity Partners
New York
$6.98M +$2.45M +45,056 +54%
AA
130
AF Advisors
California
$6.96M +$6.96M +128,000 New
MWM
131
Modera Wealth Management
New Jersey
$6.81M -$159K -2,917 -2%
IWM
132
IHT Wealth Management
Illinois
$6.75M -$212K -3,900 -3%
AF
133
Abound Financial
California
$6.74M +$163K +3,006 +2%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$6.65M -$689K -12,663 -9%
SPWG
135
Syntegra Private Wealth Group
Missouri
$6.58M -$4.46M -82,077 -40%
SWP
136
Stratos Wealth Partners
Ohio
$6.51M -$14.5K -266 -0.2%
NA
137
Nottingham Advisors
New York
$6.38M +$935K +17,201 +17%
CPIG
138
Chicago Partners Investment Group
Illinois
$6.22M +$215K +3,807 +4%
Sumitomo Mitsui Trust Group
139
Sumitomo Mitsui Trust Group
Japan
$5.97M +$892K +16,400 +18%
RCA
140
Resonant Capital Advisors
Wisconsin
$5.96M +$1.2M +22,069 +25%
OIA
141
OneDigital Investment Advisors
Kansas
$5.93M -$497K -9,136 -8%
KW
142
KWB Wealth
California
$5.89M -$1.49M -29,077 -20%
VCM
143
Vivaldi Capital Management
Illinois
$5.86M -$132K -2,430 -2%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$5.79M -$38.1K -701 -0.7%
AWA
145
ARQ Wealth Advisors
Arizona
$5.71M – – –
MA
146
MJP Associates
Connecticut
$5.56M -$881K -16,204 -14%
SA
147
Stewardship Advisors
Pennsylvania
$5.55M +$48.4K +890 +0.9%
BFPW
148
BOK Financial Private Wealth
Colorado
$5.52M +$5.52M +101,417 New
AO
149
Advisor OS
Illinois
$5.44M -$1.01M -18,509 -16%
SF
150
Symphony Financial
Texas
$5.35M +$5.35M +96,144 New
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