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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$68.85 +0.15 (+0.22%)
As of 02:28 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)
506
Total
Institutional Inflows
(last 12 months)
$6.25B
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$647.19M
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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
7/10/2026 Butensky & Cohen Financial Security Inc.19,088$1.29M0.3%-2.8%0.007%
7/10/2026 Taylor & Morgan Wealth Management LLC11,401$770K0.4%-6.8%0.004%
7/10/2026 Canvas Wealth Advisors LLC4,115$278K0.0%-20.9%0.002%
7/10/2026 G&S Capital LLC62,931$4.25M1.2%-1.3%0.023%
7/10/2026 KWB Wealth139,488$9.42M0.8%+14.0%0.051%
7/10/2026 Spinnaker Investment Group LLC6,666$450K0.1%N/A0.002%
7/10/2026 SMI Advisory Services LLC4,636$310K0.1%-4.7%0.002%
7/10/2026 Wealthcare Advisory Partners LLC1,230,591$83.14M1.6%+4.1%0.451%
7/10/2026 Paladin Wealth LLC7,281$492K0.3%+40.3%0.003%
7/9/2026 Wealthcare Capital Partners LLC49,981$3.38M1.4%+0.7%0.018%
7/9/2026 World Equity Group Inc.5,116$346K0.1%N/A0.002%
7/9/2026 Wealthcare Capital Management LLC39,302$2.66M0.3%+2.1%0.014%
7/9/2026 Sax Wealth Advisors LLC5,606$379K0.0%-15.3%0.002%
7/9/2026 Windsor Capital Management LLC157,413$10.64M2.8%-3.2%0.058%
7/9/2026 Breakwater Capital Group50,245$3.40M0.4%+8.3%0.018%
7/9/2026 Private Wealth Group LLC145,167$9.81M3.8%+13.3%0.053%
7/8/2026 Gradient Investments LLC175,260$11.84M0.2%+35.4%0.064%
7/8/2026 Apella Capital LLC20,816$1.38M0.0%-1.2%0.008%
7/8/2026 Eclectic Associates Inc. ADV4,311$291K0.0%-5.3%0.002%
7/8/2026 Midwest Financial Network LLC34,472$2.33M1.6%+18.6%0.013%
7/7/2026 Bill Few Associates Inc.107,104$7.24M1.5%+2.7%0.039%
7/7/2026 JGP Wealth Management LLC3,239$219K0.0%N/A0.001%
7/7/2026 Avior Wealth Management LLC290,317$19.61M0.5%+1.4%0.107%
7/7/2026 Financial Enhancement Group LLC39,204$2.65M0.3%+4.3%0.014%
7/7/2026 Waller Financial Planning Group Inc.151,413$10.23M2.1%-10.4%0.056%
7/7/2026 CGN Advisors LLC164,377$11.11M0.8%-3.0%0.060%
7/6/2026 Trilogy Capital Inc.15,608$1.05M0.0%-2.7%0.006%
6/26/2026 WealthPoint Financial LLC6,925$410K0.3%+17.5%0.003%
6/18/2026Western Wealth Management LLC216,438$12.82M0.5%+18.9%0.081%
6/9/2026 Robinswood Financial LLC76,717$4.54M5.7%N/A0.029%
6/4/2026 Midwest Financial Network LLC29,065$1.72M1.4%+70.2%0.011%
6/3/2026 Wealthquest Corp36,626$2.17M0.2%-18.6%0.014%
6/3/2026 NewEdge Advisors LLC182,580$10.81M0.0%-0.3%0.068%
6/1/2026 Financial Solutions Advisory Group Inc.63,164$3.74M0.5%N/A0.024%
5/28/2026 Maripau Wealth Management LLC5,872$348K0.2%+54.5%0.002%
5/22/2026WNY Asset Management LLC10,601$628K0.1%N/A0.004%
5/22/2026 Segall Bryant & Hamill LLC5,550$333K0.0%N/A0.002%
5/22/2026 Verus Capital Partners LLC101,127$5.99M0.4%+1.5%0.038%
5/20/2026 Arete Wealth Advisors LLC29,052$1.72M0.1%+124.3%0.011%
5/19/2026Western Wealth Management LLC216,438$12.82M0.5%+18.9%0.081%
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5/19/2026 NewEdge Advisors LLC48,298$2.86M0.1%-73.6%0.018%
5/19/2026Bank of America Corp DE1,931,806$114.40M0.0%-1.2%0.724%
5/19/2026Centaurus Financial Inc.11,507$681K0.0%+499.0%0.004%
5/19/2026Strategic Investment Advisors MI3,020$179K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors104,389$6.18M0.1%+481.3%0.039%
5/19/2026 Arete Wealth Advisors LLC29,052$1.72M0.1%+124.3%0.011%
5/18/2026 EverSource Wealth Advisors LLC593$35K0.0%+62.5%0.000%
5/18/2026Royal Bank of Canada865,545$51.26M0.0%+8.9%0.325%
5/18/2026Empowered Funds LLC7,074$419K0.0%+470.9%0.003%
5/18/2026 Estate Counselors LLC3,825$227K0.0%-21.3%0.001%
5/16/2026Quantinno Capital Management LP103,510$6.13M0.0%+57.6%0.039%
5/15/2026 Gateway Wealth Partners LLC35,438$2.10M0.1%+92.7%0.013%
5/15/2026 Quadcap Wealth Management LLC17,662$1.05M0.1%-7.6%0.007%
5/15/2026Bradley Foster & Sargent Inc. CT28,444$1.68M0.0%-11.6%0.011%
5/15/2026Waverly Advisors LLC467,052$27.66M0.2%+12.4%0.175%
5/15/2026Vivaldi Capital Management LP147,263$8.72M1.2%+11.1%0.055%
5/14/2026Renaissance Technologies LLC76,700$4.54M0.0%N/A0.029%
5/14/2026 Compound Planning Inc.16,129$955K0.0%-1.8%0.006%
5/14/2026Modern Wealth Management LLC36,892$2.20M0.0%-20.3%0.014%
5/14/2026Davis R M Inc.5,371$318K0.0%-24.3%0.002%
5/14/2026 Lido Advisors LLC255,766$15.15M0.0%+6.7%0.096%
5/13/2026 Cetera Investment Advisers274,600$16.26M0.0%+2.9%0.103%
5/13/2026 Measured Wealth Private Client Group LLC31,537$1.87M0.5%-14.8%0.012%
5/13/2026 Signature Equity Partners LLC702$42K0.0%N/A0.000%
5/13/2026 Alesco Advisors LLC An ESL Co48,207$2.86M0.1%+14.9%0.018%
5/8/2026 PNC Financial Services Group Inc.8,834$523K0.0%-5.1%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC6,124$363K0.0%+6.3%0.002%
5/7/2026 AlTi Global Inc.2,823,459$167.21M3.6%-5.4%1.059%
5/7/2026 Balefire LLC16,323$967K0.2%+8.7%0.006%
5/7/2026 Parallel Advisors LLC1,726$102K0.0%-13.6%0.001%
5/7/2026 Koss Olinger Consulting LLC1,063,343$62.97M5.3%+20.2%0.399%
5/7/2026 Hanseatic Management Services Inc.37,901$2.24M2.1%N/A0.014%
5/7/2026Tandem Wealth Advisors LLC5,095$302K0.1%-18.0%0.002%
5/6/2026 Ranch Capital Advisors Inc.15,898$942K0.3%+3.7%0.006%
5/6/2026 Zhang Financial LLC171,919$10.18M0.4%-2.5%0.064%
5/6/2026 Simon Quick Advisors LLC10,407$616K0.0%-55.7%0.004%
5/6/2026 Modera Wealth Management LLC106,608$6.31M0.1%-11.9%0.040%
5/6/2026 Advisortrust Partners LLC1,057$63K0.0%N/A0.000%
5/6/2026 Assetmark Inc.443,169$26.24M0.1%+3.9%0.166%
5/6/2026 Angeles Wealth Management LLC2,685$159K0.0%N/A0.001%
5/6/2026 Bessemer Group Inc.10,271$608K0.0%-25.3%0.004%
5/6/2026 Independent Financial Group LLC106,248$6.29M0.2%N/A0.040%
5/5/2026 Quartz Partners LLC4,765$282K0.1%N/A0.002%
5/5/2026 Navigation Group LLC22,111$1.31M0.3%N/A0.008%
5/5/2026 Bank of New York Mellon Corp48,847$2.89M0.0%+8.5%0.018%
5/5/2026 Collaborative Wealth Managment Inc.175,072$10.37M4.8%+0.2%0.066%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.1,352$80K0.0%+107.4%0.001%
5/5/2026Signet Financial Management LLC54,688$3.24M0.4%+10.5%0.021%
5/5/2026Sanctuary Advisors LLC184,237$10.91M0.1%-0.1%0.069%
5/5/2026 Sterling Investment Advisors Ltd.43,407$2.57M0.4%+11.0%0.016%
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5/5/2026 Sigma Planning Corp6,455$382K0.0%-7.1%0.002%
5/5/2026 Conservest Capital Advisors Inc.4,667$276K0.0%N/A0.002%
5/5/2026 Fell Capital Management ADV18,129$1.07M1.0%+17.6%0.007%
5/4/2026 Retirement Planning Group LLC51,053$3.02M0.1%-0.4%0.019%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,893$290K0.0%+6.1%0.002%
5/4/2026 Nadler Financial Group Inc.21,900$1.30M0.1%N/A0.008%
5/4/2026 Chicago Partners Investment Group LLC127,760$8.14M0.2%+2.3%0.048%
5/4/2026 Team Financial Group LLC2,088$124K0.1%+11.5%0.001%
5/4/2026 Hibernia Wealth Partners LLC86,425$5.12M1.5%-2.2%0.032%
5/4/2026 Procyon Advisors LLC3,799$225K0.0%N/A0.001%


SPMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 728 institutional investors and hedge funds held shares of SPDR Portfolio S&P 400 Mid Cap ETF. The most heavily invested institutionals were Creative Planning ($5.03B), Auto Owners Insurance Co ($4.46B), LPL Financial LLC ($743.82M), Morgan Stanley ($568.92M), Valmark Advisers Inc. ($427.29M), CWM LLC ($207.94M), and Envestnet Asset Management Inc. ($181.28M).Learn more on SPDR Portfolio S&P 400 Mid Cap ETF's 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.

Of the 620 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: Auto Owners Insurance Co ($75.99M), Creative Planning ($7.83M), Morgan Stanley ($6.63M), Exchange Traded Concepts LLC ($1.88M), Thrivent Financial for Lutherans ($1.26M), Envestnet Asset Management Inc. ($1.03M), and Vicus Capital ($902.71K).

Institutional investors have bought a total of 108,156,830 shares in the last 24 months. This purchase volume represents approximately $6.25B in transactions.

Of the 269 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: Hancock Prospecting Pty Ltd ($1.46M), HighTower Advisors LLC ($1.32M), CWM LLC ($1.14M), Atlas Private Wealth Advisors ($897.41K), AlTi Global Inc. ($878.65K), Thrivent Financial for Lutherans ($612.24K), and Waller Financial Planning Group Inc. ($498.92K).

Institutional investors have sold a total of 11,225,012 shares in the last 24 months. This volume of shares sold represents approximately $647.19M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPMD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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