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

$53.93

+0.96 (+1.81%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 69
Total Institutional Inflows (last 12 months): $116.31M

Number of Institutional Sellers (last 12 months): 35
Total Institutional Outflows (last 12 months): $160.19M

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SPMD Institutional Buying and Selling by Quarter

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SPDR Portfolio S&P 400 Mid Cap ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	164,816	$8.46M	0.0%	-3.2%	0.085%
7/23/2024	PSI Advisors LLC	178,032	$9.13M	2.9%	+9.5%	0.091%
7/23/2024	Exchange Capital Management Inc.	121,457	$6.23M	1.0%	+43.0%	0.062%
7/23/2024	Vicus Capital	13,366	$686K	0.1%	+2.4%	0.007%
7/23/2024	Crescent Grove Advisors LLC	37,366	$1.92M	0.2%	-2.2%	0.019%
7/22/2024	Summit Global Investments	6,194	$318K	0.0%	-12.4%	0.003%
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7/20/2024	Zhang Financial LLC	65,946	$3.38M	0.2%	+31.4%	0.034%
7/19/2024	Oakworth Capital Inc.	4,373	$224K	0.0%	+6,330.9%	0.002%
7/17/2024	AdvisorNet Financial Inc	36,499	$1.87M	0.2%	+9.7%	0.019%
7/17/2024	IAG Wealth Partners LLC	164,424	$8.44M	1.7%	+6.0%	0.084%
7/16/2024	GPS Wealth Strategies Group LLC	42,275	$2.17M	0.3%	-2.0%	0.022%
7/16/2024	Edmonds Duncan Registered Investment Advisors LLC	62,018	$3.18M	0.8%	+0.4%	0.032%
7/11/2024	Tilia Fiduciary Partners Inc.	20,359	$1.04M	0.8%	+19.8%	0.010%
7/11/2024	Butensky & Cohen Financial Security Inc.	18,252	$936K	0.3%	-1.3%	0.009%
7/10/2024	S.A. Mason LLC	28,643	$1.47M	0.8%	+8.3%	0.015%
7/9/2024	Kingswood Wealth Advisors LLC	12,707	$652K	0.1%	-2.8%	0.007%
7/9/2024	Lynx Investment Advisory	59,934	$3.08M	2.3%	N/A	0.031%
7/8/2024	Marathon Strategic Advisors LLC	119,870	$6.15M	7.2%	+3.8%	0.061%
7/8/2024	ST Germain D J Co. Inc.	299,337	$15.36M	0.7%	+9.7%	0.154%
7/3/2024	First International Bank & Trust	199,057	$10.21M	3.5%	-0.2%	0.102%
7/3/2024	Curbstone Financial Management Corp	16,950	$870K	0.2%	+4.3%	0.009%
7/2/2024	Hudson Valley Investment Advisors Inc. ADV	11,248	$541K	0.1%	+11.5%	0.006%
6/11/2024	EverSource Wealth Advisors LLC	5,923	$297K	0.0%	N/A	0.003%
5/17/2024	Comerica Bank	6,636	$354K	0.0%	-22.7%	0.003%
5/14/2024	InterOcean Capital Group LLC	5,387	$287K	0.0%	-30.0%	0.003%
5/13/2024	Financial Gravity Asset Management Inc.	247,014	$13.18M	3.4%	-91.5%	0.128%
5/10/2024	Towercrest Capital Management	48,066	$2.56M	0.4%	-3.8%	0.025%
5/10/2024	Pinkerton Retirement Specialists LLC	348,193	$18.57M	3.0%	N/A	0.181%
5/4/2024	Richardson Financial Services Inc.	19,138	$1.02M	0.7%	-8.9%	0.010%
5/3/2024	Whittier Trust Co.	2,751	$147K	0.0%	+185.1%	0.001%
5/1/2024	Janney Montgomery Scott LLC	20,474	$1.09M	0.0%	+36.8%	0.011%
5/1/2024	Avior Wealth Management LLC	161,596	$8.62M	0.4%	+26.4%	0.084%
4/30/2024	Marathon Strategic Advisors LLC	115,435	$6.16M	7.5%	+3.0%	0.060%
4/30/2024	Arkadios Wealth Advisors	10,846	$579K	0.0%	+5.9%	0.006%
4/29/2024	Crescent Grove Advisors LLC	38,218	$2.04M	0.2%	-1.0%	0.020%
4/25/2024	IAG Wealth Partners LLC	155,140	$8.28M	1.8%	+7.1%	0.081%
4/25/2024	Cambridge Investment Research Advisors Inc.	170,234	$9.08M	0.0%	+25.6%	0.089%
4/24/2024	Private Trust Co. NA	20,795	$1.11M	0.1%	+24.0%	0.011%
4/24/2024	PSI Advisors LLC	162,644	$8.68M	3.1%	-8.6%	0.085%
4/24/2024	Zhang Financial LLC	50,205	$2.68M	0.2%	+40.0%	0.026%
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4/24/2024	SOL Capital Management CO	40,730	$2.17M	0.3%	-6.3%	0.021%
4/18/2024	Exchange Capital Management Inc.	84,917	$4.53M	0.7%	+805.3%	0.044%
4/18/2024	Edmonds Duncan Registered Investment Advisors LLC	61,770	$3.30M	0.8%	+1.6%	0.032%
4/17/2024	Vicus Capital	13,059	$697K	0.1%	+5.2%	0.007%
4/16/2024	Indiana Trust & Investment Management CO	1,964	$105K	0.0%	N/A	0.001%
4/16/2024	Prairie Sky Financial Group LLC	38,737	$2.07M	1.2%	-10.6%	0.020%
4/16/2024	Arkansas Financial Group Inc.	17,091	$912K	0.2%	+3.1%	0.009%
4/15/2024	S.A. Mason LLC	26,439	$1.41M	0.8%	+3.8%	0.014%
4/15/2024	Kingswood Wealth Advisors LLC	13,072	$697K	0.1%	+125.5%	0.007%
4/12/2024	Worth Asset Management LLC	13,627	$727K	0.4%	N/A	0.009%
4/12/2024	Harbor Investment Advisory LLC	5,281	$282K	0.0%	N/A	0.004%
4/12/2024	AdvisorNet Financial Inc	33,279	$1.78M	0.2%	+1,701.8%	0.023%
4/9/2024	Curbstone Financial Management Corp	16,250	$867K	0.2%	+12.8%	0.011%
4/5/2024	Butensky & Cohen Financial Security Inc.	18,491	$986K	0.3%	+2.4%	0.013%
4/2/2024	ST Germain D J Co. Inc.	272,809	$14.55M	0.7%	+5.5%	0.185%
4/2/2024	M&R Capital Management Inc.	1,078	$57K	0.0%	+36.3%	0.001%
3/8/2024	ICA Group Wealth Management LLC	3,448	$168K	0.0%	N/A	0.002%
3/4/2024	Richardson Financial Services Inc.	20,998	$1.02M	0.9%	N/A	0.014%
2/23/2024	Arkansas Financial Group Inc.	16,576	$808K	0.1%	-9.2%	0.011%
2/20/2024	Wellington Wealth Strategies LLC.	6,825	$333K	0.3%	N/A	0.005%
2/16/2024	Oarsman Capital Inc.	55,024	$2.68M	0.7%	+56.0%	0.037%
2/13/2024	CIBC Private Wealth Group LLC	10,920	$532K	0.0%	N/A	0.007%
2/9/2024	Citizens & Northern Corp	172,423	$8.40M	3.0%	-3.3%	0.117%
2/9/2024	Cambridge Investment Research Advisors Inc.	135,493	$6.60M	0.0%	-2.8%	0.092%
2/9/2024	Tidemark LLC	15,327	$747K	0.5%	N/A	0.010%
2/9/2024	InterOcean Capital Group LLC	7,691	$375K	0.0%	-37.6%	0.005%
2/9/2024	Goodman Financial Corp	51,313	$2.50M	0.7%	-1.9%	0.035%
2/8/2024	Towercrest Capital Management	49,988	$2.44M	0.4%	+5.3%	0.034%
2/8/2024	Retirement Income Solutions Inc	245,867	$11.98M	3.0%	+2.9%	0.166%
2/8/2024	Exchange Capital Management Inc.	9,380	$457K	0.1%	N/A	0.006%
2/8/2024	Janney Montgomery Scott LLC	14,967	$729K	0.0%	-1.4%	0.010%
2/7/2024	Cary Street Partners Investment Advisory LLC	23,204	$1.13M	0.1%	+88.7%	0.016%
2/6/2024	Eldridge Investment Advisors Inc.	29,624	$1.44M	0.4%	+264.4%	0.020%
2/5/2024	Hexagon Capital Partners LLC	874	$43K	0.0%	N/A	0.001%
2/5/2024	Fernwood Investment Management LLC	14,226	$693K	0.2%	+10.3%	0.010%
2/5/2024	Altrius Capital Management Inc	5,304	$258K	0.1%	-3.9%	0.004%
2/2/2024	IAG Wealth Partners LLC	144,887	$7.06M	1.6%	+7.8%	0.098%
2/2/2024	BIP Wealth LLC	24,921	$1.21M	0.1%	-2.9%	0.017%
2/1/2024	North Star Asset Management Inc.	158,975	$7.75M	0.4%	+1,207.8%	0.108%
2/1/2024	PSI Advisors LLC	177,891	$8.67M	3.2%	+24.1%	0.120%
2/1/2024	Vicus Capital	12,417	$605K	0.1%	-4.2%	0.008%
1/31/2024	Zhang Financial LLC	35,854	$1.75M	0.2%	N/A	0.024%
1/31/2024	OLD Second National Bank of Aurora	8,499	$414K	0.1%	+4.9%	0.006%
1/30/2024	Avior Wealth Management LLC	127,827	$6.23M	0.4%	+777.3%	0.086%
1/29/2024	Tennessee Valley Asset Management Partners	3,717	$181K	0.0%	N/A	0.003%
1/25/2024	SOL Capital Management CO	43,485	$2.12M	0.3%	+268.4%	0.029%
1/24/2024	Prime Capital Investment Advisors LLC	7,709	$376K	0.0%	+19.6%	0.005%
1/24/2024	Private Trust Co. NA	16,769	$817K	0.1%	+8.9%	0.011%
1/23/2024	Householder Group Estate & Retirement Specialist LLC	15,912	$775K	0.3%	-45.5%	0.011%
1/19/2024	AdvisorNet Financial Inc	1,847	$90K	0.0%	+22.7%	0.001%
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1/18/2024	Grey Fox Wealth Advisors LLC	5,256	$256K	0.1%	N/A	0.004%
1/17/2024	IFG Advisory LLC	103,943	$5.06M	0.4%	+1.6%	0.070%
1/16/2024	Kingswood Wealth Advisors LLC	5,796	$282K	0.0%	+7.0%	0.004%
1/12/2024	GPS Wealth Strategies Group LLC	43,842	$2.14M	0.4%	-28.3%	0.030%
1/12/2024	Hudson Valley Investment Advisors Inc. ADV	11,248	$541K	0.1%	-9.9%	0.008%
1/12/2024	Tilia Fiduciary Partners Inc.	12,815	$624K	0.6%	+25.9%	0.009%
1/11/2024	Edmonds Duncan Registered Investment Advisors LLC	60,787	$2.96M	0.8%	+5.5%	0.041%
1/9/2024	First International Bank & Trust	462,271	$22.52M	8.8%	+5.3%	0.313%
1/8/2024	Curbstone Financial Management Corp	14,400	$702K	0.2%	N/A	0.010%
1/2/2024	M&R Capital Management Inc.	791	$39K	0.0%	+102.8%	0.001%

(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 ($18.57M), ST Germain D J Co. Inc. ($15.36M), Financial Gravity Asset Management Inc. ($13.18M), and Retirement Income Solutions Inc ($11.98M).Learn more on SPMD's institutional investors.
Which institutional investors have been buying SPDR Portfolio S&P 400 Mid Cap ETF stock?: Of the 110 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 ($892.71K), First International Bank & Trust ($497.62K), ST Germain D J Co. Inc. ($269.70K), North Star Asset Management Inc. ($158.98K), Avior Wealth Management LLC ($152.85K), and PSI Advisors LLC ($132.76K).
How much institutional buying is happening at SPDR Portfolio S&P 400 Mid Cap ETF?: Institutional investors have bought a total of 4,972,585 shares in the last 24 months. This purchase volume represents approximately $225.43M in transactions.

Which SPDR Portfolio S&P 400 Mid Cap ETF major shareholders have been selling company stock?: Of the 64 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: Financial Gravity Asset Management Inc. ($2.66M), Detalus Advisors LLC ($160.82K), M Holdings Securities Inc. ($154.38K), PSI Advisors LLC ($62.54K), Retirement Income Solutions Inc ($44.29K), Integrated Wealth Concepts LLC ($39.68K), and First International Bank & Trust ($35.77K).
How much institutional selling is happening at SPDR Portfolio S&P 400 Mid Cap ETF?: Institutional investors have sold a total of 3,407,196 shares in the last 24 months. This volume of shares sold represents approximately $174.45M in transactions.