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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
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$57.19 +0.00 (+0.00%)
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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
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SPMD Institutional Buying and Selling by Quarter

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

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.



This page (NYSEARCA:SPMD) was last updated on 10/21/2025 by MarketBeat.com Staff
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