SPDR Portfolio S&P 400 Mid Cap ETF

SPMD • ARCA

SPDR Portfolio S&P 400 Mid Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 711 institutional investors hold shares in this ETF, with total holdings valued at $12.6B. Creative Planning is the largest holder with a position valued at $5.0B.

Overview

Overview of institutional ownership in SPMD as of Q3 2025

All Institutions

Institutions: 711
Value Held: $12.6B
Shares Held: 221.0M
Avg Position: $17.8M
Median Position: $892.9K

Hedge Funds

Hedge Funds: 6
Value Held: $15.5M
Shares Held: 270.5K
Avg Position: $2.6M
Median Position: $622.4K

Biggest Investors

Institutions with the largest positions in SPMD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$5.0B 3.84% of portfolio	88.0M shares	Q4 2017 Held for 8 years	$130.86B
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$1.2B 2.43% of portfolio	20.1M shares	Q1 2024 Held for 1y 9m	$47.3B
L LPL Financial LLC Institution	-	$724.6M 0.21% of portfolio	12.7M shares	≤ Q2 2013 Held for 12y 6m+	$340.07B
Valmark Advisers, Inc. RIA/Wealth	Lawrence Joseph Rybka President	$391.0M 5.07% of portfolio	6.8M shares	Q1 2020 Held for 5y 9m	$7.7B
CWM, LLC RIA/Wealth	George Burton White CEO	$270.4M 0.86% of portfolio	4.7M shares	Q4 2021 Held for 4 years	$31.5B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$190.6M 0.22% of portfolio	3.3M shares	Q3 2016 Held for 9y 3m	$87.7B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$182.4M 0.01% of portfolio	3.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$181.3M 0.05% of portfolio	3.2M shares	Q4 2017 Held for 8 years	$342.01B
AlTi Global, Inc. Institution	Michael Tiedemann CEO	$178.2M 4.23% of portfolio	3.1M shares	Q4 2023 Held for 2 years	$4.2B
T TEXAS PERMANENT SCHOOL FUND Institution	-	$170.5M 5.73% of portfolio	3.0M shares	Q2 2023 Held for 2y 6m	$3.0B

Net Capital Flow

Institutional buying and selling activity for SPMD in Q3 2025

Traded: +$562.0M
Buyers: 406
Sellers: 248
Total Bought: +$879.2M
Total Sold: −$317.2M
Avg Position: $16.7M

Biggest Buyers

Institution	Net Bought	Current Position
Creative Planning RIA/Wealth	+$280.5M +4.9M shares	$5.0B 88.0M shares
Betterment LLC RIA/Wealth	+$55.5M +970.6K shares	$1.2B 20.1M shares
PFG Financial Advisors RIA/Wealth	+$35.9M +627.0K shares	$36.8M 642.7K shares
Miracle Mile Advisors, LLC RIA/Wealth	+$30.5M +533.8K shares	$30.5M 533.8K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$27.0M +471.7K shares	$181.3M 3.2M shares
M MASON STREET ADVISORS, LLC Insurance Manager	+$24.9M +434.6K shares	$77.9M 1.4M shares
Integrity Advisory Solutions, LLC RIA/Wealth	+$23.2M +406.1K shares	$23.2M 406.1K shares
Mach-1 Financial Group, Inc. RIA/Wealth	+$23.2M +406.1K shares	$23.2M 406.1K shares
BANK OF AMERICA CORP /DE/ Institution	+$20.3M +354.3K shares	$127.3M 2.2M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$20.1M +350.9K shares	$20.1M 351.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Hancock Prospecting Pty Ltd RIA/Wealth	−$83.8M −1.5M shares	$80.7M 1.4M shares
A Atlas Private Wealth Advisors RIA/Wealth	−$51.3M −897.4K shares	$30.1M 525.7K shares
AlTi Global, Inc. Institution	−$33.5M −586.1K shares	$178.2M 3.1M shares
Farther Finance Advisors, LLC RIA/Wealth	−$22.0M −385.3K shares	$33.5M 585.9K shares
AMERIPRISE FINANCIAL INC Institution	−$12.5M −219.1K shares	$16.6M 290.8K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$11.4M −198.8K shares	$27.1M 474.9K shares
RFG Advisory Group, LLC RIA/Wealth	−$9.6M −168.0K shares	$23.3M 408.1K shares
M Holdings Securities, Inc. RIA/Wealth	−$7.3M −128.2K shares	$1.1M 19.9K shares
Beacon Pointe Advisors, LLC RIA/Wealth	−$5.6M −98.2K shares	$4.7M 83.0K shares
F FLOW TRADERS U.S. LLC Institution	−$5.1M −93.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPMD in Q3 2025

New Positions: 48
New Value: $58.6M
Exited Positions: 46
Exited Value: $26.3M

New Positions

Institution	Position Value
Integrity Advisory Solutions, LLC RIA/Wealth	$23.2M 406.1K shares
R RETIREMENT FINANCIAL SOLUTIONS, LLC RIA/Wealth	$16.1M 281.3K shares
Atlanta Consulting Group Advisors, LLC RIA/Wealth	$4.6M 79.9K shares
G GREENLEAF TRUST Institution	$3.3M 57.5K shares
W WealthTrak Capital Management LLC RIA/Wealth	$1.8M 31.1K shares
Massey, Quick & Co., LLC RIA/Wealth	$1.3M 23.5K shares
Brand Asset Management Group, Inc. RIA/Wealth	$903.1K 15.8K shares
HORAN Wealth, LLC RIA/Wealth	$803.6K 14.1K shares
Vawter Financial, Ltd. RIA/Wealth	$729.0K 12.7K shares
Maridea Wealth Management LLC RIA/Wealth	$675.8K 11.8K shares

Exited Positions

Institution	Previous Position
F FLOW TRADERS U.S. LLC Institution	$5.1M 93.0K shares
C C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors RIA/Wealth	$4.2M 77.0K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$4.1M 74.6K shares
Pinnacle Family Advisors, LLC Family Office	$2.8M 51.8K shares
Financial Advocates Investment Management RIA/Wealth	$1.5M 26.8K shares
T Tower Research Capital LLC Institution	$1.4M 25.7K shares
J JANE STREET GROUP, LLC Institution	$856.6K 15.8K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$850.2K 15.6K shares
Csenge Advisory Group RIA/Wealth	$765.2K 14.5K shares
Northern Capital Management, Inc. RIA/Wealth	$748.5K 13.8K shares

Options Activity

Institutions with the largest Call and Put options positions in SPMD as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SPMD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Marathon Strategic Advisors, LLC RIA/Wealth	Nicholas Emanuel Terezis President	10.21% $12.8M	223.0K shares	Q4 2023 Held for 2 years	$124.9M
R RETIREMENT FINANCIAL SOLUTIONS, LLC RIA/Wealth	Clark Calvin Shofner Managing Partner	9.83% $16.1M	281.3K shares	Q3 2025 Held for 3 months	$163.7M
W WALLER FINANCIAL PLANNING GROUP, INC RIA/Wealth	James Barber Twining CEO	8.92% $38.9M	679.8K shares	Q4 2018 Held for 7 years	$435.8M
M MASON STREET ADVISORS, LLC Insurance Manager	Bonnie Lynn Tomczak Chairman	8.07% $77.9M	1.4M shares	Q2 2024 Held for 1y 6m	$964.8M
New Perspectives, Inc RIA/Wealth	Nancy Lottridge Anderson President	7.58% $15.8M	276.8K shares	Q1 2024 Held for 1y 9m	$208.9M
A Atlas Private Wealth Advisors RIA/Wealth	Juan Antonio Perez Mayo Managing Partner	7.40% $30.1M	525.7K shares	Q2 2022 Held for 3y 6m	$406.4M
RESTON WEALTH MANAGEMENT LLC RIA/Wealth	Robert Eugene Tucker Managing Partner	6.98% $21.6M	378.0K shares	Q1 2020 Held for 5y 9m	$309.7M
A Abich Financial Wealth Management LLC RIA/Wealth	Abraham Abich CEO	6.71% $18.0M	315.3K shares	Q3 2025 Held for 3 months	$268.8M
Peterson Wealth Advisors, LLC RIA/Wealth	Scott Martin Peterson Managing Partner	6.27% $41.9M	733.7K shares	Q4 2017 Held for 8 years	$668.6M
RETIREMENT INCOME SOLUTIONS, INC RIA/Wealth	John Burton Goff Managing Partner	6.05% $35.3M	618.1K shares	Q4 2019 Held for 6 years	$584.2M

Hedge Fund Spotlight

Discover hedge funds investing in SPMD

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerDavid Allen Lippe

Portfolio Value: $75.8B
Positions: 3,421
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Portfolio S&P 400 Mid Cap ETF

Market Value: $577.6K
Shares Held: 10.1K
Portfolio Weight: 0.00%
Owned Since: 2020-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%