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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 %
MWPCG
151
Measured Wealth Private Client Group
New Hampshire
$5.34M -$7.24M -141,394 -58%
SA
152
Stewardship Advisors
Pennsylvania
$5.18M +$92.4K +1,806 +2%
NA
153
Nottingham Advisors
New York
$5.12M +$886K +17,321 +21%
PIA
154
Perennial Investment Advisors
California
$4.99M -$1.78M -34,783 -26%
Sumitomo Mitsui Trust Group
155
Sumitomo Mitsui Trust Group
Japan
$4.78M +$1.86M +36,400 +64%
TVAMP
156
Tennessee Valley Asset Management Partners
Tennessee
$4.55M +$4.11M +80,287 +929%
IA
157
IFG Advisory
Georgia
$4.48M +$169K +3,303 +4%
RCA
158
Resonant Capital Advisors
Wisconsin
$4.48M +$168K +3,286 +4%
APW
159
Austin Private Wealth
Texas
$4.46M +$3.55M +69,269 +387%
OWA
160
ORBA Wealth Advisors
Illinois
$4.45M +$1.19M +23,203 +36%
BWS
161
Broadway Wealth Solutions
Texas
$4.38M +$275K +5,370 +7%
ECM
162
Evergreen Capital Management
Washington
$4.35M +$2.82M +55,093 +185%
FFA
163
Founders Financial Alliance
North Carolina
$4.33M +$54.5K +1,065 +1%
Cerity Partners
164
Cerity Partners
New York
$4.27M -$74.3K -1,452 -2%
FIBT
165
First International Bank & Trust
North Dakota
$4.09M -$5.99M -117,000 -59%
CL
166
CVFG LLC
Indiana
$4.06M +$200K +3,907 +5%
VIM
167
Vista Investment Management
Pennsylvania
$3.79M +$59.6K +1,165 +2%
GSC
168
G&S Capital
Colorado
$3.78M +$96.2K +1,879 +3%
W
169
Wealthquest
Ohio
$3.77M -$989K -19,322 -21%
FHA
170
Flagship Harbor Advisors
Massachusetts
$3.76M -$3.31M -64,691 -47%
AFP
171
Ausdal Financial Partners
Iowa
$3.76M +$542K +10,588 +17%
AA
172
ArborFi Advisors
Michigan
$3.7M +$120K +2,341 +3%
T
173
TrueFG
Texas
$3.7M +$383K +7,480 +12%
RFA
174
Register Financial Advisors
Georgia
$3.68M +$133K +2,592 +4%
PFA
175
Pure Financial Advisors
California
$3.6M +$53.8K +1,051 +2%
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