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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 %
Creative Planning
1
Creative Planning
Kansas
$4.1B +$161M +3,145,403 +4%
Betterment LLC
2
Betterment LLC
New York
$915M -$2.5M -48,865 -0.3%
LPL Financial
3
LPL Financial
California
$670M +$11.1M +216,594 +2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$337M +$44.8M +874,454 +15%
VA
5
Valmark Advisers
Ohio
$326M +$19.1M +373,475 +6%
AG
6
AlTi Global
New York
$273M -$2.73M -53,432 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$152M +$8.17M +159,576 +6%
TPSF
8
Texas Permanent School Fund
Texas
$149M – – –
HP
9
Hancock Prospecting
Australia
$147M +$147M +2,875,190 New
Morgan Stanley
10
Morgan Stanley
New York
$135M +$20.4M +399,483 +18%
FWI
11
Facet Wealth Inc
Maryland
$127M -$4.75M -92,508 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$110M +$23.3M +456,111 +27%
RA
13
RFG Advisory
Alabama
$97.2M +$9.7M +189,554 +11%
Bank of America
14
Bank of America
North Carolina
$96.3M +$21.7M +424,203 +29%
APWA
15
Atlas Private Wealth Advisors
New Jersey
$75.1M +$8.31M +162,347 +12%
Goldman Sachs
16
Goldman Sachs
New York
$73.5M +$57M +1,113,074 +345%
Osaic Holdings
17
Osaic Holdings
Arizona
$72.5M +$14.4M +280,666 +25%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$63.2M +$5.41M +105,784 +9%
PAG
19
Private Advisor Group
New Jersey
$59.9M -$4.98M -97,289 -8%
UBS Group
20
UBS Group
Switzerland
$55.6M +$35.5M +692,903 +176%
CWM
21
Cornerstone Wealth Management
Missouri
$53.1M +$2.23M +43,581 +4%
FCAS
22
First Command Advisory Services
Texas
$48.8M +$7.3M +142,724 +18%
MPM
23
MBB Public Markets
Illinois
$48.2M +$21M +410,000 +77%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$48M +$2.27M +44,316 +5%
MSA
25
Mason Street Advisors
Wisconsin
$47.5M +$5.94M +116,100 +14%
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