Free Trial
→ Nvidia CEO Makes First Ever Tesla Announcement (From Brownstone Research) (Ad)tc pixel Free SPMD Stock Alerts

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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$57.19 +0.68 (+1.20%)
Closing price 10/20/2025 04:10 PM Eastern
Extended Trading
$57.19 +0.00 (+0.00%)
As of 04:07 AM 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)
332
Total
Institutional Inflows
(last 12 months)
$972.79M
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$431.92M
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
10/20/2025Balance Wealth LLC24,239$1.39M0.3%+5.6%0.010%
10/20/2025Miracle Mile Advisors LLC533,768$30.53M0.5%N/A0.213%
10/20/2025Koss Olinger Consulting LLC867,326$47.17M3.8%-0.8%0.346%
10/20/2025Shum Financial Group Inc.46,824$2.68M2.0%N/A0.019%
10/20/2025Merit Financial Group LLC34,357$1.97M0.0%-8.3%0.014%
10/20/2025Meridian Financial Advisors LLC31,389$1.80M1.0%+1.6%0.013%
10/20/2025Sax Wealth Advisors LLC5,322$304K0.0%-4.9%0.002%
10/20/2025Ascent Group LLC12,737$728K0.0%-1.9%0.005%
10/20/2025Armbruster Capital Management Inc.21,015$1.20M0.2%+27.7%0.008%
10/20/2025Montz Harcus Wealth Management LLC229,796$13.14M5.7%+2.5%0.092%
10/20/2025Continuum Advisory LLC5,135$294K0.0%-4.7%0.002%
10/20/2025Pure Financial Advisors LLC71,708$4.10M0.1%-1.5%0.029%
10/17/2025Fortitude Family Office LLC13,374$765K0.2%-1.7%0.005%
10/17/2025Austin Private Wealth LLC162,336$9.28M0.7%+7.8%0.064%
10/17/2025Range Financial Group LLC48,781$2.79M1.0%-1.1%0.019%
10/17/20251900 Wealth Management LLC691,808$39.57M2.7%+10.4%0.275%
10/17/2025WorthPointe LLC15,387$880K0.3%+4.2%0.006%
10/17/2025Mattson Financial Services LLC12,939$740K0.2%+178.0%0.005%
10/17/2025Warren Street Wealth Advisors LLC169,940$9.72M2.9%+16.7%0.067%
10/17/2025Worth Asset Management LLC6,641$380K0.2%+42.1%0.003%
10/17/2025Cahaba Wealth Management Inc.437,504$25.02M1.8%+0.9%0.174%
10/17/2025Client 1ST Advisory Group LLC3,674$210K0.1%N/A0.001%
10/17/2025Sowell Financial Services LLC5,608$321K0.0%+5.3%0.002%
10/17/2025Mayflower Financial Advisors LLC77,405$4.43M0.4%+14.2%0.031%
10/17/2025NovaPoint Capital LLC52,928$3.03M0.7%+2.6%0.021%
10/17/2025Apollon Wealth Management LLC53,724$3.07M0.1%+171.0%0.021%
10/16/2025 Wealth Management Resources Inc.189,057$10.81M3.5%+1.8%0.075%
10/16/2025 Bill Few Associates Inc.95,295$5.45M1.4%+3.2%0.038%
10/16/2025 Carnegie Investment Counsel128,239$7.33M0.1%-6.4%0.051%
10/16/2025 Orange Investment Advisors Inc.30,111$1.72M0.2%+28.7%0.012%
10/16/2025 Syntegra Private Wealth Group LLC115,637$6.61M0.6%-4.4%0.046%
10/16/2025 Precision Wealth Strategies LLC8,300$475K0.2%-14.5%0.003%
10/16/2025 Rainier Family Wealth Inc.27,808$1.59M1.4%+5.6%0.011%
10/16/2025 VCI Wealth Management LLC26,381$1.51M0.5%N/A0.010%
10/15/2025 CWM LLC4,728,484$270.42M0.8%+0.7%1.878%
10/15/2025 Higgins & Schmidt Wealth Strategies LLC208,472$11.92M6.0%+2.4%0.083%
10/15/2025 Norden Group LLC3,841$220K0.0%N/A0.002%
10/15/2025 World Investment Advisors16,049$918K0.0%+7.8%0.006%
10/15/2025 Private Trust Co. NA20,120$1.15M0.1%+3.7%0.008%
10/15/2025 DAVENPORT & Co LLC8,687$497K0.0%+16.7%0.003%
10/15/2025 MJT & Associates Financial Advisory Group Inc.1,506$86K0.1%-25.2%0.001%
10/15/2025 Taylor & Morgan Wealth Management LLC11,725$671K0.4%+53.1%0.005%
10/14/2025 High Probability Advisors LLC15,343$877K0.1%-8.6%0.006%
10/14/2025 Ellenbecker Investment Group319,006$18.24M2.7%+8.2%0.126%
10/14/2025 Farther Finance Advisors LLC585,859$33.51M0.5%-39.7%0.232%
10/14/2025 21 West Wealth Management LLC42,719$2.44M2.3%+3.2%0.017%
10/14/2025 HBK Sorce Advisory LLC11,890$686K0.0%+1.8%0.005%
10/14/2025 S.A. Mason LLC34,784$1.99M0.9%+0.9%0.014%
10/14/2025 Bernard Wealth Management Corp.565$32K0.0%N/A0.000%
10/14/2025 Exchange Traded Concepts LLC1,881,210$107.59M0.9%+8.7%0.745%
10/14/2025 Retirement Income Solutions Inc.618,083$35.35M6.0%+2.3%0.245%
10/10/2025 Spinnaker Investment Group LLC5,968$341K0.1%N/A0.002%
10/10/2025 Charles Schwab Trust Co41,854$2.39M0.2%-4.6%0.017%
10/10/2025 Tilia Fiduciary Partners Inc.40,520$2.32M1.3%+53.0%0.016%
10/10/2025 Sharkey Howes & Javer60,239$3.45M0.4%-15.5%0.024%
10/10/2025 Advance Capital Management Inc.226,160$12.93M0.6%+4.2%0.090%
10/10/2025 Focus Financial Network Inc.4,773$273K0.0%N/A0.002%
10/10/2025 Signal Advisors Wealth LLC51,930$2.97M0.3%-14.1%0.021%
10/9/2025 CGN Advisors LLC170,619$9.76M0.8%+5.0%0.068%
10/9/2025 AdvisorNet Financial Inc47,098$2.69M0.2%+5.0%0.019%
10/9/2025 Financial Enhancement Group LLC32,935$1.90M0.3%+5.5%0.013%
10/9/2025 Toth Financial Advisory Corp1,132$65K0.0%N/A0.000%
10/9/2025 Marathon Strategic Advisors LLC222,953$12.75M10.2%+15.2%0.088%
10/9/2025 Waller Financial Planning Group Inc.679,846$38.88M8.9%+1.7%0.269%
10/9/2025 Peterson Wealth Advisors LLC733,679$41.90M6.3%+5.3%0.291%
10/8/2025 Fiduciary Alliance LLC6,625$379K0.0%+44.0%0.003%
10/8/2025 Wedmont Private Capital22,480$1.28M0.0%+1.7%0.009%
10/8/2025 KWB Wealth107,663$5.86M0.6%-6.4%0.043%
10/8/2025 Balefire LLC14,733$843K0.2%-5.5%0.006%
10/7/2025 First International Bank & Trust48,934$2.80M1.0%-10.5%0.019%
10/7/2025 ST Germain D J Co. Inc.427,884$24.47M1.0%+7.9%0.170%
10/6/2025 SMI Advisory Services LLC7,717$445K0.1%-4.4%0.003%
10/6/2025 Gradient 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%
(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, 481 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 ($270.42M), AlTi Global Inc. ($201.32M), Facet Wealth Inc. ($150.62M), Envestnet Asset Management Inc. ($146.72M), and Exchange Traded Concepts LLC ($107.59M).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 367 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 ($1.88M), 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 17,909,640 shares in the last 24 months. This purchase volume represents approximately $972.79M in transactions.

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

Of the 170 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), Farther Finance Advisors LLC ($385.26K), Wealthquest Corp ($206.66K), Cary Street Partners Financial LLC ($167.15K), and Wealth Enhancement Advisory Services LLC ($165.46K).

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

Institutional investors have sold a total of 7,929,638 shares in the last 24 months. This volume of shares sold represents approximately $431.96M in transactions.


Related Companies

This page (NYSEARCA:SPMD) was last updated on 10/21/2025 by MarketBeat.com Staff
From Our Partners
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | 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
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
7 market signals flashing red right now
Right now, the same 7 key indicators that predicted 1929, the 1970s stagflation, and the 2008 meltdown are all...
American Alternative | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel