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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 %
SFC
201
Strategic Financial Concepts
Texas
$2.64M -$283K -5,533 -10%
AWM
202
AE Wealth Management
Kansas
$2.64M -$76.2K -1,488 -3%
RFG
203
Range Financial Group
Oregon
$2.63M +$11K +215 +0.4%
CB
204
Commerce Bank
Missouri
$2.59M -$90K -1,759 -3%
AQR Capital Management
205
AQR Capital Management
Connecticut
$2.58M +$736K +14,378 +40%
BC
206
Brio Consultants
California
$2.53M -$102K -1,999 -4%
DC
207
Destiny Capital
Colorado
$2.52M -$12.7K -249 -0.5%
Tudor Investment Corp
208
Tudor Investment Corp
Connecticut
$2.49M +$2.49M +48,601 New
MAM
209
Madison Asset Management
Wisconsin
$2.48M +$15.5K +302 +0.6%
FF
210
Farrow Financial
Vermont
$2.46M +$181K +3,544 +8%
SFG
211
Shum Financial Group
California
$2.44M +$37.1K +724 +2%
PRTG
212
Post Resch Tallon Group
New York
$2.4M +$199K +3,907 +9%
CF
213
Centaurus Financial
California
$2.39M -$28.8K -563 -1%
TIP
214
Tandem Investment Partners
New Jersey
$2.36M +$2.36M +46,200 New
KBFS
215
Kohmann Bosshard Financial Services
Ohio
$2.34M -$120K -2,348 -5%
PWM
216
Power Wealth Management
Georgia
$2.33M +$273K +5,339 +13%
GEA
217
Glen Eagle Advisors
New Jersey
$2.31M +$2.29M +44,689 +9,139%
NGA
218
Naples Global Advisors
Florida
$2.31M +$122K +2,392 +6%
KPWS
219
Kestra Private Wealth Services
Texas
$2.29M +$83.6K +1,633 +4%
HI
220
Harbour Investments
Wisconsin
$2.26M -$11.9K -233 -0.5%
SWA
221
Stratos Wealth Advisors
Ohio
$2.25M +$322K +6,301 +17%
CST
222
Charles Schwab Trust
Nevada
$2.24M +$224K +4,376 +11%
ACA
223
Aptus Capital Advisors
Alabama
$2.24M +$795K +15,527 +55%
TCM
224
Tradewinds Capital Management
Washington
$2.23M +$2.12M +41,482 +2,012%
AF
225
Advisornet Financial
Minnesota
$2.22M +$37.2K +726 +2%
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