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

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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)
72
Total
Institutional Inflows
(last 12 months)
$106.95M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$20.28M
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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
4/25/2024 IAG Wealth Partners LLC155,140$8.28M1.8%+7.1%0.081%
4/25/2024 Cambridge Investment Research Advisors Inc.170,234$9.08M0.0%+25.6%0.089%
4/24/2024 Private Trust Co. NA20,795$1.11M0.1%+24.0%0.011%
4/24/2024 PSI Advisors LLC162,644$8.68M3.1%-8.6%0.085%
4/24/2024 Zhang Financial LLC50,205$2.68M0.2%+40.0%0.026%
4/24/2024 SOL Capital Management CO40,730$2.17M0.3%-6.3%0.021%
4/18/2024 Exchange Capital Management Inc.84,917$4.53M0.7%+805.3%0.044%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC61,770$3.30M0.8%+1.6%0.032%
4/17/2024 Vicus Capital13,059$697K0.1%+5.2%0.007%
4/16/2024 Indiana Trust & Investment Management CO1,964$105K0.0%N/A0.001%
4/16/2024 Prairie Sky Financial Group LLC38,737$2.07M1.2%-10.6%0.020%
4/16/2024 Arkansas Financial Group Inc.17,091$912K0.2%+3.1%0.009%
4/15/2024 S.A. Mason LLC26,439$1.41M0.8%+3.8%0.014%
4/15/2024 Kingswood Wealth Advisors LLC13,072$697K0.1%+125.5%0.007%
4/12/2024 Worth Asset Management LLC13,627$727K0.4%N/A0.009%
4/12/2024 Harbor Investment Advisory LLC5,281$282K0.0%N/A0.004%
4/12/2024 AdvisorNet 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%
2/23/2024 Arkansas 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%
2/13/2024CIBC Private Wealth Group LLC10,920$532K0.0%N/A0.007%
2/9/2024Citizens & Northern Corp172,423$8.40M3.0%-3.3%0.117%
2/9/2024 Cambridge 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%
2/8/2024 Exchange 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%
2/5/2024 Hexagon Capital Partners LLC874$43K0.0%N/A0.001%
2/5/2024Fernwood Investment Management LLC14,226$693K0.2%+10.3%0.010%
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2/5/2024Altrius Capital Management Inc5,304$258K0.1%-3.9%0.004%
2/2/2024 IAG 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%
2/1/2024 PSI Advisors LLC177,891$8.67M3.2%+24.1%0.120%
2/1/2024 Vicus Capital12,417$605K0.1%-4.2%0.008%
1/31/2024 Zhang 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%
1/29/2024 Tennessee Valley Asset Management Partners3,717$181K0.0%N/A0.003%
1/25/2024 SOL 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%
1/24/2024 Private 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%
1/19/2024 AdvisorNet Financial Inc1,847$90K0.0%+22.7%0.001%
1/18/2024 Grey Fox Wealth Advisors LLC5,256$256K0.1%N/A0.004%
1/17/2024IFG Advisory LLC103,943$5.06M0.4%+1.6%0.070%
1/16/2024 Kingswood 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%
1/12/2024 Hudson Valley Investment Advisors Inc. ADV11,248$541K0.1%-9.9%0.008%
1/12/2024 Tilia Fiduciary Partners Inc.12,815$624K0.6%+25.9%0.009%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC60,787$2.96M0.8%+5.5%0.041%
1/9/2024 First 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%
11/14/2023Towercrest 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%
11/6/2023 Financial 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%
10/31/2023 Prairie 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%
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10/25/2023Crescent Grove Advisors LLC38,552$1.69M0.2%+1.1%0.026%
10/25/2023 Arkansas Financial Group Inc.18,264$800K0.2%-15.9%0.012%
10/24/2023 IAG Wealth Partners LLC134,433$5.89M1.6%-2.7%0.091%
10/24/2023 Kingswood Wealth Advisors LLC5,419$237K0.1%N/A0.004%
10/24/2023 Cambridge Investment Research Advisors Inc.139,418$6.11M0.0%+4.2%0.094%
10/23/2023 Vicus 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%
10/19/2023 SOL Capital Management CO11,805$517K0.1%N/A0.008%
10/18/2023 Private Trust Co. NA15,401$674K0.1%+45.6%0.010%
10/17/2023Avior Wealth Management LLC14,571$638K0.0%+66.6%0.010%
(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, 131 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), Assetmark Inc. ($26.09M), Wealthcare Advisory Partners LLC ($24.88M), Pinkerton Retirement Specialists LLC ($23.84M), First International Bank & Trust ($22.52M), Astor Investment Management LLC ($17.13M), and ST Germain D J Co. Inc. ($14.55M).Learn more on SPMD's institutional investors.

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

Of the 114 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), ST Germain D J Co. Inc. ($259.18K), North Star Asset Management Inc. ($158.98K), Avior Wealth Management LLC ($119.08K), and PSI Advisors LLC ($117.37K).

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

Institutional investors have bought a total of 4,567,249 shares in the last 24 months. This purchase volume represents approximately $202.75M in transactions.

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

Of the 61 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: Detalus Advisors LLC ($160.82K), M Holdings Securities Inc. ($154.38K), PSI Advisors LLC ($69.19K), Retirement Income Solutions Inc ($44.29K), Integrated Wealth Concepts LLC ($42.51K), First International Bank & Trust ($35.35K), and Citizens & Northern Corp ($33.38K).

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

Institutional investors have sold a total of 798,264 shares in the last 24 months. This volume of shares sold represents approximately $34.76M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 4/25/2024 by MarketBeat.com Staff

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