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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$64.16 +0.08 (+0.12%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$64.16 0.00 (0.00%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
504
Total
Institutional Inflows
(last 12 months)
$6.25B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$619.45M
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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
10/14/2026Signal Advisors Wealth LLC83,963$5.29M0.2%+16.3%0.029%
10/14/2026Krilogy Financial LLC14,581$934K0.0%-1.3%0.005%
10/14/2026Trinity Wealth Management LLC18,872$1.19M0.4%+4.3%0.007%
10/13/2026Spartan Planning & Wealth Management12,116$764K0.5%+102.4%0.004%
10/13/202621 West Wealth Management LLC40,841$2.58M2.3%-3.3%0.014%
10/13/2026NorthCrest Asset Manangement LLC160,155$10.25M0.2%+1.4%0.056%
10/13/2026Avior Wealth Management LLC295,747$18.64M0.5%N/A0.104%
10/13/2026Midwest Financial Network LLC32,111$2.02M1.5%-6.8%0.011%
10/13/2026Consolidated Capital Management LLC123,911$7.81M2.1%+0.6%0.043%
10/10/2026Montz Harcus Wealth Management LLC261,586$16.49M6.4%+1.7%0.092%
10/10/2026Gilpin Wealth Management LLC9,666$609K0.4%-3.3%0.003%
10/10/2026Tilia Fiduciary Partners Inc.74,502$4.70M2.3%+13.3%0.026%
10/9/2026Fell Capital Management ADV19,065$1.20M1.0%N/A0.007%
10/9/2026Balefire LLC21,792$1.37M0.2%+33.9%0.008%
10/9/2026Bill Few Associates Inc.110,717$6.98M1.3%+3.4%0.039%
10/9/2026Delta Wealth Advisors LLC25,553$1.61M1.1%+3.8%0.009%
10/9/2026Breakwater Capital Group54,838$3.46M0.4%+9.1%0.019%
10/9/2026Post Resch Tallon Group Inc.64,204$4.05M2.8%+5.9%0.023%
10/9/2026Eclectic Associates Inc. ADV4,191$264K0.0%N/A0.001%
10/9/2026Acropolis Investment Management LLC5,487$346K0.0%N/A0.002%
10/8/2026Financial Enhancement Group LLC38,979$2.49M0.3%N/A0.014%
10/8/2026Farther Finance Advisors LLC947,740$59.75M0.4%+6.2%0.333%
10/8/2026CoreCap Advisors LLC24,507$1.55M0.0%-1.0%0.009%
10/8/2026YHB Investment Advisors Inc.3,392$214K0.0%N/A0.001%
10/8/2026Titleist Asset Management LLC6,361$401K0.0%+41.2%0.002%
10/8/2026Apella Capital LLC22,871$1.46M0.0%+9.9%0.008%
10/8/2026Gradient Investments LLC195,020$12.29M0.2%N/A0.069%
10/8/2026Avidian Wealth Enterprises LLC148,661$9.37M0.3%N/A0.052%
10/8/2026Peterson Wealth Advisors LLC778,920$49.10M5.7%+4.1%0.274%
10/7/2026Venture Visionary Partners LLC257,445$16.23M0.4%-0.2%0.090%
10/7/2026Wealth Enhancement Trust Services Inc.29,828$1.88M0.2%+2.3%0.010%
10/7/2026American National Bank & Trust1,059$67K0.0%N/A0.000%
10/7/2026Waller Financial Planning Group Inc.141,256$8.91M1.8%-6.7%0.050%
10/5/2026Tompkins Financial Corp2,017$127K0.0%N/A0.001%
10/2/2026 Polaris Financial Partners797$51K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.3,023$204K0.0%N/A0.001%
9/23/2026Envestnet Portfolio Solutions Inc.516,571$34.90M0.2%+8.1%0.178%
9/23/2026Envestnet Asset Management Inc.4,488,056$303.21M0.0%+8.2%1.544%
9/9/2026Pecaut & CO.105,452$7.12M2.2%-0.5%0.038%
9/9/2026Capital Analysts LLC57,041$3.85M0.1%+10.1%0.021%
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9/9/2026NorthRock Partners LLC3,946$267K0.0%+7.1%0.001%
9/9/2026Integrated Wealth Concepts LLC173,924$11.75M0.1%+4.5%0.063%
9/9/2026RFG Advisory LLC325,572$22.00M0.3%-6.4%0.118%
9/9/2026NewEdge Advisors LLC184,506$12.47M0.0%+1.1%0.067%
9/9/2026IFP Advisors Inc53,255$3.60M0.1%+10.8%0.019%
9/9/2026Baird Financial Group Inc.9,487$641K0.0%+16.7%0.003%
9/9/2026XY Planning Network Inc.174,104$11.76M1.5%-2.9%0.063%
9/8/2026Allworth Financial LP292,169$19.74M0.1%-2.9%0.106%
9/8/2026Waverly Advisors LLC478,595$32.33M0.2%+2.5%0.173%
9/2/2026Range Advisory LLC11,150$753K0.1%+66.5%0.004%
9/2/2026Brown Lisle Cummings Inc.2,297$155K0.0%+233.4%0.001%
8/27/2026Corient Private Wealth LP489,744$33.09M0.0%+1.9%0.177%
8/26/2026HORAN Wealth LLC15,078$1.02M0.1%+7.3%0.005%
8/26/2026Brown Financial Advisors6,039$408K0.1%+18.6%0.002%
8/23/2026Ameritas Advisory Services LLC32,481$2.19M0.0%+221.1%0.012%
8/23/2026SFG Wealth Management LLC.16,619$1.12M0.4%+155.3%0.006%
8/23/2026HB Wealth Management LLC3,698$250K0.0%-67.2%0.001%
8/23/2026Semitam Bonam LLC43,106$2.91M2.1%+2.1%0.016%
8/22/2026Hopwood Nicholas Hunter2,968$200K0.1%N/A0.001%
8/22/2026Shum Financial Group Inc.47,975$3.24M1.8%+0.8%0.017%
8/22/2026SMART Wealth LLC22,233$1.50M0.3%N/A0.008%
8/22/2026Concurrent Investment Advisors LLC75,960$5.13M0.0%+96.9%0.027%
8/22/2026Power Wealth Management LLC52,354$3.54M1.2%+1.8%0.019%
8/21/2026Montz Harcus Wealth Management LLC257,179$17.38M5.7%+7.1%0.093%
8/21/2026WorthPointe LLC12,793$864K0.2%-2.7%0.005%
8/21/2026Orion Capital Management LLC5,000$338K0.1%-5.9%0.002%
8/21/2026Coppell Advisory Solutions LLC5,179$350K0.1%N/A0.002%
8/21/2026Symphony Financial Ltd. Co.28,726$1.93M0.2%-4.6%0.010%
8/21/2026Retirement Income Solutions Inc.714,469$48.27M7.7%-0.4%0.258%
8/21/2026Luken Investment Analytics LLC71,712$4.85M1.7%+31.7%0.026%
8/21/2026Acorn Wealth Advisors LLC6,183$418K0.1%+11.7%0.002%
7/10/2026Butensky & Cohen Financial Security Inc.19,088$1.29M0.3%-2.8%0.007%
7/10/2026Taylor & Morgan Wealth Management LLC11,401$770K0.4%-6.8%0.004%
7/10/2026Canvas Wealth Advisors LLC4,115$278K0.0%-20.9%0.002%
7/10/2026G&S Capital LLC62,931$4.25M1.2%-1.3%0.023%
7/10/2026KWB Wealth139,488$9.42M0.8%+14.0%0.051%
7/10/2026Spinnaker Investment Group LLC6,666$450K0.1%N/A0.002%
7/10/2026SMI Advisory Services LLC4,636$310K0.1%-4.7%0.002%
7/10/2026Wealthcare Advisory Partners LLC1,230,591$83.14M1.6%+4.1%0.451%
7/10/2026Paladin Wealth LLC7,281$492K0.3%+40.3%0.003%
7/9/2026Wealthcare Capital Partners LLC49,981$3.38M1.4%+0.7%0.018%
7/9/2026World Equity Group Inc.5,116$346K0.1%N/A0.002%
7/9/2026Wealthcare Capital Management LLC39,302$2.66M0.3%+2.1%0.014%
7/9/2026Sax Wealth Advisors LLC5,606$379K0.0%-15.3%0.002%
7/9/2026Windsor Capital Management LLC157,413$10.64M2.8%-3.2%0.058%
7/9/2026Breakwater Capital Group50,245$3.40M0.4%+8.3%0.018%
7/9/2026Private Wealth Group LLC145,167$9.81M3.8%+13.3%0.053%
7/8/2026Gradient Investments LLC175,260$11.84M0.2%+35.4%0.064%
7/8/2026Apella Capital LLC20,816$1.38M0.0%-1.2%0.008%
7/8/2026Eclectic Associates Inc. ADV4,311$291K0.0%-5.3%0.002%
Elon Musk’s One Stock Retirement Plan (Ad)

Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he says is the same size Nvidia was a decade ago. The company holds 150 patents protecting its core technology, and Brown believes Elon Musk could soon drive major demand for it. A key catalyst is set for November 11.tc pixel

See the AI stock Jeff Brown is watching right now
7/8/2026Midwest Financial Network LLC34,472$2.33M1.6%+18.6%0.013%
7/7/2026Bill Few Associates Inc.107,104$7.24M1.5%+2.7%0.039%
7/7/2026JGP Wealth Management LLC3,239$219K0.0%N/A0.001%
7/7/2026Avior Wealth Management LLC290,317$19.61M0.5%+1.4%0.107%
7/7/2026Financial Enhancement Group LLC39,204$2.65M0.3%+4.3%0.014%
7/7/2026Waller Financial Planning Group Inc.151,413$10.23M2.1%-10.4%0.056%
7/7/2026CGN Advisors LLC164,377$11.11M0.8%-3.0%0.060%
7/6/2026Trilogy Capital Inc.15,608$1.05M0.0%-2.7%0.006%
6/26/2026WealthPoint Financial LLC6,925$410K0.3%+17.5%0.003%
6/18/2026Western Wealth Management LLC216,438$12.82M0.5%+18.9%0.081%


SPMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 740 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), Envestnet Asset Management Inc. ($303.21M), and CWM LLC ($207.94M).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 632 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), Envestnet Asset Management Inc. ($1.37M), Thrivent Financial for Lutherans ($1.26M), and Farther Finance Advisors LLC ($947.64K).

Institutional investors have bought a total of 107,934,205 shares in the last 24 months. This purchase volume represents approximately $6.26B 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. ($509.07K).

Institutional investors have sold a total of 11,108,909 shares in the last 24 months. This volume of shares sold represents approximately $641.55M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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