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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$55.60 -0.49 (-0.87%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$55.54 -0.06 (-0.12%)
As of 07/11/2025 04:46 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 Polygon.io. Learn more.

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)
126
Total
Institutional Inflows
(last 12 months)
$343.56M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$61.61M
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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
7/11/2025Trinity Wealth Management LLC16,100$876K0.3%-36.1%0.007%
7/11/2025Farther Finance Advisors LLC971,121$52.81M1.1%+131.0%0.399%
7/11/2025Windsor Capital Management LLC176,356$9.59M2.8%+0.4%0.072%
7/11/2025Butensky & Cohen Financial Security Inc.19,027$1.04M0.3%+4.6%0.008%
7/11/2025My Legacy Advisors LLC3,597$202K0.1%N/A0.001%
7/11/2025International Private Wealth Advisors LLC9,647$525K0.5%+5.4%0.004%
7/10/2025 Legacy Financial Strategies LLC6,094$331K0.1%+4.3%0.003%
7/10/2025 Charter Oak Capital Management LLC10,298$560K0.0%N/A0.004%
7/10/2025 Worth Asset Management LLC4,672$254K0.1%N/A0.002%
7/10/2025 Global Financial Private Client LLC12,196$663K0.2%+13.3%0.005%
7/10/2025 Exchange Traded Concepts LLC1,731,058$94.14M1.2%N/A0.710%
7/10/2025 NorthCrest Asset Manangement LLC52,894$2.96M0.1%+81.3%0.022%
7/10/2025 Wealth Enhancement Advisory Services LLC673,664$37.69M0.1%-19.7%0.276%
7/10/2025 Sharkey Howes & Javer71,315$3.88M0.5%+13.8%0.029%
7/10/2025 Signal Advisors Wealth LLC60,422$3.29M0.3%+53.6%0.025%
7/9/2025 Breakwater Capital Group10,610$577K0.1%-20.5%0.004%
7/9/2025 Post Resch Tallon Group Inc.47,237$2.57M2.5%+0.4%0.019%
7/9/2025 Balefire LLC15,596$848K0.2%N/A0.006%
7/9/2025 Alesco Advisors LLC22,263$1.21M0.0%+47.6%0.009%
7/9/2025 Fiduciary Alliance LLC4,600$250K0.0%N/A0.002%
7/9/2025 Christopher J. Hasenberg Inc18,188$989K0.4%+50,422.2%0.007%
7/9/2025 High Probability Advisors LLC16,782$913K0.1%+2.6%0.007%
7/8/2025 Range Financial Group LLC49,308$2.68M1.1%-4.1%0.020%
7/8/2025 FF Advisors LLC144,930$7.88M4.1%+1.4%0.060%
7/8/2025 Advance Capital Management Inc.217,114$11.81M0.5%+0.3%0.089%
7/8/2025 21 West Wealth Management LLC41,378$2.25M2.3%N/A0.017%
7/8/2025 Apella Capital LLC7,580$420K0.0%+24.3%0.003%
7/8/2025 First International Bank & Trust54,693$2.97M1.0%-31.6%0.023%
7/8/2025 Gradient Investments LLC35,024$1.91M0.0%+125.2%0.014%
7/8/2025 Parallel Advisors LLC2,256$123K0.0%-45.8%0.001%
7/7/2025 Peterson Wealth Advisors LLC696,729$37.89M6.3%+1.5%0.287%
7/7/2025 Taylor & Morgan Wealth Management LLC7,658$416K0.3%N/A0.003%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC203,681$11.08M6.1%-0.4%0.084%
7/1/2025 Harbor Investment Advisory LLC7,618$414K0.0%-3.8%0.003%
6/16/2025Lynx Investment Advisory62,208$3.18M2.1%-5.4%0.026%
5/16/2025NewEdge Advisors LLC185,992$9.52M0.1%-8.7%0.079%
5/16/2025Integrated Wealth Concepts LLC119,230$6.10M0.1%-2.6%0.050%
5/15/2025JDM Financial Group LLC3,245$166K0.1%-13.5%0.001%
5/15/2025Graney & King LLC1,703$87K0.1%-31.3%0.001%
5/15/2025Oarsman Capital Inc.149,902$7.67M1.4%+24.9%0.063%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
5/13/2025Russell Investments Group Ltd.1,151$59K0.0%N/A0.000%
5/13/2025Anfield Capital Management LLC11,859$607K0.2%-86.6%0.005%
5/12/2025Kohmann Bosshard Financial Services LLC45,711$2.34M0.3%-4.9%0.019%
5/9/2025Citizens Financial Group Inc. RI20,296$1.04M0.0%+14.9%0.009%
5/9/2025Tidemark LLC19,629$1.01M0.4%+9.8%0.008%
5/9/2025Cary Street Partners Financial LLC207,199$10.60M0.3%+4.9%0.088%
5/8/2025Sun Life Financial Inc.490,800$25.12M1.6%N/A0.207%
5/8/2025Commerce Bank50,688$2.59M0.0%-3.4%0.021%
5/8/2025Wealthquest Corp73,734$3.77M0.2%-20.8%0.031%
5/8/2025Alliance Wealth Management Group34,956$1.79M0.5%-1.8%0.015%
5/8/2025Goodman Financial Corp57,594$2.95M0.6%+1.7%0.024%
5/8/2025Towercrest Capital Management42,871$2.19M0.4%-1.8%0.018%
5/8/2025North Star Asset Management Inc.316,583$16.20M0.7%-10.9%0.134%
5/8/2025FSB Premier Wealth Management Inc.22,454$1.15M0.4%+5.0%0.009%
5/8/2025Arkadios Wealth Advisors16,750$857K0.0%+52.5%0.007%
5/7/2025MJT & Associates Financial Advisory Group Inc.2,013$103K0.1%N/A0.001%
5/7/2025Sterling Investment Advisors Ltd.39,004$2.00M0.5%+20.0%0.016%
5/7/2025Motco15,389$788K0.1%N/A0.007%
5/6/2025USAdvisors Wealth Management LLC5,218$267K0.1%-34.0%0.002%
5/6/2025Richardson Financial Services Inc.19,838$1.02M0.8%+9.6%0.008%
5/6/2025Madison Asset Management LLC48,524$2.48M0.0%+0.6%0.021%
5/5/2025Crestwood Advisors Group LLC67,916$3.48M0.1%N/A0.029%
5/5/2025Jackson Creek Investment Advisors LLC15,531$795K0.3%+1.8%0.007%
5/2/2025Graypoint LLC13,367$684K0.0%+1.7%0.006%
5/2/2025BIP Wealth LLC20,502$1.05M0.1%-11.4%0.009%
5/2/2025First Command Advisory Services Inc.954,186$48.84M0.5%+17.6%0.403%
5/1/2025LRI Investments LLC509$26K0.0%N/A0.000%
5/1/2025Exchange Capital Management Inc.205,914$10.54M1.7%+9.3%0.087%
4/30/2025Financial Gravity Asset Management Inc.263,872$13.51M2.9%N/A0.112%
4/29/2025Bank of New York Mellon Corp16,980$869K0.0%+113.6%0.007%
4/28/2025Private Trust Co. NA20,476$1.05M0.1%-10.7%0.009%
4/25/2025MorganRosel Wealth Management LLC500$26K0.0%N/A0.000%
4/25/2025Sumitomo Mitsui Trust Group Inc.93,300$4.78M0.0%+64.0%0.039%
4/24/2025Golden State Wealth Management LLC68,684$3.52M0.5%+32.0%0.029%
4/23/2025Western Wealth Management LLC191,098$9.78M0.6%-16.9%0.081%
4/23/2025Creative Financial Designs Inc. ADV12,396$634K0.1%+23.4%0.005%
4/23/2025SOL Capital Management CO64,255$3.29M0.4%+11.6%0.027%
4/23/2025Golden State Wealth Management LLC137,309$7.03M0.5%+164.0%0.058%
4/23/2025Bessemer Group Inc.8,864$454K0.0%-23.7%0.004%
4/23/2025S.A. Mason LLC33,985$1.74M0.9%+1.6%0.014%
4/23/2025Fourth Dimension Wealth LLC9,017$461K0.2%+3.8%0.004%
4/22/2025Cambridge Investment Research Advisors Inc.158,072$8.09M0.0%+0.4%0.067%
4/22/2025Altrius Capital Management Inc4,110$210K0.1%-11.7%0.002%
4/22/2025Crews Bank & Trust380,046$19.45M3.3%+0.7%0.161%
4/21/2025Citizens & Northern Corp291,195$14.90M4.2%+3.8%0.123%
4/21/2025Lumbard & Kellner LLC177,385$9.08M4.0%+72.8%0.075%
4/21/2025PSI Advisors LLC191,919$9.82M3.2%+3.7%0.081%
4/21/2025Kingswood Wealth Advisors LLC7,278$372K0.0%-5.9%0.003%
4/17/2025Vicus Capital14,636$749K0.1%+2.6%0.006%
4/17/2025Janney Montgomery Scott LLC17,164$878K0.0%-7.1%0.007%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
4/16/2025IAG Wealth Partners LLC196,673$10.07M1.6%+7.5%0.083%
4/15/2025GPS Wealth Strategies Group LLC12,235$626K0.1%-15.6%0.005%
4/15/2025Zhang Financial LLC142,578$7.30M0.4%+23.4%0.060%
4/15/2025Ellenbecker Investment Group238,402$12.20M2.2%+82.9%0.101%
4/15/2025Curbstone Financial Management Corp20,000$1.02M0.2%+1.8%0.008%
4/15/2025Collier Financial2,215$113K0.1%+1,202.9%0.001%
4/15/2025Prairie Sky Financial Group LLC24,967$1.28M0.8%-4.9%0.011%
4/14/2025Farther Finance Advisors LLC420,487$21.64M0.6%+34.5%0.178%
4/14/2025Tilia Fiduciary Partners Inc.24,889$1.27M0.8%+8.7%0.011%
4/11/2025Hudson Valley Investment Advisors Inc. ADV16,297$834K0.1%+14.8%0.007%
(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, 180 institutional investors and hedge funds held shares of SPDR Portfolio S&P 400 Mid Cap ETF. The most heavily invested institutionals were Exchange Traded Concepts LLC ($94.14M), Farther Finance Advisors LLC ($52.81M), First Command Advisory Services Inc. ($48.84M), Peterson Wealth Advisors LLC ($37.89M), Wealth Enhancement Advisory Services LLC ($37.69M), Sun Life Financial Inc. ($25.12M), and Ameriprise Financial Inc. ($24.10M).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 158 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: Exchange Traded Concepts LLC ($1.73M), Farther Finance Advisors LLC ($911.32K), Pinkerton Retirement Specialists LLC ($892.71K), Sun Life Financial Inc. ($490.80K), Crews Bank & Trust ($380.05K), ST Germain D J Co. Inc. ($324.04K), and Financial Gravity Asset Management Inc. ($263.87K).

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

Institutional investors have bought a total of 6,417,587 shares in the last 24 months. This purchase volume represents approximately $343.56M in transactions.

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

Of the 56 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: Wealthquest Corp ($185.43K), Wealth Enhancement Advisory Services LLC ($165.46K), M Holdings Securities Inc. ($152.37K), IHT Wealth Management LLC ($135.51K), Pinkerton Retirement Specialists LLC ($133.44K), Anfield Capital Management LLC ($76.98K), and North Star Asset Management Inc. ($48.93K).

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

Institutional investors have sold a total of 1,149,646 shares in the last 24 months. This volume of shares sold represents approximately $61.61M in transactions.



This page (NYSEARCA:SPMD) was last updated on 7/12/2025 by MarketBeat.com Staff
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