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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$64.26 +0.81 (+1.28%)
As of 04:10 PM Eastern
Compare

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)
566
Total
Institutional Inflows
(last 12 months)
$6.84B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$985.17M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp48,847$2.89M0.0%+8.5%0.018%
5/5/2026Collaborative Wealth Managment Inc.175,072$10.37M4.8%+0.2%0.066%
5/5/2026Harel 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%
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%
5/2/2026 Global Assets Advisory LLC15,531$920K0.2%N/A0.006%
5/2/2026 ARQ Wealth Advisors LLC63,057$3.73M0.7%-3.9%0.024%
5/2/2026 Diversify Wealth Management LLC10,945$687K0.0%+72.0%0.004%
5/2/2026 Towercrest Capital Management43,958$2.60M0.4%+0.6%0.016%
5/2/2026 Valmark Advisers Inc.7,215,287$427.29M5.1%+2.5%2.706%
5/2/2026 Carnegie Investment Counsel132,763$7.86M0.2%+0.8%0.050%
5/2/2026 UNIVEST FINANCIAL Corp8,515$504K0.0%-75.2%0.003%
5/1/2026 Citizens Financial Group Inc. RI23,390$1.39M0.0%+1.3%0.009%
5/1/2026 Fifth Third Bancorp283,790$16.81M0.0%+23.1%0.106%
5/1/2026 Rossmore Private Capital2,579$153K0.0%+63.3%0.001%
5/1/2026 Simplicity Wealth LLC53,952$3.20M0.2%+17.6%0.020%
4/30/2026 Range Financial Group LLC48,368$2.86M1.0%-1.9%0.018%
4/30/2026 Kestra Advisory Services LLC48,644$2.88M0.0%+41.3%0.018%
4/30/2026 Money Concepts Capital Corp23,013$1.36M0.1%+10.6%0.009%
4/30/2026 Sumitomo Mitsui Trust Group Inc.66,900$3.96M0.0%-8.6%0.025%
4/30/2026 CFS Investment Advisory Services LLC24,818$1.59M0.1%-9.0%0.009%
4/30/2026 Cahaba Wealth Management Inc.470,043$27.84M1.9%+4.1%0.176%
4/30/2026 PCB Capital LLC4,678$277K0.4%+10.1%0.002%
4/29/2026 Axxcess Wealth Management LLC13,131$778K0.0%-12.1%0.005%
4/29/2026 Cvfg LLC98,614$5.84M0.7%+5.6%0.037%
4/29/2026 ArborFi Advisors LLC73,454$4.35M3.6%+5.6%0.028%
4/29/2026 Addison Capital Co102,970$6.10M1.1%+11.6%0.039%
4/29/2026 Alliance Wealth Management Group34,814$2.06M0.4%+0.8%0.013%
4/29/2026 Resonant Capital Advisors LLC106,696$6.32M0.3%-0.7%0.040%
4/29/2026 United Asset Strategies Inc.53,142$3.15M0.3%-1.2%0.020%
4/29/2026 Northwest Wealth Advisors LLC19,992$1.18M0.8%-2.3%0.007%
4/29/2026 Montz Harcus Wealth Management LLC240,095$14.22M5.7%+3.2%0.090%
4/29/2026 Advance Capital Management Inc.96,776$5.73M0.2%-57.9%0.036%
4/29/2026 Downshift Financial LLC28,335$1.79M0.9%+4.4%0.011%
4/29/2026 ORBA Wealth Advisors L.L.C.26,786$1.59M1.9%-8.7%0.010%
4/28/2026 Compton Financial Group LLC22,039$1.31M0.3%-17.4%0.008%
4/28/2026 Ascentis Independent Advisors483$29K0.0%N/A0.000%
4/28/2026 Raleigh Capital Management Inc.29,915$1.77M0.6%+8.5%0.011%
4/28/2026 Astoria Portfolio Advisors LLC.6,258$400K0.1%+2.8%0.002%
4/28/2026 Wealth Management Resources Inc.188,869$11.19M3.9%+1.3%0.071%
4/28/2026 Walkner Condon Financial Advisors LLC52,641$3.12M0.4%+4.7%0.020%
4/28/2026 Retirement Financial Solutions LLC192,961$11.43M3.3%-48.1%0.073%
4/28/2026 WBH Advisory Inc.211,868$12.65M0.9%+1.1%0.080%
4/27/2026 Integrity Wealth Partners LLC7,943$470K0.4%N/A0.003%
4/27/2026 Syntegra Private Wealth Group LLC69,710$4.13M0.4%-38.3%0.026%
4/27/2026 HB Wealth Management LLC11,276$668K0.0%+208.3%0.004%
4/27/2026 BIP Wealth LLC14,026$831K0.0%-20.2%0.005%
4/27/2026 Kelman Lazarov Inc.28,125$1.67M0.2%-4.3%0.011%
4/27/2026 World Investment Advisors86,811$5.14M0.1%+196.4%0.033%
4/27/2026 PAX Financial Group LLC21,078$1.25M0.2%-6.0%0.008%
4/27/2026 Private Advisor Group LLC846,222$50.11M0.2%-3.0%0.318%
4/25/2026 Stevens Capital Partners51,189$3.03M0.7%+26.7%0.019%
4/25/2026 TSG Advice Partners LLC476,138$28.20M4.2%+2,502.0%0.179%
4/25/2026 KPP Advisory Services LLC7,014$415K0.1%+5.1%0.003%
4/24/2026 Root Financial Partners LLC1,392$82K0.0%+187.0%0.001%
4/24/2026 RKL Wealth Management LLC679,439$40.24M3.6%-4.6%0.255%
4/24/2026 Stegent Equity Advisors Inc.6,427$381K0.3%-45.0%0.002%
4/24/2026 Alaska Wealth Advisors LLC40,822$2.42M0.3%+21.4%0.015%
4/24/2026 TKG Advisors LLC26,249$1.55M0.6%-21.5%0.010%
4/24/2026 Flagship Private Wealth LLC10,913$646K0.3%+5.1%0.004%
4/24/2026 Key Financial Inc29,510$1.75M0.3%-4.7%0.011%
4/24/2026 Impact Partnership Wealth LLC646,479$38.29M4.7%+0.8%0.243%
4/24/2026 Ellenbecker Investment Group381,732$22.61M3.0%+9.9%0.144%
4/24/2026 Kagan Cocozza Asset Management57,911$3.43M2.4%-1.9%0.022%
4/24/2026 Harbor Investment Advisory LLC7,732$458K0.0%+5.4%0.003%
4/23/2026 Inman Jager Wealth Management LLC24,699$1.46M0.9%+91.4%0.009%
4/23/2026 Mayflower Financial Advisors LLC74,165$4.39M0.4%+1.8%0.028%
4/23/2026 Drucker Wealth 3.0 LLC13,022$771K0.1%+2.5%0.005%
4/23/2026 Intrua Financial LLC46,030$2.73M0.3%-5.8%0.017%
4/23/2026 Comprehensive Money Management Services LLC18,400$1.09M0.7%+3.0%0.007%
4/23/2026 Private Wealth Group LLC128,108$7.59M3.5%+1.2%0.048%
4/23/2026 Apollon Financial LLC23,250$1.38M0.2%+30.4%0.009%
4/23/2026 Apollon Wealth Management LLC66,707$3.95M0.1%+12.5%0.025%
4/23/2026 Vicus Capital916,169$54.26M4.0%+4.0%0.344%
4/23/2026 Orange Investment Advisors Inc.33,515$1.99M0.3%+5.5%0.013%
4/22/2026 Aspire Private Capital LLC53,678$3.18M0.7%-0.5%0.020%
4/22/2026 Benchmark Financial LLC69,380$4.11M3.7%+9.8%0.026%
4/22/2026 Semitam Bonam LLC42,215$2.50M2.0%+1.8%0.016%
4/22/2026 Trilogy Capital Inc.16,046$950K0.0%+1.7%0.006%
4/22/2026 Realta Investment Advisors513$30K0.0%+196.5%0.000%
4/22/2026 Narus Financial Partners LLC9,366$555K0.1%-2.0%0.004%
4/22/2026 River Street Advisors LLC16,670$987K0.3%+2.0%0.006%
4/22/2026 Meridian Financial Advisors LLC31,520$1.87M1.0%+1.1%0.012%
4/21/2026 Maridea Wealth Management LLC11,583$686K0.1%-3.8%0.004%
4/21/2026 OLD Second National Bank of Aurora8,374$496K0.1%-7.5%0.003%
4/21/2026 Fullerton Advisors LLC4,552$270K0.3%-4.5%0.002%
4/21/2026 VCI Wealth Management LLC14,303$847K0.2%+154.1%0.005%
4/21/2026 Delta Wealth Advisors LLC22,176$1.31M1.0%+4.0%0.008%
4/21/2026 Armbruster Capital Management Inc.23,785$1.41M0.2%+4.6%0.009%


SPMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMD shares?

During the previous two years, 719 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.

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 607 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 Farther Finance Advisors LLC ($977.68K).

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

Institutional investors have bought a total of 119,160,665 shares in the last 24 months. This purchase volume represents approximately $6.84B in transactions.

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

Of the 316 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 ($3.02M), AlTi Global Inc. ($2.35M), RFG Advisory LLC ($1.55M), Hancock Prospecting Pty Ltd ($1.46M), HighTower Advisors LLC ($1.32M), Atlas Private Wealth Advisors ($941.71K), and Thrivent Financial for Lutherans ($612.24K).

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

Institutional investors have sold a total of 17,492,851 shares in the last 24 months. This volume of shares sold represents approximately $985.17M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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