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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$54.43 -0.82 (-1.48%)
Closing price 08/1/2025 04:10 PM Eastern
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$54.43 0.00 (0.00%)
As of 08/1/2025 04:10 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)
216
Total
Institutional Inflows
(last 12 months)
$502.52M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$362.54M
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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
8/1/2025Oarsman Capital Inc.204,449$11.12M1.7%+36.4%0.084%
8/1/2025Motco9,028$499K0.0%-41.3%0.004%
8/1/2025Austin Private Wealth LLC150,610$8.19M0.6%+72.8%0.062%
8/1/2025Zhang Financial LLC153,067$8.32M0.4%+7.4%0.063%
8/1/2025First National Trust Co364,101$19.80M0.7%-1.2%0.149%
8/1/2025Advisory Alpha LLC13,984$761K0.0%-3.4%0.006%
8/1/2025Facet Wealth Inc.2,726,120$150.62M3.4%+10.4%1.116%
8/1/2025Koss Olinger Consulting LLC874,665$47.56M3.9%+0.8%0.358%
8/1/2025First Command Advisory Services Inc.1,139,430$61.96M0.5%+19.4%0.467%
8/1/2025Envestnet Asset Management Inc.2,698,043$146.72M0.0%+25.9%1.105%
7/31/2025 Resonant Capital Advisors LLC109,559$5.96M0.4%+25.2%0.045%
7/31/2025 Orion Capital Management LLC5,615$305K0.1%-9.4%0.002%
7/31/2025 Jordan Park Group LLC8,702$473K0.0%-40.8%0.004%
7/31/2025 Guardian Wealth Advisors LLC3,850$209K0.1%N/A0.002%
7/31/2025 Brighton Jones LLC7,012$381K0.0%-17.2%0.003%
7/31/2025 AF Advisors Inc.128,000$6.96M2.4%N/A0.052%
7/31/2025 Stegent Equity Advisors Inc.15,136$823K0.7%-1.3%0.006%
7/31/2025 BIP Wealth LLC19,682$1.07M0.1%-4.0%0.008%
7/31/2025 Ranch Capital Advisors Inc.14,507$789K0.3%+9.6%0.006%
7/31/2025 Sumitomo Mitsui Trust Group Inc.109,700$5.97M0.0%+17.6%0.045%
7/31/2025 AlTi Global Inc.3,702,113$201.32M5.1%-30.6%1.516%
7/31/2025 Carnegie Investment Counsel136,985$7.45M0.1%+2.6%0.056%
7/30/2025 KPP Advisory Services LLC4,299$234K0.0%N/A0.002%
7/30/2025 Roman Butler Fullerton & Co.5,155$291K0.1%+10.3%0.002%
7/30/2025 Brookstone Capital Management4,480$244K0.0%N/A0.002%
7/30/2025 Citizens & Northern Corp232,206$12.63M3.4%-20.3%0.095%
7/30/2025 Retirement Planning Group LLC55,526$3.02M0.1%-13.4%0.023%
7/30/2025 Cavalier Investments LLC36,840$2.00M0.6%-11.2%0.015%
7/30/2025 Fingerlakes Wealth Management Inc.23,473$1.28M1.0%-1.3%0.010%
7/30/2025 Syntegra Private Wealth Group LLC121,008$6.58M0.7%-40.4%0.050%
7/30/2025 Berkeley Capital Partners LLC134,797$7.33M1.9%+2.2%0.055%
7/30/2025 Nottingham Advisors Inc.117,238$6.38M0.9%+17.2%0.048%
7/30/2025 Canvas Wealth Advisors LLC15,198$856K0.2%+65.0%0.006%
7/30/2025 Evermay Wealth Management LLC269,232$14.64M1.8%+12.8%0.110%
7/30/2025 WBH Advisory Inc.207,691$11.29M1.0%-1.2%0.085%
7/29/2025 Alaska Wealth Advisors27,104$1.47M0.2%+8.2%0.011%
7/29/2025 Chicago Partners Investment Group LLC110,268$6.23M0.2%+3.6%0.045%
7/29/2025 Goldstein Advisors LLC9,406$511K0.1%-5.3%0.004%
7/29/2025 International Assets Investment Management LLC14,165$770K0.0%N/A0.006%
7/29/2025 Northern Capital Management Inc.13,764$748K0.4%+4.1%0.006%
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7/29/2025 Marathon Strategic Advisors LLC193,545$10.53M9.8%+20.2%0.079%
7/29/2025 Tradewinds Capital Management LLC53,641$2.92M0.7%+23.2%0.022%
7/29/2025 Curbstone Financial Management Corp21,700$1.18M0.2%+8.5%0.009%
7/29/2025 Lutz Financial Services LLC9,264$504K0.0%-10.4%0.004%
7/29/2025 Stratos Wealth Partners LTD.119,679$6.51M0.1%-0.2%0.049%
7/29/2025 Stratos Wealth Advisors LLC46,596$2.53M0.1%+6.0%0.019%
7/29/2025 Private Trust Co. NA19,410$1.06M0.1%-5.2%0.008%
7/29/2025 Kraft Davis & Associates LLC24,264$1.37M0.4%+3.0%0.010%
7/29/2025 Mattson Financial Services LLC4,654$253K0.1%+1,029.6%0.002%
7/29/2025 Semitam Bonam LLC37,168$2.02M1.9%N/A0.015%
7/28/2025 WealthPLAN Partners LLC5,212$283K0.0%+6.5%0.002%
7/28/2025 Evernest Financial Advisors LLC17,846$970K0.3%N/A0.007%
7/28/2025 WealthPlan Investment Management LLC12,720$692K0.1%-3.9%0.005%
7/28/2025 Duncker Streett & Co. Inc.16,256$884K0.2%-10.3%0.007%
7/28/2025 Prairie Sky Financial Group LLC24,097$1.31M0.7%-3.5%0.010%
7/28/2025 Harbour Investments Inc.45,705$2.49M0.1%+3.5%0.019%
7/28/2025 JGP Wealth Management LLC4,420$240K0.0%N/A0.002%
7/28/2025 Courier Capital LLC10,830$589K0.0%+1.7%0.004%
7/28/2025 RFG Advisory LLC576,157$31.33M0.7%-69.7%0.236%
7/28/2025 Axxcess Wealth Management LLC17,990$978K0.0%+20.1%0.007%
7/25/2025 NorthRock Partners LLC3,474$189K0.0%-15.7%0.001%
7/25/2025 Envestnet Portfolio Solutions Inc.398,243$21.66M0.1%+7.9%0.163%
7/25/2025 Astoria Portfolio Advisors LLC.5,483$307K0.1%N/A0.002%
7/25/2025 Total Clarity Wealth Management Inc.22,036$1.20M0.3%+35.7%0.009%
7/25/2025 MGO One Seven LLC5,969$325K0.0%+16.8%0.002%
7/25/2025 Bill Few Associates Inc.92,346$5.02M1.4%+53.1%0.038%
7/25/2025 Dynamic Financial Group3,823$208K0.2%N/A0.002%
7/25/2025 Landmark Wealth Management LLC7,511$408K0.2%+11.6%0.003%
7/25/2025 CWM LLC4,694,872$255.31M0.9%-28.7%1.922%
7/25/2025 Apollon Wealth Management LLC19,826$1.08M0.0%+134.8%0.008%
7/25/2025 Fifth Third Wealth Advisors LLC9,129$496K0.0%-26.9%0.004%
7/25/2025 Richardson Financial Services Inc.19,582$1.08M0.7%-1.3%0.008%
7/24/2025 Comprehensive Money Management Services LLC17,880$972K0.7%+1.7%0.007%
7/24/2025 JNBA Financial Advisors827,232$44.99M4.3%-0.7%0.339%
7/24/2025 Drucker Wealth 3.0 LLC12,349$689K0.1%+12.8%0.005%
7/24/2025 Wealth Management Resources Inc.185,758$10.10M3.4%+11.3%0.076%
7/24/2025 IFP Advisors Inc63,887$3.47M0.1%+5.4%0.026%
7/24/2025 Blair William & Co. IL681,911$37.08M0.1%-1.4%0.279%
7/24/2025 CarsonAllaria Wealth Management Ltd.73,592$4.00M2.1%+20.2%0.030%
7/23/2025 Values Added Financial LLC6,120$333K0.2%+50.9%0.003%
7/23/2025 Capital Management Associates Inc16,943$921K0.3%-49.8%0.007%
7/23/2025 Valmark Advisers Inc.6,643,917$361.30M5.0%+4.3%2.720%
7/23/2025 Armbruster Capital Management Inc.16,454$895K0.2%-12.2%0.007%
7/23/2025 Louisiana State Employees Retirement System169,200$9.20M0.2%-13.7%0.069%
7/23/2025 Sax Wealth Advisors LLC5,597$304K0.0%-13.1%0.002%
7/23/2025 TPG Financial Advisors LLC178,508$9.71M3.9%-5.7%0.073%
7/23/2025 Watershed Private Wealth LLC15,010$816K0.3%-33.9%0.006%
7/23/2025 Kingswood Wealth Advisors LLC5,771$314K0.0%-20.7%0.002%
7/23/2025 Roundview Capital LLC22,338$1.22M0.1%-5.8%0.009%
7/23/2025 Sachetta LLC14,331$779K0.3%+52,977.8%0.006%
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7/23/2025 Tyche Wealth Partners LLC9,663$525K0.1%-8.2%0.004%
7/23/2025 KPP Advisory Services LLC4,299$234K0.1%N/A0.002%
7/23/2025 Prime Capital Investment Advisors LLC4,780$260K0.0%-38.1%0.002%
7/22/2025 Belpointe Asset Management LLC6,839$372K0.0%-46.9%0.003%
7/22/2025 Valeo Financial Advisors LLC5,690$309K0.0%N/A0.002%
7/22/2025 DAVENPORT & Co LLC7,441$405K0.0%+15.7%0.003%
7/22/2025 Valpey Financial Services LLC13,057$710K0.5%N/A0.005%
7/22/2025 JSF Financial LLC32,335$1.76M0.4%-9.9%0.013%
7/22/2025 Alta Wealth Advisors LLC231,724$12.60M5.9%+6.7%0.095%
7/22/2025 Simplicity Wealth LLC65,322$3.55M0.1%+854.4%0.027%
(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, 317 institutional investors and hedge funds held shares of SPDR Portfolio S&P 400 Mid Cap ETF. The most heavily invested institutionals were 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), Exchange Traded Concepts LLC ($94.14M), and First Command Advisory Services Inc. ($61.96M).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 250 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: Exchange Traded Concepts LLC ($1.73M), Farther Finance Advisors LLC ($911.32K), Pinkerton Retirement Specialists LLC ($892.71K), Envestnet Asset Management Inc. ($555.82K), Sun Life Financial Inc. ($490.80K), First Command Advisory Services Inc. ($420.01K), and Crews Bank & Trust ($399.11K).

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

Institutional investors have bought a total of 9,328,454 shares in the last 24 months. This purchase volume represents approximately $502.52M in transactions.

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

Of the 101 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 ($185.43K), Wealth Enhancement Advisory Services LLC ($165.46K), Fifth Third Bancorp ($162.56K), and M Holdings Securities Inc. ($152.37K).

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

Institutional investors have sold a total of 6,682,641 shares in the last 24 months. This volume of shares sold represents approximately $362.54M in transactions.



This page (NYSEARCA:SPMD) was last updated on 8/2/2025 by MarketBeat.com Staff
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