Free Trial
Discover Investing Tools for the A.I EraStart My Trial

SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) Institutional Ownership

SPDR Portfolio S&P 400 Mid Cap ETF logo
$57.11 -0.62 (-1.07%)
Closing price 04:10 PM Eastern
Extended Trading
$57.11 +0.00 (+0.00%)
As of 06:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD)

Current
Institutional Ownership
Percentage
61.70%
Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$908.49M
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$406.21M
Get SPMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 400 Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SPMD Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 400 Mid Cap ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025ST Germain D J Co. Inc.427,884$24.47M1.0%+7.9%0.170%
10/6/2025SMI Advisory Services LLC7,717$445K0.1%-4.4%0.003%
10/6/2025Gradient Investments LLC69,452$3.97M0.1%+98.3%0.028%
9/26/2025Corient Private Wealth LLC423,452$23.03M0.0%+8.9%0.173%
9/25/2025National Wealth Management Group LLC18,278$994K0.6%+1.6%0.007%
9/12/2025Valeo Financial Advisors LLC5,690$309K0.0%N/A0.002%
9/4/2025Osaic Holdings Inc.1,443,554$78.28M0.1%+1.9%0.589%
8/29/2025Evolution Wealth Management Inc.3,475$189K0.2%N/A0.001%
8/29/2025Centaurus Financial Inc.47,759$2.60M0.2%+2.3%0.019%
8/28/2025Midwestern Financial LLC IA4,573$249K0.2%N/A0.002%
8/27/2025Barnes Wealth Management Group Inc8,756$476K0.3%-50.5%0.004%
8/27/2025Orion Porfolio Solutions LLC148,130$8.06M0.1%-19.8%0.060%
8/26/2025Thrivent Financial for Lutherans627,323$34.11M0.1%+3,714.4%0.256%
8/25/2025Promus Capital LLC1,339$73K0.0%N/A0.001%
8/25/2025Silverlake Wealth Management LLC7,597$413K0.1%N/A0.003%
8/20/2025Thompson Davis & CO. Inc.6,950$378K0.2%-28.0%0.003%
8/20/2025Coppell Advisory Solutions LLC12,488$679K0.1%N/A0.005%
8/19/2025Advisory Services Network LLC15,339$847K0.0%-4.4%0.006%
8/16/2025Evergreen Capital Management LLC85,221$4.63M0.1%+0.4%0.035%
8/16/2025Headlands Technologies LLC697$38K0.0%N/A0.000%
8/15/2025Tower Research Capital LLC TRC 25,730$1.40M0.0%+22,873.2%0.010%
8/15/2025Corient Private Wealth LLC846,902$46.06M0.1%+117.8%0.345%
8/15/2025Equitable Holdings Inc.515,423$28.03M0.2%+7.1%0.210%
8/15/2025Captrust Financial Advisors32,896$1.79M0.0%-21.8%0.013%
8/15/2025Truefg LLC75,165$4.09M1.2%+4.1%0.031%
8/15/2025Manhattan West Asset Management LLC65,341$3.55M0.8%+8.9%0.027%
8/15/2025WFA of San Diego LLC4,176$227K0.2%N/A0.002%
8/15/2025Orion Porfolio Solutions LLC112,315$6.11M0.0%-39.2%0.046%
8/15/2025MML Investors Services LLC460,627$25.05M0.1%+11.2%0.188%
8/15/2025Modern Wealth Management LLC25,976$1.41M0.0%N/A0.011%
8/15/2025IHT Wealth Management LLC124,052$6.75M0.2%-3.0%0.051%
8/15/2025Great Valley Advisor Group Inc.638,392$34.72M0.8%-0.1%0.260%
8/15/2025EP Wealth Advisors LLC11,153$606K0.0%+152.6%0.005%
8/15/2025Curi Capital LLC7,368$401K0.0%N/A0.003%
8/15/2025Bank of America Corp DE1,871,221$101.76M0.0%-0.5%0.763%
8/15/2025Ameriprise Financial Inc.509,894$27.74M0.0%+4.8%0.208%
8/15/2025AQR Capital Management LLC144,138$7.84M0.0%+185.7%0.059%
8/14/2025MGB Wealth Management LLC13,339$725K0.2%-3.5%0.005%
8/14/2025Jane Street Group LLC15,753$857K0.0%-47.6%0.006%
8/14/2025Ausdal Financial Partners Inc.84,405$4.59M0.3%+15.0%0.034%
8/14/2025Vista Investment Management76,085$4.14M1.5%+2.6%0.031%
8/14/2025Raymond James Financial Inc.260,228$14.15M0.0%-15.2%0.106%
8/14/2025Quantinno Capital Management LP52,134$2.84M0.0%-9.6%0.021%
8/14/2025Tennessee Valley Asset Management Partners93,944$5.11M1.3%+5.6%0.038%
8/14/2025Vivaldi Capital Management LP107,729$5.86M0.9%-2.2%0.044%
8/14/2025NewEdge Advisors LLC178,537$9.71M0.0%-4.0%0.073%
8/14/2025Qube Research & Technologies Ltd1,036$56K0.0%N/A0.000%
8/14/2025Pecaut & CO.152,256$8.28M2.7%-1.0%0.062%
8/14/2025Financial Strategies Group Inc.384,152$21.36M4.5%+4.4%0.157%
8/14/2025Acorn Wealth Advisors LLC5,277$287K0.1%N/A0.002%
8/14/2025L2 Asset Management LLC5,954$324K0.1%N/A0.002%
8/14/2025Vertex Planning Partners LLC5,926$322K0.1%+4.5%0.002%
8/14/2025Balance Wealth LLC22,947$1.25M0.7%-4.2%0.009%
8/14/2025Cary Street Partners Financial LLC40,046$2.18M0.1%-80.7%0.016%
8/14/2025Cerity Partners LLC128,408$6.98M0.0%+54.1%0.052%
8/13/2025Jump Financial LLC53,598$2.92M0.0%N/A0.022%
8/13/2025Shepherd Financial Partners LLC281,857$15.33M1.6%+2.4%0.115%
8/13/2025SageView Advisory Group LLC5,035$283K0.0%-24.5%0.002%
8/13/2025Flow Traders U.S. LLC93,047$5.06M0.2%N/A0.038%
8/13/2025Gateway Wealth Partners LLC29,781$1.62M0.3%+19.2%0.012%
8/13/2025Brown Advisory Inc.4,192$228K0.0%N/A0.002%
8/13/2025M Holdings Securities Inc.148,142$8.06M1.4%+3.0%0.060%
8/13/2025GeoWealth Management LLC75,179$4.09M0.2%+418.2%0.031%
8/13/2025Crescent Grove Advisors LLC37,099$2.02M0.2%+1.3%0.015%
8/13/2025Luminist Capital LLC58,553$3.22M3.2%N/A0.024%
8/13/2025CW Advisors LLC10,259$558K0.0%-2.6%0.004%
8/13/2025IAG Wealth Partners LLC205,089$11.15M1.5%+4.3%0.084%
8/13/2025Twin Peaks Wealth Advisors LLC565$32K0.0%N/A0.000%
8/13/2025WCG Wealth Advisors LLC21,836$1.19M0.1%N/A0.009%
8/13/2025Beacon Pointe Advisors LLC181,130$9.85M0.1%+4.1%0.074%
8/13/2025Smith Moore & CO.13,244$720K0.1%+2.1%0.005%
8/13/2025Lumbard & Kellner LLC179,723$9.77M4.3%+1.3%0.073%
8/13/2025VestGen Advisors LLC16,468$901K0.0%-5.0%0.007%
8/13/2025Financial Freedom LLC5,199$283K0.2%-34.1%0.002%
8/13/2025Millington Financial Advisors LLC137,303$7.75M3.9%+11.5%0.056%
8/13/2025Leslie Global Wealth LLC13,229$719K0.4%-1.6%0.005%
8/13/2025Lido Advisors LLC3,828$208K0.0%-9.8%0.002%
8/13/2025Stablepoint Partners LLC6,837$372K0.1%-5.7%0.003%
8/13/2025Wealthquest Corp52,507$2.86M0.2%-28.8%0.021%
8/13/2025Measured Wealth Private Client Group LLC89,928$4.89M1.5%-13.8%0.037%
8/13/2025Level Four Advisory Services LLC7,133$388K0.0%-3.6%0.003%
8/13/2025Northwestern Mutual Wealth Management Co.1,549,804$84.28M0.1%+25.6%0.632%
8/13/2025Stevens Capital Partners32,591$1.79M0.6%-1.4%0.013%
8/13/2025Elevation Point Wealth Partners LLC9,535$519K0.0%+54.9%0.004%
8/13/2025Russell Investments Group Ltd.2,617$142K0.0%+127.4%0.001%
8/12/2025J.W. Cole Advisors Inc.20,287$1.10M0.0%N/A0.008%
8/12/2025Blueprint Financial Advisors LLC16,255$884K0.3%N/A0.007%
8/12/2025North Star Asset Management Inc.264,422$14.38M0.6%-16.5%0.108%
8/12/2025Financial Advocates Investment Management26,841$1.46M0.1%+12.5%0.011%
8/12/2025XTX Topco Ltd3,790$206K0.0%N/A0.002%
8/12/2025Steward Partners Investment Advisory LLC7,695$418K0.0%+372.1%0.003%
8/12/2025Quadcap Wealth Management LLC19,482$1.06M0.1%-6.4%0.008%
8/12/2025CreativeOne Wealth LLC25,140$1.37M0.0%-28.4%0.010%
8/12/2025Global Retirement Partners LLC474,386$25.80M0.6%N/A0.193%
8/12/2025Coldstream Capital Management Inc.259,226$14.10M0.2%+2,118.3%0.106%
8/12/2025AlphaCore Capital LLC23,414$1.27M0.0%+1,653.9%0.010%
8/12/2025Kohmann Bosshard Financial Services LLC44,891$2.44M0.3%-1.8%0.018%
8/12/2025Franklin Resources Inc.17,021$926K0.0%+6.2%0.007%
8/12/2025Seeds Investor LLC7,960$433K0.1%N/A0.003%
8/12/2025JPMorgan Chase & Co.142,911$7.77M0.0%+16.7%0.058%
(Data available from 1/1/2016 forward)

SPMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMD shares?

During the previous two years, 463 institutional investors and hedge funds held shares of SPDR Portfolio S&P 400 Mid Cap ETF. The most heavily invested institutionals were Creative Planning ($4.52B), Valmark Advisers Inc. ($361.30M), CWM LLC ($255.31M), AlTi Global Inc. ($201.32M), Facet Wealth Inc. ($150.62M), Envestnet Asset Management Inc. ($146.72M), and Bank of America Corp DE ($101.76M).Learn more on SPDR Portfolio S&P 400 Mid Cap ETF's institutional investors.

What percentage of SPDR Portfolio S&P 400 Mid Cap ETF's stock is owned by institutional investors?

61.70% of SPDR Portfolio S&P 400 Mid Cap ETF's stock is owned by institutional investors. Learn more on SPMD's institutional investor holdings.

Which institutional investors have been buying SPDR Portfolio S&P 400 Mid Cap ETF's stock?

Of the 347 institutional investors that purchased SPDR Portfolio S&P 400 Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Planning ($2.92M), Exchange Traded Concepts LLC ($1.73M), Farther Finance Advisors LLC ($893.97K), Pinkerton Retirement Specialists LLC ($892.71K), Thrivent Financial for Lutherans ($610.88K), Hills Bank & Trust Co ($586.90K), and Envestnet Asset Management Inc. ($555.82K).

How much institutional buying is happening at SPDR Portfolio S&P 400 Mid Cap ETF?

Institutional investors have bought a total of 16,787,154 shares in the last 24 months. This purchase volume represents approximately $908.49M in transactions.

Which of SPDR Portfolio S&P 400 Mid Cap ETF's major shareholders have been selling company stock?

Of the 158 institutional investors that sold SPDR Portfolio S&P 400 Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($1.89M), AlTi Global Inc. ($1.63M), RFG Advisory LLC ($1.32M), Wealthquest Corp ($206.66K), Cary Street Partners Financial LLC ($167.15K), Wealth Enhancement Advisory Services LLC ($165.46K), and Fifth Third Bancorp ($162.56K).

How much institutional selling is happening at SPDR Portfolio S&P 400 Mid Cap ETF?

Institutional investors have sold a total of 7,485,354 shares in the last 24 months. This volume of shares sold represents approximately $406.54M in transactions.


Related Companies

This page (NYSEARCA:SPMD) was last updated on 10/7/2025 by MarketBeat.com Staff
From Our Partners
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
The Tiny Stock Set to Soar with Musk's AI Ambitions
The Tiny Stock Set to Soar with Musk's AI Ambitions While Musk builds one of the most ambitious AI empires ...
Behind the Markets | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel