S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran -- and on which partners helped shoot down missiles
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran -- and on which partners helped shoot down missiles
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran -- and on which partners helped shoot down missiles
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran -- and on which partners helped shoot down missiles
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Olympic track uniforms spark online debate about who designed them and why they're so skimpy

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

$50.85
-0.80 (-1.55%)
(As of 04/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$134.47M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$33.35M
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Skip Chart & View Institutional Buying and Selling Data

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
4/12/2024Worth Asset Management LLC13,627$727K0.4%N/A0.009%
4/12/2024Harbor Investment Advisory LLC5,281$282K0.0%N/A0.004%
4/12/2024AdvisorNet Financial Inc33,279$1.78M0.2%+1,701.8%0.023%
4/9/2024 Curbstone Financial Management Corp16,250$867K0.2%+12.8%0.011%
4/5/2024 Butensky & Cohen Financial Security Inc.18,491$986K0.3%+2.4%0.013%
4/2/2024 ST Germain D J Co. Inc.272,809$14.55M0.7%+5.5%0.185%
4/2/2024 M&R Capital Management Inc.1,078$57K0.0%+36.3%0.001%
3/8/2024ICA Group Wealth Management LLC3,448$168K0.0%N/A0.002%
3/4/2024Richardson Financial Services Inc.20,998$1.02M0.9%N/A0.014%
2/23/2024Arkansas Financial Group Inc.16,576$808K0.1%-9.2%0.011%
2/20/2024Wellington Wealth Strategies LLC.6,825$333K0.3%N/A0.005%
2/16/2024Oarsman Capital Inc.55,024$2.68M0.7%+56.0%0.037%
2/15/2024Front Row Advisors LLC2,396$117K0.1%-31.0%0.002%
2/15/2024Comerica Bank8,581$418K0.0%+13.5%0.006%
2/13/2024CIBC Private Wealth Group LLC10,920$532K0.0%N/A0.007%
2/9/2024Citizens & Northern Corp172,423$8.40M3.0%-3.3%0.117%
2/9/2024Cambridge Investment Research Advisors Inc.135,493$6.60M0.0%-2.8%0.092%
2/9/2024Tidemark LLC15,327$747K0.5%N/A0.010%
2/9/2024InterOcean Capital Group LLC7,691$375K0.0%-37.6%0.005%
2/9/2024Goodman Financial Corp51,313$2.50M0.7%-1.9%0.035%
2/8/2024Towercrest Capital Management49,988$2.44M0.4%+5.3%0.034%
2/8/2024Retirement Income Solutions Inc245,867$11.98M3.0%+2.9%0.166%
2/8/2024Exchange Capital Management Inc.9,380$457K0.1%N/A0.006%
2/8/2024Janney Montgomery Scott LLC14,967$729K0.0%-1.4%0.010%
2/7/2024Cary Street Partners Investment Advisory LLC23,204$1.13M0.1%+88.7%0.016%
2/6/2024Eldridge Investment Advisors Inc.29,624$1.44M0.4%+264.4%0.020%
2/5/2024Hexagon Capital Partners LLC874$43K0.0%N/A0.001%
2/5/2024Fernwood Investment Management LLC14,226$693K0.2%+10.3%0.010%
2/5/2024Altrius Capital Management Inc5,304$258K0.1%-3.9%0.004%
2/2/2024IAG Wealth Partners LLC144,887$7.06M1.6%+7.8%0.098%
2/2/2024BIP Wealth LLC24,921$1.21M0.1%-2.9%0.017%
2/1/2024North Star Asset Management Inc.158,975$7.75M0.4%+1,207.8%0.108%
2/1/2024PSI Advisors LLC177,891$8.67M3.2%+24.1%0.120%
2/1/2024Vicus Capital12,417$605K0.1%-4.2%0.008%
1/31/2024Zhang Financial LLC35,854$1.75M0.2%N/A0.024%
1/31/2024OLD Second National Bank of Aurora8,499$414K0.1%+4.9%0.006%
1/30/2024Avior Wealth Management LLC127,827$6.23M0.4%+777.3%0.086%
1/29/2024Tennessee Valley Asset Management Partners3,717$181K0.0%N/A0.003%
1/25/2024SOL Capital Management CO43,485$2.12M0.3%+268.4%0.029%
1/24/2024Prime Capital Investment Advisors LLC7,709$376K0.0%+19.6%0.005%
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1/24/2024Private Trust Co. NA16,769$817K0.1%+8.9%0.011%
1/23/2024Householder Group Estate & Retirement Specialist LLC15,912$775K0.3%-45.5%0.011%
1/19/2024AdvisorNet Financial Inc1,847$90K0.0%+22.7%0.001%
1/18/2024Grey Fox Wealth Advisors LLC5,256$256K0.1%N/A0.004%
1/17/2024IFG Advisory LLC103,943$5.06M0.4%+1.6%0.070%
1/16/2024Kingswood Wealth Advisors LLC5,796$282K0.0%+7.0%0.004%
1/12/2024GPS Wealth Strategies Group LLC43,842$2.14M0.4%-28.3%0.030%
1/12/2024Hudson Valley Investment Advisors Inc. ADV11,248$541K0.1%-9.9%0.008%
1/12/2024Tilia Fiduciary Partners Inc.12,815$624K0.6%+25.9%0.009%
1/11/2024Edmonds Duncan Registered Investment Advisors LLC60,787$2.96M0.8%+5.5%0.041%
1/9/2024First International Bank & Trust462,271$22.52M8.8%+5.3%0.313%
1/8/2024 Curbstone Financial Management Corp14,400$702K0.2%N/A0.010%
1/2/2024 M&R Capital Management Inc.791$39K0.0%+102.8%0.001%
11/16/2023Blueprint Investment Partners LLC31,723$1.39M0.4%+13.8%0.021%
11/15/2023Integrated Wealth Concepts LLC198,975$8.71M0.2%-16.6%0.135%
11/15/2023Ameriprise Financial Inc.601,007$26.31M0.0%+5.8%0.407%
11/14/2023Towercrest Capital Management47,484$2.08M0.4%-5.1%0.032%
11/13/2023Cary Street Partners Investment Advisory LLC12,299$539K0.0%+23.3%0.008%
11/13/2023Pinkerton Retirement Specialists LLC544,513$23.84M5.2%N/A0.368%
11/13/2023Provence Wealth Management Group60,794$2.66M1.6%+3.1%0.041%
11/13/2023Financial Engines Advisors L.L.C.40,073$1.76M0.0%+53.9%0.027%
11/9/2023White Pine Capital LLC13,511$592K0.2%+46.7%0.009%
11/9/2023USAdvisors Wealth Management LLC31,917$1.40M0.6%-1.8%0.022%
11/9/2023Prime Capital Investment Advisors LLC6,448$282K0.0%+14.5%0.004%
11/9/2023BIP Wealth LLC25,657$1.12M0.1%-9.8%0.017%
11/8/2023Janney Montgomery Scott LLC15,185$665K0.0%-22.6%0.010%
11/7/2023Goodman Financial Corp52,285$2.29M0.7%+2.6%0.035%
11/6/2023Keystone Financial Group47,289$2.07M0.3%N/A0.032%
11/6/2023Sterling Investment Advisors Ltd.26,541$1.16M0.4%+3.1%0.018%
11/6/2023Eldridge Investment Advisors Inc.8,129$356K0.1%-57.3%0.006%
11/6/2023Financial Freedom LLC7,784$341K0.2%+264.8%0.005%
11/4/2023 NBC Securities Inc.3,708$162K0.0%N/A0.003%
11/2/2023Benedetti & Gucer Inc.11,241$492K0.3%+43.3%0.008%
11/1/2023Retirement Income Solutions Inc239,025$10.47M2.9%-0.1%0.162%
10/31/2023Prairie Sky Financial Group LLC43,426$1.90M1.3%-1.2%0.029%
10/30/2023Altrius Capital Management Inc5,522$242K0.1%-13.6%0.004%
10/27/2023Oarsman Capital Inc.35,281$1.55M0.6%+24.5%0.024%
10/26/2023North Star Asset Management Inc.12,156$532K0.0%N/A0.008%
10/26/2023GPS Wealth Strategies Group LLC61,127$2.68M0.5%+4.2%0.041%
10/25/2023Crescent Grove Advisors LLC38,552$1.69M0.2%+1.1%0.026%
10/25/2023Arkansas Financial Group Inc.18,264$800K0.2%-15.9%0.012%
10/24/2023IAG Wealth Partners LLC134,433$5.89M1.6%-2.7%0.091%
10/24/2023Kingswood Wealth Advisors LLC5,419$237K0.1%N/A0.004%
10/24/2023Cambridge Investment Research Advisors Inc.139,418$6.11M0.0%+4.2%0.094%
10/23/2023Vicus Capital12,958$567K0.1%+6.8%0.009%
10/23/2023 ST Germain D J Co. Inc.228,986$10.03M0.6%+2.0%0.155%
10/19/2023SOL Capital Management CO11,805$517K0.1%N/A0.008%
10/18/2023Private Trust Co. NA15,401$674K0.1%+45.6%0.010%
10/17/2023Avior Wealth Management LLC14,571$638K0.0%+66.6%0.010%
10/16/2023Edmonds Duncan Registered Investment Advisors LLC57,613$2.52M0.4%+5.0%0.039%
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10/13/2023S.A. Mason LLC25,371$1.11M0.8%-1.6%0.017%
10/13/2023PSI Advisors LLC143,321$6.28M2.7%+15.7%0.097%
10/13/2023Arkadios Wealth Advisors10,181$446K0.0%+2.6%0.007%
10/12/2023 RVW Wealth LLC642$28K0.0%N/A0.000%
10/12/2023AdvisorNet Financial Inc1,505$66K0.0%+31.7%0.001%
10/12/2023First International Bank & Trust438,801$19.22M6.9%-7.5%0.297%
10/10/2023Householder Group Estate & Retirement Specialist LLC29,207$1.28M0.5%N/A0.020%
9/26/2023M Holdings Securities Inc.32,549$1.49M0.3%-82.6%0.022%
9/12/2023Farther Finance Advisors LLC19,539$897K0.2%+793.0%0.013%
9/7/2023 ST Germain D J Co. Inc.224,507$10.30M0.5%N/A0.152%
(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, 140 institutional investors and hedge funds held shares of SPDR Portfolio S&P 400 Mid Cap ETF. The most heavily invested institutionals were Gateway Wealth Partners LLC ($42.64M), Ameriprise Financial Inc. ($26.31M), Assetmark Inc. ($26.09M), Wealthcare Advisory Partners LLC ($24.88M), Pinkerton Retirement Specialists LLC ($23.84M), First International Bank & Trust ($22.52M), and Astor Investment Management LLC ($17.13M).Learn more on SPMD's institutional investors.

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

Of the 121 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: Gateway Wealth Partners LLC ($1.00M), Pinkerton Retirement Specialists LLC ($544.51K), First International Bank & Trust ($497.62K), Captrust Financial Advisors ($333.82K), ST Germain D J Co. Inc. ($259.18K), JPMorgan Chase & Co. ($234.48K), and IHT Wealth Management LLC ($215.69K).

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

Institutional investors have bought a total of 5,524,299 shares in the last 24 months. This purchase volume represents approximately $242.72M in transactions.

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

Of the 68 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: JPMorgan Chase & Co. ($166.57K), Detalus Advisors LLC ($160.82K), Captrust Financial Advisors ($157.39K), M Holdings Securities Inc. ($154.38K), Ameriprise Financial Inc. ($142.48K), PSI Advisors LLC ($53.95K), and Retirement Income Solutions Inc ($44.29K).

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

Institutional investors have sold a total of 1,285,810 shares in the last 24 months. This volume of shares sold represents approximately $55.70M in transactions.


This page (NYSEARCA:SPMD) was last updated on 4/14/2024 by MarketBeat.com Staff

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