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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$56.62 -0.27 (-0.47%)
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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)
310
Total
Institutional Inflows
(last 12 months)
$902.50M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$406.53M
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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
8/29/2025 Evolution Wealth Management Inc.3,475$189K0.2%N/A0.001%
8/29/2025 Centaurus Financial Inc.47,759$2.60M0.2%+2.3%0.019%
8/28/2025 Midwestern Financial LLC IA4,573$249K0.2%N/A0.002%
8/27/2025 Barnes Wealth Management Group Inc8,756$476K0.3%-50.5%0.004%
8/27/2025 Orion Porfolio Solutions LLC148,130$8.06M0.1%-19.8%0.060%
8/26/2025 Thrivent Financial for Lutherans627,323$34.11M0.1%+3,714.4%0.256%
8/25/2025 Promus Capital LLC1,339$73K0.0%N/A0.001%
8/25/2025 Silverlake Wealth Management LLC7,597$413K0.1%N/A0.003%
8/20/2025 Thompson Davis & CO. Inc.6,950$378K0.2%-28.0%0.003%
8/20/2025 Coppell Advisory Solutions LLC12,488$679K0.1%N/A0.005%
8/19/2025 Advisory Services Network LLC15,339$847K0.0%-4.4%0.006%
8/16/2025 Evergreen Capital Management LLC85,221$4.63M0.1%+0.4%0.035%
8/16/2025 Headlands Technologies LLC697$38K0.0%N/A0.000%
8/15/2025 Tower Research Capital LLC TRC 25,730$1.40M0.0%+22,873.2%0.010%
8/15/2025 Corient Private Wealth LLC846,902$46.06M0.1%+117.8%0.345%
8/15/2025 Equitable Holdings Inc.515,423$28.03M0.2%+7.1%0.210%
8/15/2025 Captrust Financial Advisors32,896$1.79M0.0%-21.8%0.013%
8/15/2025 Truefg LLC75,165$4.09M1.2%+4.1%0.031%
8/15/2025 Manhattan West Asset Management LLC65,341$3.55M0.8%+8.9%0.027%
8/15/2025 WFA of San Diego LLC4,176$227K0.2%N/A0.002%
8/15/2025 Orion Porfolio Solutions LLC112,315$6.11M0.0%-39.2%0.046%
8/15/2025 MML Investors Services LLC460,627$25.05M0.1%+11.2%0.188%
8/15/2025 Modern Wealth Management LLC25,976$1.41M0.0%N/A0.011%
8/15/2025 IHT Wealth Management LLC124,052$6.75M0.2%-3.0%0.051%
8/15/2025 Great Valley Advisor Group Inc.638,392$34.72M0.8%-0.1%0.260%
8/15/2025 EP Wealth Advisors LLC11,153$606K0.0%+152.6%0.005%
8/15/2025 Curi Capital LLC7,368$401K0.0%N/A0.003%
8/15/2025 Bank of America Corp DE1,871,221$101.76M0.0%-0.5%0.763%
8/15/2025 Ameriprise Financial Inc.509,894$27.74M0.0%+4.8%0.208%
8/15/2025 AQR Capital Management LLC144,138$7.84M0.0%+185.7%0.059%
8/14/2025 MGB Wealth Management LLC13,339$725K0.2%-3.5%0.005%
8/14/2025 Jane Street Group LLC15,753$857K0.0%-47.6%0.006%
8/14/2025 Ausdal Financial Partners Inc.84,405$4.59M0.3%+15.0%0.034%
8/14/2025 Vista Investment Management76,085$4.14M1.5%+2.6%0.031%
8/14/2025 Raymond James Financial Inc.260,228$14.15M0.0%-15.2%0.106%
8/14/2025 Quantinno Capital Management LP52,134$2.84M0.0%-9.6%0.021%
8/14/2025 Tennessee Valley Asset Management Partners93,944$5.11M1.3%+5.6%0.038%
8/14/2025 Vivaldi Capital Management LP107,729$5.86M0.9%-2.2%0.044%
8/14/2025 NewEdge Advisors LLC178,537$9.71M0.0%-4.0%0.073%
8/14/2025 Qube Research & Technologies Ltd1,036$56K0.0%N/A0.000%
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8/14/2025 Pecaut & CO.152,256$8.28M2.7%-1.0%0.062%
8/14/2025 Financial Strategies Group Inc.384,152$21.36M4.5%+4.4%0.157%
8/14/2025 Acorn Wealth Advisors LLC5,277$287K0.1%N/A0.002%
8/14/2025 L2 Asset Management LLC5,954$324K0.1%N/A0.002%
8/14/2025 Vertex Planning Partners LLC5,926$322K0.1%+4.5%0.002%
8/14/2025 Balance Wealth LLC22,947$1.25M0.7%-4.2%0.009%
8/14/2025 Cary Street Partners Financial LLC40,046$2.18M0.1%-80.7%0.016%
8/14/2025 Cerity Partners LLC128,408$6.98M0.0%+54.1%0.052%
8/13/2025 Jump Financial LLC53,598$2.92M0.0%N/A0.022%
8/13/2025 Shepherd Financial Partners LLC281,857$15.33M1.6%+2.4%0.115%
8/13/2025 SageView Advisory Group LLC5,035$283K0.0%-24.5%0.002%
8/13/2025 Flow Traders U.S. LLC93,047$5.06M0.2%N/A0.038%
8/13/2025 Gateway Wealth Partners LLC29,781$1.62M0.3%+19.2%0.012%
8/13/2025 Brown Advisory Inc.4,192$228K0.0%N/A0.002%
8/13/2025 M Holdings Securities Inc.148,142$8.06M1.4%+3.0%0.060%
8/13/2025 GeoWealth Management LLC75,179$4.09M0.2%+418.2%0.031%
8/13/2025 Crescent Grove Advisors LLC37,099$2.02M0.2%+1.3%0.015%
8/13/2025 Luminist Capital LLC58,553$3.22M3.2%N/A0.024%
8/13/2025 CW Advisors LLC10,259$558K0.0%-2.6%0.004%
8/13/2025 IAG Wealth Partners LLC205,089$11.15M1.5%+4.3%0.084%
8/13/2025 Twin Peaks Wealth Advisors LLC565$32K0.0%N/A0.000%
8/13/2025 WCG Wealth Advisors LLC21,836$1.19M0.1%N/A0.009%
8/13/2025 Beacon Pointe Advisors LLC181,130$9.85M0.1%+4.1%0.074%
8/13/2025 Smith Moore & CO.13,244$720K0.1%+2.1%0.005%
8/13/2025 Lumbard & Kellner LLC179,723$9.77M4.3%+1.3%0.073%
8/13/2025 VestGen Advisors LLC16,468$901K0.0%-5.0%0.007%
8/13/2025 Financial Freedom LLC5,199$283K0.2%-34.1%0.002%
8/13/2025 Millington Financial Advisors LLC137,303$7.75M3.9%+11.5%0.056%
8/13/2025 Leslie Global Wealth LLC13,229$719K0.4%-1.6%0.005%
8/13/2025 Lido Advisors LLC3,828$208K0.0%-9.8%0.002%
8/13/2025 Stablepoint Partners LLC6,837$372K0.1%-5.7%0.003%
8/13/2025 Wealthquest Corp52,507$2.86M0.2%-28.8%0.021%
8/13/2025 Measured Wealth Private Client Group LLC89,928$4.89M1.5%-13.8%0.037%
8/13/2025 Level Four Advisory Services LLC7,133$388K0.0%-3.6%0.003%
8/13/2025 Northwestern Mutual Wealth Management Co.1,549,804$84.28M0.1%+25.6%0.632%
8/13/2025 Stevens Capital Partners32,591$1.79M0.6%-1.4%0.013%
8/13/2025 Elevation Point Wealth Partners LLC9,535$519K0.0%+54.9%0.004%
8/13/2025 Russell Investments Group Ltd.2,617$142K0.0%+127.4%0.001%
8/12/2025 J.W. Cole Advisors Inc.20,287$1.10M0.0%N/A0.008%
8/12/2025 Blueprint Financial Advisors LLC16,255$884K0.3%N/A0.007%
8/12/2025 North Star Asset Management Inc.264,422$14.38M0.6%-16.5%0.108%
8/12/2025 Financial Advocates Investment Management26,841$1.46M0.1%+12.5%0.011%
8/12/2025 XTX Topco Ltd3,790$206K0.0%N/A0.002%
8/12/2025 Steward Partners Investment Advisory LLC7,695$418K0.0%+372.1%0.003%
8/12/2025 Quadcap Wealth Management LLC19,482$1.06M0.1%-6.4%0.008%
8/12/2025 CreativeOne Wealth LLC25,140$1.37M0.0%-28.4%0.010%
8/12/2025 Global Retirement Partners LLC474,386$25.80M0.6%N/A0.193%
8/12/2025 Coldstream Capital Management Inc.259,226$14.10M0.2%+2,118.3%0.106%
8/12/2025 AlphaCore Capital LLC23,414$1.27M0.0%+1,653.9%0.010%
8/12/2025 Kohmann Bosshard Financial Services LLC44,891$2.44M0.3%-1.8%0.018%
How “Trump’s New Dollar” Could Impact Your Wealth (Ad)

President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking and savings account… With this better, more technologically advanced dollar. President Trump himself called it a "big innovation"… And said that this new form of currency represents "American brilliance at its best."tc pixel

Click here now because Chase, Bank of America, Citigroup, Wells Fargo, and U.S. Bancorp…
8/12/2025 Franklin Resources Inc.17,021$926K0.0%+6.2%0.007%
8/12/2025 Seeds Investor LLC7,960$433K0.1%N/A0.003%
8/12/2025 JPMorgan Chase & Co.142,911$7.77M0.0%+16.7%0.058%
8/12/2025 Power Wealth Management LLC47,551$2.59M1.0%+4.6%0.019%
8/12/2025 Garrett Wealth Advisory Group LLC7,678$418K0.1%+7.8%0.003%
8/11/2025 Pineridge Advisors LLC681$37K0.0%N/A0.000%
8/11/2025 HHM Wealth Advisors LLC860,852$46.81M5.6%+6.0%0.352%
8/11/2025 Wealthspire Advisors LLC168,018$9.14M0.1%+2.6%0.069%
8/11/2025 Perennial Investment Advisors LLC94,616$5.15M0.5%-2.9%0.039%
8/11/2025 Dorsey & Whitney Trust CO LLC14,024$763K0.0%N/A0.006%
(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, 460 institutional investors and hedge funds held shares of SPDR Portfolio S&P 400 Mid Cap ETF. The most heavily invested institutionals were Creative Planning ($4.52B), Valmark Advisers Inc. ($361.30M), CWM LLC ($255.31M), AlTi Global Inc. ($201.32M), Facet Wealth Inc. ($150.62M), Envestnet Asset Management Inc. ($146.72M), and Bank of America Corp DE ($101.76M).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 345 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: Creative Planning ($2.92M), Exchange Traded Concepts LLC ($1.73M), Farther Finance Advisors LLC ($911.32K), Pinkerton Retirement Specialists LLC ($892.71K), Thrivent Financial for Lutherans ($610.88K), Hills Bank & Trust Co ($586.90K), and Envestnet Asset Management Inc. ($555.82K).

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

Institutional investors have bought a total of 16,680,364 shares in the last 24 months. This purchase volume represents approximately $902.50M in transactions.

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

Of the 157 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 ($1.89M), AlTi Global Inc. ($1.63M), RFG Advisory LLC ($1.32M), Wealthquest Corp ($206.66K), Cary Street Partners Financial LLC ($167.15K), Wealth Enhancement Advisory Services LLC ($165.46K), and Fifth Third Bancorp ($162.56K).

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

Institutional investors have sold a total of 7,485,282 shares in the last 24 months. This volume of shares sold represents approximately $406.53M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 9/3/2025 by MarketBeat.com Staff
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