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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)

Current
Institutional Ownership
Percentage
61.70%
Number of
Institutional Buyers
(last 12 months)
304
Total
Institutional Inflows
(last 12 months)
$868.30M
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$404.05M
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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
8/20/2025 Thompson Davis & CO. Inc.6,950$378K0.2%-28.0%0.003%
8/20/2025 Coppell Advisory Solutions LLC12,488$679K0.1%N/A0.005%
8/19/2025 Advisory Services Network LLC15,339$847K0.0%-4.4%0.006%
8/16/2025 Evergreen Capital Management LLC85,221$4.63M0.1%+0.4%0.035%
8/16/2025 Headlands Technologies LLC697$38K0.0%N/A0.000%
8/15/2025 Tower Research Capital LLC TRC 25,730$1.40M0.0%+22,873.2%0.010%
8/15/2025 Corient Private Wealth LLC846,902$46.06M0.1%+117.8%0.345%
8/15/2025 Equitable Holdings Inc.515,423$28.03M0.2%+7.1%0.210%
8/15/2025 Captrust Financial Advisors32,896$1.79M0.0%-21.8%0.013%
8/15/2025 Truefg LLC75,165$4.09M1.2%+4.1%0.031%
8/15/2025 Manhattan West Asset Management LLC65,341$3.55M0.8%+8.9%0.027%
8/15/2025 WFA of San Diego LLC4,176$227K0.2%N/A0.002%
8/15/2025 Orion Porfolio Solutions LLC112,315$6.11M0.0%-39.2%0.046%
8/15/2025 MML Investors Services LLC460,627$25.05M0.1%+11.2%0.188%
8/15/2025 Modern Wealth Management LLC25,976$1.41M0.0%N/A0.011%
8/15/2025 IHT Wealth Management LLC124,052$6.75M0.2%-3.0%0.051%
8/15/2025 Great Valley Advisor Group Inc.638,392$34.72M0.8%-0.1%0.260%
8/15/2025 EP Wealth Advisors LLC11,153$606K0.0%+152.6%0.005%
8/15/2025 Curi Capital LLC7,368$401K0.0%N/A0.003%
8/15/2025 Bank of America Corp DE1,871,221$101.76M0.0%-0.5%0.763%
8/15/2025 Ameriprise Financial Inc.509,894$27.74M0.0%+4.8%0.208%
8/15/2025 AQR Capital Management LLC144,138$7.84M0.0%+185.7%0.059%
8/14/2025 MGB Wealth Management LLC13,339$725K0.2%-3.5%0.005%
8/14/2025 Jane Street Group LLC15,753$857K0.0%-47.6%0.006%
8/14/2025 Ausdal Financial Partners Inc.84,405$4.59M0.3%+15.0%0.034%
8/14/2025 Vista Investment Management76,085$4.14M1.5%+2.6%0.031%
8/14/2025 Raymond James Financial Inc.260,228$14.15M0.0%-15.2%0.106%
8/14/2025 Quantinno Capital Management LP52,134$2.84M0.0%-9.6%0.021%
8/14/2025 Tennessee Valley Asset Management Partners93,944$5.11M1.3%+5.6%0.038%
8/14/2025 Vivaldi Capital Management LP107,729$5.86M0.9%-2.2%0.044%
8/14/2025 NewEdge Advisors LLC178,537$9.71M0.0%-4.0%0.073%
8/14/2025 Qube Research & Technologies Ltd1,036$56K0.0%N/A0.000%
8/14/2025 Pecaut & CO.152,256$8.28M2.7%-1.0%0.062%
8/14/2025 Financial Strategies Group Inc.384,152$21.36M4.5%+4.4%0.157%
8/14/2025 Acorn Wealth Advisors LLC5,277$287K0.1%N/A0.002%
8/14/2025 L2 Asset Management LLC5,954$324K0.1%N/A0.002%
8/14/2025 Vertex Planning Partners LLC5,926$322K0.1%+4.5%0.002%
8/14/2025 Balance Wealth LLC22,947$1.25M0.7%-4.2%0.009%
8/14/2025 Cary Street Partners Financial LLC40,046$2.18M0.1%-80.7%0.016%
8/14/2025 Cerity Partners LLC128,408$6.98M0.0%+54.1%0.052%
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8/13/2025 Jump Financial LLC53,598$2.92M0.0%N/A0.022%
8/13/2025 Shepherd Financial Partners LLC281,857$15.33M1.6%+2.4%0.115%
8/13/2025 SageView Advisory Group LLC5,035$283K0.0%-24.5%0.002%
8/13/2025 Flow Traders U.S. LLC93,047$5.06M0.2%N/A0.038%
8/13/2025 Gateway Wealth Partners LLC29,781$1.62M0.3%+19.2%0.012%
8/13/2025 Brown Advisory Inc.4,192$228K0.0%N/A0.002%
8/13/2025 M Holdings Securities Inc.148,142$8.06M1.4%+3.0%0.060%
8/13/2025 GeoWealth Management LLC75,179$4.09M0.2%+418.2%0.031%
8/13/2025 Crescent Grove Advisors LLC37,099$2.02M0.2%+1.3%0.015%
8/13/2025 Luminist Capital LLC58,553$3.22M3.2%N/A0.024%
8/13/2025 CW Advisors LLC10,259$558K0.0%-2.6%0.004%
8/13/2025 IAG Wealth Partners LLC205,089$11.15M1.5%+4.3%0.084%
8/13/2025 Twin Peaks Wealth Advisors LLC565$32K0.0%N/A0.000%
8/13/2025 WCG Wealth Advisors LLC21,836$1.19M0.1%N/A0.009%
8/13/2025 Beacon Pointe Advisors LLC181,130$9.85M0.1%+4.1%0.074%
8/13/2025 Smith Moore & CO.13,244$720K0.1%+2.1%0.005%
8/13/2025 Lumbard & Kellner LLC179,723$9.77M4.3%+1.3%0.073%
8/13/2025 VestGen Advisors LLC16,468$901K0.0%-5.0%0.007%
8/13/2025 Financial Freedom LLC5,199$283K0.2%-34.1%0.002%
8/13/2025 Millington Financial Advisors LLC137,303$7.75M3.9%+11.5%0.056%
8/13/2025 Leslie Global Wealth LLC13,229$719K0.4%-1.6%0.005%
8/13/2025 Lido Advisors LLC3,828$208K0.0%-9.8%0.002%
8/13/2025 Stablepoint Partners LLC6,837$372K0.1%-5.7%0.003%
8/13/2025 Wealthquest Corp52,507$2.86M0.2%-28.8%0.021%
8/13/2025 Measured Wealth Private Client Group LLC89,928$4.89M1.5%-13.8%0.037%
8/13/2025 Level Four Advisory Services LLC7,133$388K0.0%-3.6%0.003%
8/13/2025 Northwestern Mutual Wealth Management Co.1,549,804$84.28M0.1%+25.6%0.632%
8/13/2025 Stevens Capital Partners32,591$1.79M0.6%-1.4%0.013%
8/13/2025 Elevation Point Wealth Partners LLC9,535$519K0.0%+54.9%0.004%
8/13/2025 Russell Investments Group Ltd.2,617$142K0.0%+127.4%0.001%
8/12/2025 J.W. Cole Advisors Inc.20,287$1.10M0.0%N/A0.008%
8/12/2025 Blueprint Financial Advisors LLC16,255$884K0.3%N/A0.007%
8/12/2025 North Star Asset Management Inc.264,422$14.38M0.6%-16.5%0.108%
8/12/2025 Financial Advocates Investment Management26,841$1.46M0.1%+12.5%0.011%
8/12/2025 XTX Topco Ltd3,790$206K0.0%N/A0.002%
8/12/2025 Steward Partners Investment Advisory LLC7,695$418K0.0%+372.1%0.003%
8/12/2025 Quadcap Wealth Management LLC19,482$1.06M0.1%-6.4%0.008%
8/12/2025 CreativeOne Wealth LLC25,140$1.37M0.0%-28.4%0.010%
8/12/2025 Global Retirement Partners LLC474,386$25.80M0.6%N/A0.193%
8/12/2025 Coldstream Capital Management Inc.259,226$14.10M0.2%+2,118.3%0.106%
8/12/2025 AlphaCore Capital LLC23,414$1.27M0.0%+1,653.9%0.010%
8/12/2025 Kohmann Bosshard Financial Services LLC44,891$2.44M0.3%-1.8%0.018%
8/12/2025 Franklin Resources Inc.17,021$926K0.0%+6.2%0.007%
8/12/2025 Seeds Investor LLC7,960$433K0.1%N/A0.003%
8/12/2025 JPMorgan Chase & Co.142,911$7.77M0.0%+16.7%0.058%
8/12/2025 Power Wealth Management LLC47,551$2.59M1.0%+4.6%0.019%
8/12/2025 Garrett Wealth Advisory Group LLC7,678$418K0.1%+7.8%0.003%
8/11/2025 Pineridge Advisors LLC681$37K0.0%N/A0.000%
8/11/2025 HHM Wealth Advisors LLC860,852$46.81M5.6%+6.0%0.352%
8/11/2025 Wealthspire Advisors LLC168,018$9.14M0.1%+2.6%0.069%
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8/11/2025 Perennial Investment Advisors LLC94,616$5.15M0.5%-2.9%0.039%
8/11/2025 Dorsey & Whitney Trust CO LLC14,024$763K0.0%N/A0.006%
8/11/2025 Rothschild Investment LLC727$40K0.0%+37.4%0.000%
8/11/2025 Farrow Financial Inc.48,326$2.63M1.6%+0.6%0.020%
8/11/2025 PAX Financial Group LLC24,509$1.33M0.3%-11.4%0.010%
8/8/2025 Financial Gravity Companies Inc.283,724$15.43M2.4%N/A0.116%
8/8/2025 Rockefeller Capital Management L.P.285,956$15.55M0.0%+10.4%0.117%
8/8/2025 Kingsview Wealth Management LLC28,538$1.55M0.0%+3.0%0.012%
8/8/2025 Citizens Financial Group Inc. RI22,951$1.25M0.0%+13.1%0.009%
8/8/2025 Collaborative Wealth Managment Inc.171,330$9.32M4.1%+0.9%0.070%
(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, 453 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 339 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 ($911.32K), Pinkerton Retirement Specialists LLC ($892.71K), Hills Bank & Trust Co ($586.90K), Envestnet Asset Management Inc. ($555.82K), and Sun Life Financial Inc. ($490.80K).

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

Institutional investors have bought a total of 16,051,442 shares in the last 24 months. This purchase volume represents approximately $868.30M in transactions.

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

Of the 156 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 7,439,855 shares in the last 24 months. This volume of shares sold represents approximately $404.05M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 8/22/2025 by MarketBeat.com Staff
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