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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 %
PIA
151
Perennial Investment Advisors
California
$5.15M -$155K -2,857 -3%
TVAMP
152
Tennessee Valley Asset Management Partners
Tennessee
$5.11M +$273K +5,018 +6%
FTUS
153
Flow Traders U.S.
New York
$5.06M +$5.06M +93,047 New
BFA
154
Bill Few Associates
Pennsylvania
$5.02M +$1.74M +32,015 +53%
MWPCG
155
Measured Wealth Private Client Group
New Hampshire
$4.89M -$783K -14,393 -14%
CL
156
CVFG LLC
Indiana
$4.75M +$436K +8,020 +10%
FFA
157
Founders Financial Alliance
North Carolina
$4.73M +$131K +2,400 +3%
HWP
158
Hibernia Wealth Partners
Louisiana
$4.69M +$2.34M +43,066 +100%
Financial Engines Advisors
159
Financial Engines Advisors
California
$4.66M +$3.32M +61,117 +250%
ECM
160
Evergreen Capital Management
Washington
$4.63M +$17K +312 +0.4%
IA
161
IFG Advisory
Georgia
$4.61M -$159K -2,926 -3%
AFP
162
Ausdal Financial Partners
Iowa
$4.59M +$598K +10,996 +15%
FF
163
Foronjy Financial
California
$4.52M +$4.52M +83,051 New
XPN
164
XY Planning Network
Montana
$4.49M +$2.22M +40,740 +97%
Stifel Financial
165
Stifel Financial
Missouri
$4.24M +$787K +14,466 +23%
PCA
166
Prosperity Capital Advisors
Ohio
$4.19M +$4.19M +77,008 New
RFA
167
Register Financial Advisors
Georgia
$4.16M +$256K +4,699 +7%
VIM
168
Vista Investment Management
Pennsylvania
$4.14M +$107K +1,963 +3%
GM
169
GeoWealth Management
Illinois
$4.09M +$3.3M +60,671 +418%
T
170
TrueFG
Texas
$4.09M +$161K +2,959 +4%
Tudor Investment Corp
171
Tudor Investment Corp
Connecticut
$4.05M +$1.41M +25,958 +53%
GSC
172
G&S Capital
Colorado
$4.03M +$14K +257 +0.3%
PIS
173
POM Investment Strategies
North Carolina
$4.02M +$3.97M +73,077 +9,123%
CWM
174
CarsonAllaria Wealth Management
Illinois
$4M +$672K +12,360 +20%
PFA
175
Pure Financial Advisors
California
$3.96M +$133K +2,453 +3%
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