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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 %
Citadel Advisors
176
Citadel Advisors
Florida
$3.57M -$2.35K -46 -0.1%
GSWM
177
Golden State Wealth Management
California
$3.52M +$853K +16,670 +32%
CAG
178
Crestwood Advisors Group
Massachusetts
$3.48M +$3.48M +67,916 New
WAS
179
Wealth Advisory Solutions
Indiana
$3.47M +$517K +10,092 +17%
SCM
180
SOL Capital Management
Maryland
$3.29M +$342K +6,675 +12%
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$3.28M +$93.1K +1,820 +3%
Stifel Financial
182
Stifel Financial
Missouri
$3.25M -$184K -3,588 -5%
SHJ
183
Sharkey, Howes & Javer
Colorado
$3.21M +$51.3K +1,002 +2%
KCAM
184
Kagan Cocozza Asset Management
New Jersey
$3.21M -$28.9K -564 -0.9%
LIA
185
Lynx Investment Advisory
District of Columbia
$3.18M -$183K -3,577 -5%
AFM
186
Aspetuck Financial Management
Connecticut
$3.17M +$334K +6,530 +12%
CWM
187
Compass Wealth Management
Connecticut
$3.16M +$490K +9,575 +18%
CWM
188
CarsonAllaria Wealth Management
Illinois
$3.13M +$1.47M +28,688 +88%
CCT
189
Chemung Canal Trust
New York
$3.12M – – –
IA
190
IFP Advisors
Florida
$3.1M +$421K +8,231 +16%
JWM
191
Jacksonville Wealth Management
Florida
$3.09M +$71.1K +1,389 +2%
BFA
192
Bill Few Associates
Pennsylvania
$3.09M +$69.1K +1,351 +2%
MWAM
193
Manhattan West Asset Management
California
$3.07M +$82.5K +1,612 +3%
UAS
194
United Asset Strategies
New York
$3.02M -$13.8K -270 -0.5%
QCM
195
Quantinno Capital Management
New York
$2.95M +$2.27M +44,289 +331%
GF
196
Goodman Financial
Texas
$2.95M +$48.2K +941 +2%
APC
197
Aspire Private Capital
North Carolina
$2.8M +$91.7K +1,792 +3%
NC
198
NovaPoint Capital
Georgia
$2.75M -$6.65K -130 -0.2%
LWMI
199
Landmark Wealth Management (Illinois)
Illinois
$2.73M +$310K +6,052 +13%
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
$2.66M -$3.23M -63,108 -55%
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