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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.

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
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 Holding Trade Value Shares
Change 		Shares
Change %
WAS
176
Wealth Advisory Solutions
Indiana
$3.9M +$219K +4,036 +6%
SHJ
177
Sharkey, Howes & Javer
Colorado
$3.88M +$471K +8,657 +14%
AA
178
ArborFi Advisors
Michigan
$3.75M -$185K -3,410 -5%
FHA
179
Flagship Harbor Advisors
Massachusetts
$3.74M -$258K -4,739 -6%
MFA
180
Mayflower Financial Advisors
Massachusetts
$3.68M +$3.68M +67,752 New
CWM
181
Compass Wealth Management
Connecticut
$3.61M +$254K +4,674 +8%
JWM
182
Jacksonville Wealth Management
Florida
$3.6M +$315K +5,794 +10%
MWAM
183
Manhattan West Asset Management
California
$3.55M +$289K +5,314 +9%
SW
184
Simplicity Wealth
New Jersey
$3.55M +$3.18M +58,478 +854%
IA
185
IFP Advisors
Florida
$3.47M +$177K +3,261 +5%
SCM
186
SOL Capital Management
Maryland
$3.41M -$84K -1,545 -2%
KCAM
187
Kagan Cocozza Asset Management
New Jersey
$3.4M -$1.63K -30 -0%
GSWM
188
Golden State Wealth Management
California
$3.39M -$347K -6,378 -9%
LIA
189
Lynx Investment Advisory
District of Columbia
$3.37M -$12.1K -222 -0.4%
AFM
190
Aspetuck Financial Management
Connecticut
$3.37M -$3.54K -65 -0.1%
CCT
191
Chemung Canal Trust
New York
$3.32M – – –
ACA
192
Aptus Capital Advisors
Alabama
$3.31M +$927K +17,054 +39%
SAW
193
Signal Advisors Wealth
Michigan
$3.29M +$1.15M +21,075 +54%
LC
194
Luminist Capital
Michigan
$3.22M +$3.22M +58,553 New
KPWS
195
Kestra Private Wealth Services
Texas
$3.12M +$691K +12,700 +28%
AWM
196
AE Wealth Management
Kansas
$3.11M +$307K +5,652 +11%
LWMI
197
Landmark Wealth Management (Illinois)
Illinois
$3.08M +$173K +3,177 +6%
VAS
198
Vestmark Advisory Solutions
Massachusetts
$3.06M +$1.85M +33,969 +152%
RPGK
199
Retirement Planning Group (Kansas)
Kansas
$3.02M -$466K -8,572 -13%
FIBT
200
First International Bank & Trust
North Dakota
$2.97M -$1.38M -25,312 -32%
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