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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
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 %
NAM
201
NorthCrest Asset Manangement
Minnesota
$2.96M +$1.33M +23,719 +81%
AI
202
Atria Investments
North Carolina
$2.93M +$781K +14,369 +36%
APC
203
Aspire Private Capital
North Carolina
$2.93M -$49K -901 -2%
TCM
204
Tradewinds Capital Management
Washington
$2.92M +$549K +10,097 +23%
JF
205
Jump Financial
Illinois
$2.91M +$2.91M +53,598 New
UAS
206
United Asset Strategies
New York
$2.89M -$325K -5,969 -10%
W
207
Wealthquest
Ohio
$2.86M -$1.15M -21,227 -29%
QCM
208
Quantinno Capital Management
New York
$2.84M -$300K -5,520 -10%
PFA
209
Pinnacle Family Advisors
Missouri
$2.82M +$2.82M +51,801 New
CAG
210
Crestwood Advisors Group
Massachusetts
$2.81M -$885K -16,282 -24%
NC
211
NovaPoint Capital
Georgia
$2.81M -$119K -2,193 -4%
JCM
212
Jacobi Capital Management
Pennsylvania
$2.79M +$469K +8,619 +20%
DC
213
Destiny Capital
Colorado
$2.73M +$53.9K +992 +2%
TIP
214
Tandem Investment Partners
New Jersey
$2.68M +$169K +3,115 +7%
RFG
215
Range Financial Group
Oregon
$2.68M -$116K -2,125 -4%
P
216
&Partners
Tennessee
$2.65M +$1.89M +34,689 +249%
NGA
217
Naples Global Advisors
Florida
$2.64M +$183K +3,370 +7%
MAM
218
Madison Asset Management
Wisconsin
$2.64M – – –
FF
219
Farrow Financial
Vermont
$2.63M +$16.6K +306 +0.6%
CF
220
Centaurus Financial
California
$2.6M +$57.7K +1,061 +2%
PWM
221
Power Wealth Management
Georgia
$2.59M +$113K +2,087 +5%
WCFA
222
Walkner Condon Financial Advisors
Wisconsin
$2.58M -$250K -4,601 -9%
PRTG
223
Post Resch Tallon Group
New York
$2.57M +$10.2K +187 +0.4%
GEA
224
Glen Eagle Advisors
New Jersey
$2.56M +$107K +1,973 +4%
SWA
225
Stratos Wealth Advisors
Ohio
$2.53M +$144K +2,642 +6%
7 8
9
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