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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$66.65 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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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)
577
Total
Institutional Inflows
(last 12 months)
$6.88B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$999.55M
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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
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%
6/9/2026Robinswood Financial LLC76,717$4.54M5.7%N/A0.029%
6/4/2026Midwest Financial Network LLC29,065$1.72M1.4%+70.2%0.011%
6/3/2026Wealthquest Corp36,626$2.17M0.2%-18.6%0.014%
6/3/2026NewEdge Advisors LLC182,580$10.81M0.0%-0.3%0.068%
6/1/2026Financial Solutions Advisory Group Inc.63,164$3.74M0.5%N/A0.024%
5/28/2026Maripau Wealth Management LLC5,872$348K0.2%+54.5%0.002%
5/22/2026WNY Asset Management LLC10,601$628K0.1%N/A0.004%
5/22/2026Segall Bryant & Hamill LLC5,550$333K0.0%N/A0.002%
5/22/2026Verus Capital Partners LLC101,127$5.99M0.4%+1.5%0.038%
5/20/2026Arete Wealth Advisors LLC29,052$1.72M0.1%+124.3%0.011%
5/19/2026Western Wealth Management LLC216,438$12.82M0.5%+18.9%0.081%
5/19/2026NewEdge Advisors LLC48,298$2.86M0.1%-73.6%0.018%
5/19/2026Bank of America Corp DE1,931,806$114.40M0.0%-1.2%0.724%
5/19/2026Centaurus Financial Inc.11,507$681K0.0%+499.0%0.004%
5/19/2026Strategic Investment Advisors MI3,020$179K0.0%N/A0.001%
5/19/2026Arkadios Wealth Advisors104,389$6.18M0.1%+481.3%0.039%
5/19/2026Arete Wealth Advisors LLC29,052$1.72M0.1%+124.3%0.011%
5/18/2026EverSource Wealth Advisors LLC593$35K0.0%+62.5%0.000%
5/18/2026Royal Bank of Canada865,545$51.26M0.0%+8.9%0.325%
5/18/2026Empowered Funds LLC7,074$419K0.0%+470.9%0.003%
5/18/2026Estate Counselors LLC3,825$227K0.0%-21.3%0.001%
5/16/2026Quantinno Capital Management LP103,510$6.13M0.0%+57.6%0.039%
5/15/2026Gateway Wealth Partners LLC35,438$2.10M0.1%+92.7%0.013%
5/15/2026Quadcap Wealth Management LLC17,662$1.05M0.1%-7.6%0.007%
5/15/2026Bradley Foster & Sargent Inc. CT28,444$1.68M0.0%-11.6%0.011%
5/15/2026Waverly Advisors LLC467,052$27.66M0.2%+12.4%0.175%
5/15/2026Vivaldi Capital Management LP147,263$8.72M1.2%+11.1%0.055%
5/14/2026Renaissance Technologies LLC76,700$4.54M0.0%N/A0.029%
5/14/2026Compound Planning Inc.16,129$955K0.0%-1.8%0.006%
5/14/2026Modern Wealth Management LLC36,892$2.20M0.0%-20.3%0.014%
5/14/2026Davis R M Inc.5,371$318K0.0%-24.3%0.002%
5/14/2026Lido Advisors LLC255,766$15.15M0.0%+6.7%0.096%
5/13/2026Cetera Investment Advisers274,600$16.26M0.0%+2.9%0.103%
5/13/2026Measured Wealth Private Client Group LLC31,537$1.87M0.5%-14.8%0.012%
5/13/2026Signature Equity Partners LLC702$42K0.0%N/A0.000%
5/13/2026Alesco Advisors LLC An ESL Co48,207$2.86M0.1%+14.9%0.018%
5/8/2026PNC Financial Services Group Inc.8,834$523K0.0%-5.1%0.003%
5/8/2026Cassaday & Co Wealth Management LLC6,124$363K0.0%+6.3%0.002%
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5/7/2026AlTi Global Inc.2,823,459$167.21M3.6%-5.4%1.059%
5/7/2026Balefire LLC16,323$967K0.2%+8.7%0.006%
5/7/2026Parallel Advisors LLC1,726$102K0.0%-13.6%0.001%
5/7/2026Koss Olinger Consulting LLC1,063,343$62.97M5.3%+20.2%0.399%
5/7/2026Hanseatic Management Services Inc.37,901$2.24M2.1%N/A0.014%
5/7/2026Tandem Wealth Advisors LLC5,095$302K0.1%-18.0%0.002%
5/6/2026Ranch Capital Advisors Inc.15,898$942K0.3%+3.7%0.006%
5/6/2026Zhang Financial LLC171,919$10.18M0.4%-2.5%0.064%
5/6/2026Simon Quick Advisors LLC10,407$616K0.0%-55.7%0.004%
5/6/2026Modera Wealth Management LLC106,608$6.31M0.1%-11.9%0.040%
5/6/2026Advisortrust Partners LLC1,057$63K0.0%N/A0.000%
5/6/2026Assetmark Inc.443,169$26.24M0.1%+3.9%0.166%
5/6/2026Angeles Wealth Management LLC2,685$159K0.0%N/A0.001%
5/6/2026Bessemer Group Inc.10,271$608K0.0%-25.3%0.004%
5/6/2026Independent Financial Group LLC106,248$6.29M0.2%N/A0.040%
5/5/2026Quartz Partners LLC4,765$282K0.1%N/A0.002%
5/5/2026Navigation Group LLC22,111$1.31M0.3%N/A0.008%
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%
5/5/2026Sterling Investment Advisors Ltd.43,407$2.57M0.4%+11.0%0.016%
5/5/2026Sigma Planning Corp6,455$382K0.0%-7.1%0.002%
5/5/2026Conservest Capital Advisors Inc.4,667$276K0.0%N/A0.002%
5/5/2026Fell Capital Management ADV18,129$1.07M1.0%+17.6%0.007%
5/4/2026Retirement Planning Group LLC51,053$3.02M0.1%-0.4%0.019%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,893$290K0.0%+6.1%0.002%
5/4/2026Nadler Financial Group Inc.21,900$1.30M0.1%N/A0.008%
5/4/2026Chicago Partners Investment Group LLC127,760$8.14M0.2%+2.3%0.048%
5/4/2026Team Financial Group LLC2,088$124K0.1%+11.5%0.001%
5/4/2026Hibernia Wealth Partners LLC86,425$5.12M1.5%-2.2%0.032%
5/4/2026Procyon Advisors LLC3,799$225K0.0%N/A0.001%
5/2/2026Global Assets Advisory LLC15,531$920K0.2%N/A0.006%
5/2/2026ARQ Wealth Advisors LLC63,057$3.73M0.7%-3.9%0.024%
5/2/2026Diversify Wealth Management LLC10,945$687K0.0%+72.0%0.004%
5/2/2026Towercrest Capital Management43,958$2.60M0.4%+0.6%0.016%
5/2/2026Valmark Advisers Inc.7,215,287$427.29M5.1%+2.5%2.706%
5/2/2026Carnegie Investment Counsel132,763$7.86M0.2%+0.8%0.050%
5/2/2026UNIVEST FINANCIAL Corp8,515$504K0.0%-75.2%0.003%
5/1/2026Citizens Financial Group Inc. RI23,390$1.39M0.0%+1.3%0.009%
5/1/2026Fifth Third Bancorp283,790$16.81M0.0%+23.1%0.106%
5/1/2026Rossmore Private Capital2,579$153K0.0%+63.3%0.001%
5/1/2026Simplicity Wealth LLC53,952$3.20M0.2%+17.6%0.020%
4/30/2026Range Financial Group LLC48,368$2.86M1.0%-1.9%0.018%
4/30/2026Kestra Advisory Services LLC48,644$2.88M0.0%+41.3%0.018%
4/30/2026Money Concepts Capital Corp23,013$1.36M0.1%+10.6%0.009%
4/30/2026Sumitomo Mitsui Trust Group Inc.66,900$3.96M0.0%-8.6%0.025%
4/30/2026CFS Investment Advisory Services LLC24,818$1.59M0.1%-9.0%0.009%
4/30/2026Cahaba Wealth Management Inc.470,043$27.84M1.9%+4.1%0.176%
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4/30/2026PCB Capital LLC4,678$277K0.4%+10.1%0.002%
4/29/2026Axxcess Wealth Management LLC13,131$778K0.0%-12.1%0.005%
4/29/2026Cvfg LLC98,614$5.84M0.7%+5.6%0.037%
4/29/2026ArborFi Advisors LLC73,454$4.35M3.6%+5.6%0.028%
4/29/2026Addison Capital Co102,970$6.10M1.1%+11.6%0.039%
4/29/2026Alliance Wealth Management Group34,814$2.06M0.4%+0.8%0.013%
4/29/2026Resonant Capital Advisors LLC106,696$6.32M0.3%-0.7%0.040%
4/29/2026United Asset Strategies Inc.53,142$3.15M0.3%-1.2%0.020%
4/29/2026Northwest Wealth Advisors LLC19,992$1.18M0.8%-2.3%0.007%
4/29/2026Montz Harcus Wealth Management LLC240,095$14.22M5.7%+3.2%0.090%


SPMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 735 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.

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 626 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).

Institutional investors have bought a total of 119,642,219 shares in the last 24 months. This purchase volume represents approximately $6.88B in transactions.

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. ($2.51M), 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).

Institutional investors have sold a total of 17,712,638 shares in the last 24 months. This volume of shares sold represents approximately $999.55M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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