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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$48.20 -0.09 (-0.19%)
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$174.67M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$182.78M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/14/2025 Farther Finance Advisors LLC420,487$21.64M0.6%+34.5%0.178%
4/14/2025 Tilia Fiduciary Partners Inc.24,889$1.27M0.8%+8.7%0.011%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV16,297$834K0.1%+14.8%0.007%
4/11/2025 Butensky & Cohen Financial Security Inc.18,186$931K0.3%+1.6%0.008%
4/9/2025 ST Germain D J Co. Inc.353,678$18.10M0.8%+7.9%0.150%
4/9/2025 Harbor Investment Advisory LLC7,920$405K0.0%+5.1%0.003%
4/9/2025 NBC Securities Inc.3,278$167K0.0%+109,166.7%0.001%
4/8/2025 Allied Investment Advisors LLC5,714$292K0.1%N/A0.002%
4/8/2025 Fifth Third Wealth Advisors LLC12,480$639K0.0%+68.1%0.005%
4/8/2025 Global Financial Private Client LLC10,765$551K0.2%+2.3%0.005%
4/8/2025 Parallel Advisors LLC4,159$213K0.0%N/A0.002%
4/7/2025 AdvisorNet Financial Inc43,350$2.22M0.2%+1.7%0.018%
3/24/2025Mascagni Wealth Management Inc.998$55K0.0%N/A0.000%
2/24/2025Ameriflex Group Inc.601$34K0.0%N/A0.000%
2/19/2025North Star Asset Management Inc.355,123$19.42M0.9%-2.8%0.182%
2/18/2025Fourth Dimension Wealth LLC8,687$525K0.3%N/A0.004%
2/18/2025Pinkerton Retirement Specialists LLC186,897$10.22M1.5%-11.9%0.096%
2/17/2025BOKF NA118,388$6.43M0.1%N/A0.061%
2/17/2025Captrust Financial Advisors58,263$3.19M0.0%+34.0%0.030%
2/17/2025Cary Street Partners Financial LLC197,583$10.81M0.3%N/A0.101%
2/17/2025Baird Financial Group Inc.7,355$402K0.0%+55.5%0.004%
2/17/2025BIP Wealth LLC23,131$1.27M0.1%-2.9%0.012%
2/17/2025Ameriprise Financial Inc.440,672$24.10M0.0%+6.9%0.226%
2/14/2025Headland Capital LLC98,992$5.41M1.9%N/A0.051%
2/14/2025Integrated Wealth Concepts LLC122,432$6.70M0.1%+10.3%0.063%
2/14/2025Coppell Advisory Solutions LLC932$51K0.0%+1,231.4%0.000%
2/14/2025IHT Wealth Management LLC124,439$6.81M0.2%+4.2%0.064%
2/13/2025United Capital Financial Advisors LLC61,209$3.35M0.0%+80.3%0.031%
2/13/2025M Holdings Securities Inc.145,249$7.94M1.2%-4.9%0.075%
2/13/2025Bessemer Group Inc.11,614$635K0.0%-30.3%0.006%
2/13/2025Oarsman Capital Inc.120,032$6.57M1.1%+10.0%0.062%
2/12/2025Alliance Wealth Management Group35,614$1.95M0.5%-3.8%0.018%
2/12/2025JPMorgan Chase & Co.140,551$7.69M0.0%+6.3%0.072%
2/12/2025Graney & King LLC2,480$136K0.1%N/A0.001%
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2/11/2025Lynx Investment Advisory65,785$3.60M2.5%+2.2%0.034%
2/11/2025Towercrest Capital Management43,673$2.39M0.4%-3.2%0.022%
2/11/2025M Holdings Securities Inc.7,944$434K0.3%-94.8%0.004%
2/11/2025Millstone Evans Group LLC900$49K0.0%N/A0.000%
2/11/2025Goodman Financial Corp56,653$3.10M0.7%-4.0%0.029%
2/11/2025Whittier Trust Co.1,851$101K0.0%-22.9%0.001%
2/10/2025Creative Financial Designs Inc. ADV10,042$549K0.0%+58.7%0.005%
2/10/2025Eldridge Investment Advisors Inc.15,389$842K0.2%+24.5%0.008%
2/10/2025Tidemark LLC17,871$977K0.4%-2.2%0.009%
2/10/2025Madison Investment Advisors LLC48,222$2.64M0.0%N/A0.025%
2/10/2025IAG Wealth Partners LLC182,901$10.00M1.8%+2.3%0.094%
2/10/2025Great Lakes Advisors LLC3,662$200K0.0%N/A0.002%
2/10/2025 Farther Finance Advisors LLC312,663$17.10M0.6%+32.7%0.160%
2/10/2025EverSource Wealth Advisors LLC4,790$262K0.0%+2,621.6%0.002%
2/7/2025Citizens Financial Group Inc. RI17,660$966K0.0%N/A0.009%
2/7/2025Jackson Creek Investment Advisors LLC15,259$835K0.3%+24.7%0.008%
2/6/2025Ethos Financial Group LLC14,361$785K0.1%-28.7%0.007%
2/6/2025Synergy Investment Management LLC1,441$79K0.0%N/A0.001%
2/6/2025SBI Securities Co. Ltd.1,168$64K0.0%N/A0.001%
2/6/2025Jones Financial Companies Lllp5,657$309K0.0%+204.8%0.003%
2/5/2025MMA Asset Management LLC36,157$1.98M0.9%N/A0.019%
2/5/2025Kohmann Bosshard Financial Services LLC48,059$2.63M0.3%-2.7%0.025%
2/5/2025Anfield Capital Management LLC88,201$4.82M1.8%+1.5%0.045%
2/5/2025Fisher Asset Management LLC5,849$320K0.0%N/A0.003%
2/5/2025Private Trust Co. NA22,935$1.25M0.1%+5.0%0.012%
2/5/2025Altrius Capital Management Inc4,655$255K0.1%-5.3%0.002%
2/5/2025First Command Advisory Services Inc.811,462$44.38M0.4%+12.8%0.416%
2/5/2025Magnolia Private Wealth LLC8,196$448K0.3%N/A0.004%
2/4/2025Sterling Investment Advisors Ltd.32,510$1.78M0.4%-1.5%0.017%
2/4/2025Exchange Capital Management Inc.188,370$10.30M1.6%+18.6%0.097%
2/4/2025Bank of New York Mellon Corp7,951$435K0.0%N/A0.004%
2/4/2025Abound Financial LLC162,675$8.90M4.5%N/A0.083%
1/31/2025Citizens & Northern Corp280,513$15.34M4.2%+0.9%0.144%
1/30/2025Vicus Capital14,270$780K0.1%+6.0%0.007%
1/29/2025Arlington Trust Co LLC3,436$188K0.0%-13.0%0.002%
1/28/2025Golden State Wealth Management LLC52,014$2.85M0.4%N/A0.027%
1/28/2025Sumitomo Mitsui Trust Group Inc.56,900$3.11M0.0%N/A0.029%
1/24/2025S.A. Mason LLC33,434$1.83M1.0%+1.9%0.017%
1/24/2025GPS Wealth Strategies Group LLC14,496$793K0.1%-6.4%0.007%
1/24/2025Richardson Financial Services Inc.18,099$988K0.7%-8.0%0.009%
1/23/2025SOL Capital Management CO57,580$3.15M0.4%+13.9%0.030%
1/23/2025Crews Bank & Trust377,412$20.64M3.5%N/A0.194%
1/23/2025OLD Second National Bank of Aurora9,189$503K0.1%+9.7%0.005%
1/23/2025USAdvisors Wealth Management LLC7,910$432K0.1%-4.6%0.004%
1/17/2025Arkansas Financial Group Inc.15,142$828K0.1%-7.1%0.008%
1/17/2025Avior Wealth Management LLC200,697$10.98M0.4%+6.8%0.103%
1/17/2025Marathon Strategic Advisors LLC146,193$8.00M8.6%+2.5%0.075%
1/17/2025Janney Montgomery Scott LLC18,479$1.01M0.0%-8.0%0.009%
1/17/2025Prairie Sky Financial Group LLC26,262$1.44M0.9%-31.9%0.013%
1/16/2025Wealthquest Corp93,056$5.09M0.4%-3.5%0.048%
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1/16/2025 Harbor Investment Advisory LLC7,539$412K0.0%+25.2%0.004%
1/16/2025Zhang Financial LLC115,495$6.32M0.4%+23.8%0.059%
1/15/2025 Butensky & Cohen Financial Security Inc.17,893$979K0.3%-1.1%0.009%
1/15/2025Householder Group Estate & Retirement Specialist LLC2,095$114K0.1%-85.6%0.001%
1/14/2025 Fifth Third Wealth Advisors LLC7,425$406K0.0%N/A0.004%
1/14/2025 Global Financial Private Client LLC10,522$575K0.2%+1.8%0.005%
1/13/2025PSI Advisors LLC185,071$10.12M3.0%+2.1%0.095%
1/13/2025Ellenbecker Investment Group130,380$7.13M1.3%N/A0.067%
1/13/2025 AdvisorNet Financial Inc42,624$2.33M0.2%+11.1%0.022%
1/10/2025 Tilia Fiduciary Partners Inc.22,893$1.25M0.9%+14.6%0.012%
(Data available from 1/1/2016 forward)

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SPMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMD shares?

During the previous two years, 147 institutional investors and hedge funds held shares of SPDR Portfolio S&P 400 Mid Cap ETF. The most heavily invested institutionals were First Command Advisory Services Inc. ($44.38M), Assetmark Inc. ($26.09M), Ameriprise Financial Inc. ($24.10M), Farther Finance Advisors LLC ($21.64M), Crews Bank & Trust ($20.64M), North Star Asset Management Inc. ($19.42M), and ST Germain D J Co. Inc. ($18.10M).Learn more on SPMD's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 400 Mid Cap ETF stock?

Of the 130 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: Pinkerton Retirement Specialists LLC ($892.71K), Crews Bank & Trust ($377.41K), Farther Finance Advisors LLC ($360.68K), ST Germain D J Co. Inc. ($324.04K), Ellenbecker Investment Group ($238.40K), North Star Asset Management Inc. ($206.96K), and Cary Street Partners Financial LLC ($197.58K).

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

Institutional investors have bought a total of 5,412,436 shares in the last 24 months. This purchase volume represents approximately $273.77M in transactions.

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

Of the 65 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), M Holdings Securities Inc. ($306.74K), Wealthquest Corp ($166.11K), IHT Wealth Management LLC ($135.51K), Pinkerton Retirement Specialists LLC ($133.44K), Integrated Wealth Concepts LLC ($72.92K), and PSI Advisors LLC ($62.54K).

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

Institutional investors have sold a total of 3,836,154 shares in the last 24 months. This volume of shares sold represents approximately $201.95M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 4/15/2025 by MarketBeat.com Staff
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