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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$55.94 +0.34 (+0.61%)
As of 07/3/2025 05:00 PM Eastern
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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)
103
Total
Institutional Inflows
(last 12 months)
$213.29M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$50.41M
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SPMD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 Higgins & Schmidt Wealth Strategies LLC203,681$11.08M6.1%-0.4%0.084%
7/1/2025 Harbor Investment Advisory LLC7,618$414K0.0%-3.8%0.003%
6/16/2025Lynx Investment Advisory62,208$3.18M2.1%-5.4%0.026%
5/16/2025NewEdge Advisors LLC185,992$9.52M0.1%-8.7%0.079%
5/16/2025Integrated Wealth Concepts LLC119,230$6.10M0.1%-2.6%0.050%
5/15/2025JDM Financial Group LLC3,245$166K0.1%-13.5%0.001%
5/15/2025Graney & King LLC1,703$87K0.1%-31.3%0.001%
5/15/2025Oarsman Capital Inc.149,902$7.67M1.4%+24.9%0.063%
5/13/2025Russell Investments Group Ltd.1,151$59K0.0%N/A0.000%
5/13/2025Anfield Capital Management LLC11,859$607K0.2%-86.6%0.005%
5/12/2025Kohmann Bosshard Financial Services LLC45,711$2.34M0.3%-4.9%0.019%
5/9/2025Citizens Financial Group Inc. RI20,296$1.04M0.0%+14.9%0.009%
5/9/2025Tidemark LLC19,629$1.01M0.4%+9.8%0.008%
5/9/2025Cary Street Partners Financial LLC207,199$10.60M0.3%+4.9%0.088%
5/8/2025Sun Life Financial Inc.490,800$25.12M1.6%N/A0.207%
5/8/2025Commerce Bank50,688$2.59M0.0%-3.4%0.021%
5/8/2025Wealthquest Corp73,734$3.77M0.2%-20.8%0.031%
5/8/2025Alliance Wealth Management Group34,956$1.79M0.5%-1.8%0.015%
5/8/2025Goodman Financial Corp57,594$2.95M0.6%+1.7%0.024%
5/8/2025Towercrest Capital Management42,871$2.19M0.4%-1.8%0.018%
5/8/2025North Star Asset Management Inc.316,583$16.20M0.7%-10.9%0.134%
5/8/2025FSB Premier Wealth Management Inc.22,454$1.15M0.4%+5.0%0.009%
5/8/2025Arkadios Wealth Advisors16,750$857K0.0%+52.5%0.007%
5/7/2025MJT & Associates Financial Advisory Group Inc.2,013$103K0.1%N/A0.001%
5/7/2025Sterling Investment Advisors Ltd.39,004$2.00M0.5%+20.0%0.016%
5/7/2025Motco15,389$788K0.1%N/A0.007%
5/6/2025USAdvisors Wealth Management LLC5,218$267K0.1%-34.0%0.002%
5/6/2025Richardson Financial Services Inc.19,838$1.02M0.8%+9.6%0.008%
5/6/2025Madison Asset Management LLC48,524$2.48M0.0%+0.6%0.021%
5/5/2025Crestwood Advisors Group LLC67,916$3.48M0.1%N/A0.029%
5/5/2025Jackson Creek Investment Advisors LLC15,531$795K0.3%+1.8%0.007%
5/2/2025Graypoint LLC13,367$684K0.0%+1.7%0.006%
5/2/2025BIP Wealth LLC20,502$1.05M0.1%-11.4%0.009%
5/2/2025First Command Advisory Services Inc.954,186$48.84M0.5%+17.6%0.403%
5/1/2025LRI Investments LLC509$26K0.0%N/A0.000%
5/1/2025Exchange Capital Management Inc.205,914$10.54M1.7%+9.3%0.087%
4/30/2025Financial Gravity Asset Management Inc.263,872$13.51M2.9%N/A0.112%
4/29/2025Bank of New York Mellon Corp16,980$869K0.0%+113.6%0.007%
4/28/2025Private Trust Co. NA20,476$1.05M0.1%-10.7%0.009%
4/25/2025MorganRosel Wealth Management LLC500$26K0.0%N/A0.000%
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4/25/2025Sumitomo Mitsui Trust Group Inc.93,300$4.78M0.0%+64.0%0.039%
4/24/2025Golden State Wealth Management LLC68,684$3.52M0.5%+32.0%0.029%
4/23/2025Western Wealth Management LLC191,098$9.78M0.6%-16.9%0.081%
4/23/2025Creative Financial Designs Inc. ADV12,396$634K0.1%+23.4%0.005%
4/23/2025SOL Capital Management CO64,255$3.29M0.4%+11.6%0.027%
4/23/2025Golden State Wealth Management LLC137,309$7.03M0.5%+164.0%0.058%
4/23/2025Bessemer Group Inc.8,864$454K0.0%-23.7%0.004%
4/23/2025S.A. Mason LLC33,985$1.74M0.9%+1.6%0.014%
4/23/2025Fourth Dimension Wealth LLC9,017$461K0.2%+3.8%0.004%
4/22/2025Cambridge Investment Research Advisors Inc.158,072$8.09M0.0%+0.4%0.067%
4/22/2025Altrius Capital Management Inc4,110$210K0.1%-11.7%0.002%
4/22/2025Crews Bank & Trust380,046$19.45M3.3%+0.7%0.161%
4/21/2025Citizens & Northern Corp291,195$14.90M4.2%+3.8%0.123%
4/21/2025Lumbard & Kellner LLC177,385$9.08M4.0%+72.8%0.075%
4/21/2025PSI Advisors LLC191,919$9.82M3.2%+3.7%0.081%
4/21/2025Kingswood Wealth Advisors LLC7,278$372K0.0%-5.9%0.003%
4/17/2025Vicus Capital14,636$749K0.1%+2.6%0.006%
4/17/2025Janney Montgomery Scott LLC17,164$878K0.0%-7.1%0.007%
4/16/2025IAG Wealth Partners LLC196,673$10.07M1.6%+7.5%0.083%
4/15/2025GPS Wealth Strategies Group LLC12,235$626K0.1%-15.6%0.005%
4/15/2025Zhang Financial LLC142,578$7.30M0.4%+23.4%0.060%
4/15/2025Ellenbecker Investment Group238,402$12.20M2.2%+82.9%0.101%
4/15/2025Curbstone Financial Management Corp20,000$1.02M0.2%+1.8%0.008%
4/15/2025Collier Financial2,215$113K0.1%+1,202.9%0.001%
4/15/2025Prairie Sky Financial Group LLC24,967$1.28M0.8%-4.9%0.011%
4/14/2025Farther Finance Advisors LLC420,487$21.64M0.6%+34.5%0.178%
4/14/2025Tilia Fiduciary Partners Inc.24,889$1.27M0.8%+8.7%0.011%
4/11/2025Hudson Valley Investment Advisors Inc. ADV16,297$834K0.1%+14.8%0.007%
4/11/2025Butensky & Cohen Financial Security Inc.18,186$931K0.3%+1.6%0.008%
4/9/2025ST Germain D J Co. Inc.353,678$18.10M0.8%+7.9%0.150%
4/9/2025 Harbor Investment Advisory LLC7,920$405K0.0%+5.1%0.003%
4/9/2025NBC Securities Inc.3,278$167K0.0%+109,166.7%0.001%
4/8/2025Allied Investment Advisors LLC5,714$292K0.1%N/A0.002%
4/8/2025Fifth Third Wealth Advisors LLC12,480$639K0.0%+68.1%0.005%
4/8/2025Global Financial Private Client LLC10,765$551K0.2%+2.3%0.005%
4/8/2025Parallel Advisors LLC4,159$213K0.0%N/A0.002%
4/7/2025AdvisorNet Financial Inc43,350$2.22M0.2%+1.7%0.018%
3/24/2025Mascagni Wealth Management Inc.998$55K0.0%N/A0.000%
2/24/2025Ameriflex Group Inc.601$34K0.0%N/A0.000%
2/19/2025North Star Asset Management Inc.355,123$19.42M0.9%-2.8%0.182%
2/18/2025Fourth Dimension Wealth LLC8,687$525K0.3%N/A0.004%
2/18/2025Pinkerton Retirement Specialists LLC186,897$10.22M1.5%-11.9%0.096%
2/17/2025BOKF NA118,388$6.43M0.1%N/A0.061%
2/17/2025Captrust Financial Advisors58,263$3.19M0.0%+34.0%0.030%
2/17/2025Cary Street Partners Financial LLC197,583$10.81M0.3%N/A0.101%
2/17/2025Baird Financial Group Inc.7,355$402K0.0%+55.5%0.004%
2/17/2025BIP Wealth LLC23,131$1.27M0.1%-2.9%0.012%
2/17/2025Ameriprise Financial Inc.440,672$24.10M0.0%+6.9%0.226%
2/14/2025Headland Capital LLC98,992$5.41M1.9%N/A0.051%
2/14/2025Integrated Wealth Concepts LLC122,432$6.70M0.1%+10.3%0.063%
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2/14/2025Coppell Advisory Solutions LLC932$51K0.0%+1,231.4%0.000%
2/14/2025IHT Wealth Management LLC124,439$6.81M0.2%+4.2%0.064%
2/13/2025United Capital Financial Advisors LLC61,209$3.35M0.0%+80.3%0.031%
2/13/2025M Holdings Securities Inc.145,249$7.94M1.2%-4.9%0.075%
2/13/2025Bessemer Group Inc.11,614$635K0.0%-30.3%0.006%
2/13/2025Oarsman Capital Inc.120,032$6.57M1.1%+10.0%0.062%
2/12/2025Alliance Wealth Management Group35,614$1.95M0.5%-3.8%0.018%
2/12/2025JPMorgan Chase & Co.140,551$7.69M0.0%+6.3%0.072%
2/12/2025Graney & King LLC2,480$136K0.1%N/A0.001%
2/11/2025Lynx Investment Advisory65,785$3.60M2.5%+2.2%0.034%
(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, 154 institutional investors and hedge funds held shares of SPDR Portfolio S&P 400 Mid Cap ETF. The most heavily invested institutionals were First Command Advisory Services Inc. ($48.84M), Sun Life Financial Inc. ($25.12M), Ameriprise Financial Inc. ($24.10M), Farther Finance Advisors LLC ($21.64M), Crews Bank & Trust ($19.45M), ST Germain D J Co. Inc. ($18.10M), and North Star Asset Management Inc. ($16.20M).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 136 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: Pinkerton Retirement Specialists LLC ($892.71K), Sun Life Financial Inc. ($490.80K), Crews Bank & Trust ($380.05K), Farther Finance Advisors LLC ($360.68K), ST Germain D J Co. Inc. ($324.04K), Financial Gravity Asset Management Inc. ($263.87K), and Ellenbecker Investment Group ($238.40K).

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

Institutional investors have bought a total of 4,027,490 shares in the last 24 months. This purchase volume represents approximately $213.29M in transactions.

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

Of the 51 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: Wealthquest Corp ($185.43K), M Holdings Securities Inc. ($152.37K), IHT Wealth Management LLC ($135.51K), Pinkerton Retirement Specialists LLC ($133.44K), Anfield Capital Management LLC ($76.98K), North Star Asset Management Inc. ($48.93K), and Western Wealth Management LLC ($38.85K).

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

Institutional investors have sold a total of 943,644 shares in the last 24 months. This volume of shares sold represents approximately $50.41M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 7/4/2025 by MarketBeat.com Staff
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