Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free SPMD Stock Alerts

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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$66.37 +0.55 (+0.84%)
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)
500
Total
Institutional Inflows
(last 12 months)
$6.19B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$640.18M
Get SPMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 400 Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Range Advisory LLC11,150$753K0.1%+66.5%0.004%
9/2/2026 Brown Lisle Cummings Inc.2,297$155K0.0%+233.4%0.001%
8/27/2026 Corient Private Wealth LP489,744$33.09M0.0%+1.9%0.177%
8/26/2026 HORAN Wealth LLC15,078$1.02M0.1%+7.3%0.005%
8/26/2026 Brown Financial Advisors6,039$408K0.1%+18.6%0.002%
8/23/2026 Ameritas Advisory Services LLC32,481$2.19M0.0%+221.1%0.012%
8/23/2026 SFG Wealth Management LLC.16,619$1.12M0.4%+155.3%0.006%
8/23/2026 HB Wealth Management LLC3,698$250K0.0%-67.2%0.001%
8/23/2026 Semitam Bonam LLC43,106$2.91M2.1%+2.1%0.016%
8/22/2026 Hopwood Nicholas Hunter2,968$200K0.1%N/A0.001%
8/22/2026 Shum Financial Group Inc.47,975$3.24M1.8%+0.8%0.017%
8/22/2026 SMART Wealth LLC22,233$1.50M0.3%N/A0.008%
8/22/2026 Concurrent Investment Advisors LLC75,960$5.13M0.0%+96.9%0.027%
8/22/2026 Power Wealth Management LLC52,354$3.54M1.2%+1.8%0.019%
8/21/2026 Montz Harcus Wealth Management LLC257,179$17.38M5.7%+7.1%0.093%
8/21/2026 WorthPointe LLC12,793$864K0.2%-2.7%0.005%
8/21/2026 Orion Capital Management LLC5,000$338K0.1%-5.9%0.002%
8/21/2026 Coppell Advisory Solutions LLC5,179$350K0.1%N/A0.002%
8/21/2026 Symphony Financial Ltd. Co.28,726$1.93M0.2%-4.6%0.010%
8/21/2026 Retirement Income Solutions Inc.714,469$48.27M7.7%-0.4%0.258%
8/21/2026 Luken Investment Analytics LLC71,712$4.85M1.7%+31.7%0.026%
8/21/2026 Acorn Wealth Advisors LLC6,183$418K0.1%+11.7%0.002%
7/10/2026 Butensky & Cohen Financial Security Inc.19,088$1.29M0.3%-2.8%0.007%
7/10/2026 Taylor & Morgan Wealth Management LLC11,401$770K0.4%-6.8%0.004%
7/10/2026 Canvas Wealth Advisors LLC4,115$278K0.0%-20.9%0.002%
7/10/2026 G&S Capital LLC62,931$4.25M1.2%-1.3%0.023%
7/10/2026 KWB Wealth139,488$9.42M0.8%+14.0%0.051%
7/10/2026 Spinnaker Investment Group LLC6,666$450K0.1%N/A0.002%
7/10/2026 SMI Advisory Services LLC4,636$310K0.1%-4.7%0.002%
7/10/2026 Wealthcare Advisory Partners LLC1,230,591$83.14M1.6%+4.1%0.451%
7/10/2026 Paladin Wealth LLC7,281$492K0.3%+40.3%0.003%
7/9/2026 Wealthcare Capital Partners LLC49,981$3.38M1.4%+0.7%0.018%
7/9/2026 World Equity Group Inc.5,116$346K0.1%N/A0.002%
7/9/2026 Wealthcare Capital Management LLC39,302$2.66M0.3%+2.1%0.014%
7/9/2026 Sax Wealth Advisors LLC5,606$379K0.0%-15.3%0.002%
7/9/2026 Windsor Capital Management LLC157,413$10.64M2.8%-3.2%0.058%
7/9/2026 Breakwater Capital Group50,245$3.40M0.4%+8.3%0.018%
7/9/2026 Private Wealth Group LLC145,167$9.81M3.8%+13.3%0.053%
7/8/2026 Gradient Investments LLC175,260$11.84M0.2%+35.4%0.064%
7/8/2026 Apella Capital LLC20,816$1.38M0.0%-1.2%0.008%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
7/8/2026 Eclectic Associates Inc. ADV4,311$291K0.0%-5.3%0.002%
7/8/2026 Midwest Financial Network LLC34,472$2.33M1.6%+18.6%0.013%
7/7/2026 Bill Few Associates Inc.107,104$7.24M1.5%+2.7%0.039%
7/7/2026 JGP Wealth Management LLC3,239$219K0.0%N/A0.001%
7/7/2026 Avior Wealth Management LLC290,317$19.61M0.5%+1.4%0.107%
7/7/2026 Financial Enhancement Group LLC39,204$2.65M0.3%+4.3%0.014%
7/7/2026 Waller Financial Planning Group Inc.151,413$10.23M2.1%-10.4%0.056%
7/7/2026 CGN Advisors LLC164,377$11.11M0.8%-3.0%0.060%
7/6/2026 Trilogy Capital Inc.15,608$1.05M0.0%-2.7%0.006%
6/26/2026 WealthPoint Financial LLC6,925$410K0.3%+17.5%0.003%
6/18/2026 Western Wealth Management LLC216,438$12.82M0.5%+18.9%0.081%
6/9/2026 Robinswood Financial LLC76,717$4.54M5.7%N/A0.029%
6/4/2026 Midwest Financial Network LLC29,065$1.72M1.4%+70.2%0.011%
6/3/2026 Wealthquest Corp36,626$2.17M0.2%-18.6%0.014%
6/3/2026 NewEdge Advisors LLC182,580$10.81M0.0%-0.3%0.068%
6/1/2026 Financial Solutions Advisory Group Inc.63,164$3.74M0.5%N/A0.024%
5/28/2026 Maripau Wealth Management LLC5,872$348K0.2%+54.5%0.002%
5/22/2026 WNY Asset Management LLC10,601$628K0.1%N/A0.004%
5/22/2026 Segall Bryant & Hamill LLC5,550$333K0.0%N/A0.002%
5/22/2026 Verus Capital Partners LLC101,127$5.99M0.4%+1.5%0.038%
5/20/2026 Arete Wealth Advisors LLC29,052$1.72M0.1%+124.3%0.011%
5/19/2026 Western Wealth Management LLC216,438$12.82M0.5%+18.9%0.081%
5/19/2026 NewEdge Advisors LLC48,298$2.86M0.1%-73.6%0.018%
5/19/2026 Bank of America Corp DE1,931,806$114.40M0.0%-1.2%0.724%
5/19/2026 Centaurus Financial Inc.11,507$681K0.0%+499.0%0.004%
5/19/2026 Strategic Investment Advisors MI3,020$179K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors104,389$6.18M0.1%+481.3%0.039%
5/19/2026 Arete Wealth Advisors LLC29,052$1.72M0.1%+124.3%0.011%
5/18/2026 EverSource Wealth Advisors LLC593$35K0.0%+62.5%0.000%
5/18/2026 Royal Bank of Canada865,545$51.26M0.0%+8.9%0.325%
5/18/2026 Empowered Funds LLC7,074$419K0.0%+470.9%0.003%
5/18/2026 Estate Counselors LLC3,825$227K0.0%-21.3%0.001%
5/16/2026 Quantinno Capital Management LP103,510$6.13M0.0%+57.6%0.039%
5/15/2026 Gateway Wealth Partners LLC35,438$2.10M0.1%+92.7%0.013%
5/15/2026 Quadcap Wealth Management LLC17,662$1.05M0.1%-7.6%0.007%
5/15/2026 Bradley Foster & Sargent Inc. CT28,444$1.68M0.0%-11.6%0.011%
5/15/2026 Waverly Advisors LLC467,052$27.66M0.2%+12.4%0.175%
5/15/2026 Vivaldi Capital Management LP147,263$8.72M1.2%+11.1%0.055%
5/14/2026 Renaissance Technologies LLC76,700$4.54M0.0%N/A0.029%
5/14/2026 Compound Planning Inc.16,129$955K0.0%-1.8%0.006%
5/14/2026 Modern Wealth Management LLC36,892$2.20M0.0%-20.3%0.014%
5/14/2026 Davis R M Inc.5,371$318K0.0%-24.3%0.002%
5/14/2026 Lido Advisors LLC255,766$15.15M0.0%+6.7%0.096%
5/13/2026 Cetera Investment Advisers274,600$16.26M0.0%+2.9%0.103%
5/13/2026 Measured Wealth Private Client Group LLC31,537$1.87M0.5%-14.8%0.012%
5/13/2026 Signature Equity Partners LLC702$42K0.0%N/A0.000%
5/13/2026 Alesco Advisors LLC An ESL Co48,207$2.86M0.1%+14.9%0.018%
5/8/2026 PNC Financial Services Group Inc.8,834$523K0.0%-5.1%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC6,124$363K0.0%+6.3%0.002%
5/7/2026 AlTi Global Inc.2,823,459$167.21M3.6%-5.4%1.059%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
5/7/2026 Balefire LLC16,323$967K0.2%+8.7%0.006%
5/7/2026 Parallel Advisors LLC1,726$102K0.0%-13.6%0.001%
5/7/2026 Koss Olinger Consulting LLC1,063,343$62.97M5.3%+20.2%0.399%
5/7/2026 Hanseatic Management Services Inc.37,901$2.24M2.1%N/A0.014%
5/7/2026 Tandem Wealth Advisors LLC5,095$302K0.1%-18.0%0.002%
5/6/2026 Ranch Capital Advisors Inc.15,898$942K0.3%+3.7%0.006%
5/6/2026 Zhang Financial LLC171,919$10.18M0.4%-2.5%0.064%
5/6/2026 Simon Quick Advisors LLC10,407$616K0.0%-55.7%0.004%
5/6/2026 Modera Wealth Management LLC106,608$6.31M0.1%-11.9%0.040%
5/6/2026 Advisortrust Partners LLC1,057$63K0.0%N/A0.000%


SPMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 733 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 625 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 Vicus Capital ($902.71K).

Institutional investors have bought a total of 106,935,151 shares in the last 24 months. This purchase volume represents approximately $6.19B in transactions.

Of the 268 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. ($498.92K).

Institutional investors have sold a total of 11,093,062 shares in the last 24 months. This volume of shares sold represents approximately $640.18M 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 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel