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

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$194.51M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$183.93M
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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
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%
4/30/2025 Financial Gravity Asset Management Inc.263,872$13.51M2.9%N/A0.112%
4/29/2025 Bank of New York Mellon Corp16,980$869K0.0%+113.6%0.007%
4/28/2025 Private Trust Co. NA20,476$1.05M0.1%-10.7%0.009%
4/25/2025 MorganRosel Wealth Management LLC500$26K0.0%N/A0.000%
4/25/2025 Sumitomo Mitsui Trust Group Inc.93,300$4.78M0.0%+64.0%0.039%
4/24/2025 Golden State Wealth Management LLC68,684$3.52M0.5%+32.0%0.029%
4/23/2025 Western Wealth Management LLC191,098$9.78M0.6%-16.9%0.081%
4/23/2025 Creative Financial Designs Inc. ADV12,396$634K0.1%+23.4%0.005%
4/23/2025 SOL Capital Management CO64,255$3.29M0.4%+11.6%0.027%
4/23/2025 Golden State Wealth Management LLC137,309$7.03M0.5%+164.0%0.058%
4/23/2025 Bessemer Group Inc.8,864$454K0.0%-23.7%0.004%
4/23/2025 S.A. Mason LLC33,985$1.74M0.9%+1.6%0.014%
4/23/2025 Fourth Dimension Wealth LLC9,017$461K0.2%+3.8%0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.158,072$8.09M0.0%+0.4%0.067%
4/22/2025 Altrius Capital Management Inc4,110$210K0.1%-11.7%0.002%
4/22/2025 Crews Bank & Trust380,046$19.45M3.3%+0.7%0.161%
4/21/2025 Citizens & Northern Corp291,195$14.90M4.2%+3.8%0.123%
4/21/2025 Lumbard & Kellner LLC177,385$9.08M4.0%+72.8%0.075%
4/21/2025 PSI Advisors LLC191,919$9.82M3.2%+3.7%0.081%
4/21/2025 Kingswood Wealth Advisors LLC7,278$372K0.0%-5.9%0.003%
4/17/2025 Vicus Capital14,636$749K0.1%+2.6%0.006%
4/17/2025 Janney Montgomery Scott LLC17,164$878K0.0%-7.1%0.007%
4/16/2025 IAG Wealth Partners LLC196,673$10.07M1.6%+7.5%0.083%
4/15/2025 GPS Wealth Strategies Group LLC12,235$626K0.1%-15.6%0.005%
4/15/2025 Zhang Financial LLC142,578$7.30M0.4%+23.4%0.060%
4/15/2025 Ellenbecker Investment Group238,402$12.20M2.2%+82.9%0.101%
4/15/2025 Curbstone Financial Management Corp20,000$1.02M0.2%+1.8%0.008%
4/15/2025 Collier Financial2,215$113K0.1%+1,202.9%0.001%
4/15/2025 Prairie Sky Financial Group LLC24,967$1.28M0.8%-4.9%0.011%
4/14/2025 Farther Finance Advisors LLC420,487$21.64M0.6%+34.5%0.178%
4/14/2025 Tilia Fiduciary Partners Inc.24,889$1.27M0.8%+8.7%0.011%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV16,297$834K0.1%+14.8%0.007%
4/11/2025 Butensky & Cohen Financial Security Inc.18,186$931K0.3%+1.6%0.008%
4/9/2025 ST 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%
4/9/2025 NBC Securities Inc.3,278$167K0.0%+109,166.7%0.001%
4/8/2025 Allied Investment Advisors LLC5,714$292K0.1%N/A0.002%
4/8/2025 Fifth Third Wealth Advisors LLC12,480$639K0.0%+68.1%0.005%
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4/8/2025 Global Financial Private Client LLC10,765$551K0.2%+2.3%0.005%
4/8/2025 Parallel Advisors LLC4,159$213K0.0%N/A0.002%
4/7/2025 AdvisorNet Financial Inc43,350$2.22M0.2%+1.7%0.018%
3/24/2025 Mascagni 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%
2/18/2025 Fourth 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%
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%
2/13/2025 Bessemer 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%
2/11/2025Towercrest Capital Management43,673$2.39M0.4%-3.2%0.022%
2/11/2025M Holdings Securities Inc.7,944$434K0.3%-94.8%0.004%
2/11/2025Millstone Evans Group LLC900$49K0.0%N/A0.000%
2/11/2025Goodman Financial Corp56,653$3.10M0.7%-4.0%0.029%
2/11/2025Whittier Trust Co.1,851$101K0.0%-22.9%0.001%
2/10/2025 Creative Financial Designs Inc. ADV10,042$549K0.0%+58.7%0.005%
2/10/2025Eldridge Investment Advisors Inc.15,389$842K0.2%+24.5%0.008%
2/10/2025Tidemark LLC17,871$977K0.4%-2.2%0.009%
2/10/2025Madison Investment Advisors LLC48,222$2.64M0.0%N/A0.025%
2/10/2025 IAG Wealth Partners LLC182,901$10.00M1.8%+2.3%0.094%
2/10/2025Great Lakes Advisors LLC3,662$200K0.0%N/A0.002%
2/10/2025 Farther Finance Advisors LLC312,663$17.10M0.6%+32.7%0.160%
2/10/2025EverSource Wealth Advisors LLC4,790$262K0.0%+2,621.6%0.002%
2/7/2025Citizens Financial Group Inc. RI17,660$966K0.0%N/A0.009%
2/7/2025Jackson Creek Investment Advisors LLC15,259$835K0.3%+24.7%0.008%
2/6/2025Ethos Financial Group LLC14,361$785K0.1%-28.7%0.007%
2/6/2025 Synergy Investment Management LLC1,441$79K0.0%N/A0.001%
2/6/2025SBI Securities Co. Ltd.1,168$64K0.0%N/A0.001%
2/6/2025Jones Financial Companies Lllp5,657$309K0.0%+204.8%0.003%
2/5/2025MMA Asset Management LLC36,157$1.98M0.9%N/A0.019%
2/5/2025Kohmann Bosshard Financial Services LLC48,059$2.63M0.3%-2.7%0.025%
2/5/2025Anfield Capital Management LLC88,201$4.82M1.8%+1.5%0.045%
2/5/2025Fisher Asset Management LLC5,849$320K0.0%N/A0.003%
2/5/2025 Private Trust Co. NA22,935$1.25M0.1%+5.0%0.012%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
2/5/2025 Altrius Capital Management Inc4,655$255K0.1%-5.3%0.002%
2/5/2025First Command Advisory Services Inc.811,462$44.38M0.4%+12.8%0.416%
2/5/2025 Magnolia Private Wealth LLC8,196$448K0.3%N/A0.004%
2/4/2025Sterling Investment Advisors Ltd.32,510$1.78M0.4%-1.5%0.017%
2/4/2025Exchange Capital Management Inc.188,370$10.30M1.6%+18.6%0.097%
2/4/2025 Bank of New York Mellon Corp7,951$435K0.0%N/A0.004%
2/4/2025 Abound Financial LLC162,675$8.90M4.5%N/A0.083%
1/31/2025 Citizens & Northern Corp280,513$15.34M4.2%+0.9%0.144%
1/30/2025 Vicus Capital14,270$780K0.1%+6.0%0.007%
1/29/2025 Arlington Trust Co LLC3,436$188K0.0%-13.0%0.002%
(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, 149 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. ($44.38M), Assetmark Inc. ($26.09M), Ameriprise Financial Inc. ($24.10M), Farther Finance Advisors LLC ($21.64M), Crews Bank & Trust ($19.45M), North Star Asset Management Inc. ($19.42M), and ST Germain D J Co. Inc. ($18.10M).Learn more on SPMD's institutional investors.

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

Of the 133 institutional investors that purchased SPDR Portfolio S&P 400 Mid Cap ETF 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), 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), Ellenbecker Investment Group ($238.40K), and North Star Asset Management Inc. ($206.96K).

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

Institutional investors have bought a total of 5,908,342 shares in the last 24 months. This purchase volume represents approximately $299.54M in transactions.

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

Of the 65 institutional investors that sold SPDR Portfolio S&P 400 Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($2.66M), M Holdings Securities Inc. ($306.74K), Wealthquest Corp ($166.11K), IHT Wealth Management LLC ($135.51K), Pinkerton Retirement Specialists LLC ($133.44K), Integrated Wealth Concepts LLC ($72.92K), and PSI Advisors LLC ($62.54K).

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

Institutional investors have sold a total of 3,879,997 shares in the last 24 months. This volume of shares sold represents approximately $204.21M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 5/1/2025 by MarketBeat.com Staff
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