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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$54.95 +0.39 (+0.71%)
(As of 12/20/2024 05:31 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$91.72M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$171.81M
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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
11/21/2024 Wealthquest Corp96,478$5.23M0.5%-62.8%0.049%
11/18/2024 JDM Financial Group LLC3,752$205K0.1%-23.5%0.002%
11/15/2024 IHT Wealth Management LLC119,459$6.53M0.2%-53.1%0.061%
11/15/2024 Integrated Wealth Concepts LLC110,996$6.07M0.1%-23.0%0.057%
11/14/2024 Flow Traders U.S. LLC5,342$292K0.0%N/A0.003%
11/14/2024 Captrust Financial Advisors43,481$2.38M0.0%-13.7%0.022%
11/13/2024 Goodman Financial Corp59,008$3.23M0.7%-1.7%0.030%
11/13/2024 Private Trust Co. NA21,850$1.20M0.1%+6.5%0.011%
11/13/2024 Alliance Wealth Management Group37,010$2.02M0.5%-4.7%0.019%
11/12/2024 Towercrest Capital Management45,114$2.47M0.4%-4.5%0.023%
11/8/2024 Avior Wealth Management LLC187,913$10.28M0.4%+7.2%0.096%
11/8/2024 BIP Wealth LLC23,832$1.30M0.1%+30.0%0.012%
11/7/2024 Tidemark LLC18,276$999K0.4%+8.2%0.009%
11/6/2024 OLD Second National Bank of Aurora8,377$458K0.1%-2.3%0.004%
11/5/2024 Prime Capital Investment Advisors LLC4,700$257K0.0%-17.3%0.002%
11/5/2024 Lynx Investment Advisory64,380$3.52M2.5%+7.4%0.033%
10/31/2024 Mainstream Capital Management LLC4,861$266K0.2%N/A0.002%
10/31/2024 Graypoint LLC13,147$719K0.0%-4.0%0.007%
10/30/2024 Crescent Grove Advisors LLC36,794$2.01M0.2%-1.5%0.019%
10/30/2024 Cary Street Partners Asset Management LLC138,437$7.57M1.0%+10.2%0.071%
10/30/2024 Moloney Securities Asset Management LLC3,931$215K0.0%-5.1%0.002%
10/29/2024 IAG Wealth Partners LLC178,746$9.77M1.8%+8.7%0.092%
10/29/2024 Arlington Trust Co LLC3,949$216K0.0%N/A0.002%
10/29/2024 Farther Finance Advisors LLC235,563$12.88M0.5%+44.9%0.121%
10/28/2024 Creative Financial Designs Inc. ADV6,326$346K0.0%+52.0%0.003%
10/25/2024 S.A. Mason LLC32,802$1.79M1.0%+14.5%0.017%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV11,845$648K0.1%+5.3%0.006%
10/24/2024 Richardson Financial Services Inc.19,674$1.01M0.6%+2.2%0.010%
10/24/2024 Sterling Investment Advisors Ltd.32,993$1.80M0.5%+7.5%0.017%
10/23/2024 PSI Advisors LLC181,247$9.91M2.9%+1.8%0.093%
10/23/2024 Grey Fox Wealth Advisors LLC4,133$226K0.1%-21.6%0.002%
10/21/2024 Whittier Trust Co. of Nevada Inc.1,540$84K0.0%-15.6%0.001%
10/21/2024 Whittier Trust Co.2,401$131K0.0%-11.1%0.001%
10/18/2024ST Germain D J Co. Inc.315,168$17.23M0.8%+5.3%0.162%
10/16/2024 Indiana Trust & Investment Management Co1,258$69K0.0%-35.9%0.001%
10/15/2024 Zhang Financial LLC93,267$5.10M0.3%+41.4%0.048%
10/15/2024 Prairie Sky Financial Group LLC38,584$2.11M1.2%-0.5%0.020%
10/8/2024 Tilia Fiduciary Partners Inc.19,976$1.09M0.8%-1.9%0.010%
10/7/2024 Marathon Strategic Advisors LLC142,685$7.80M8.2%+19.0%0.073%
10/5/2024 First International Bank & Trust193,017$10.55M3.4%-3.0%0.099%
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10/5/2024 Arkansas Financial Group Inc.16,293$891K0.1%+2.5%0.008%
10/5/2024 Harbor Investment Advisory LLC6,020$329K0.0%+4.7%0.003%
10/3/2024 Curbstone Financial Management Corp19,650$1.07M0.2%+15.9%0.010%
10/2/2024 M&R Capital Management Inc.2,096$115K0.0%+70.4%0.001%
8/14/2024 Marshall Wace LLP4,107$211K0.0%N/A0.002%
8/13/2024 Summit Trail Advisors LLC12,618$647K0.0%+18.6%0.006%
8/8/2024 Pinkerton Retirement Specialists LLC239,945$12.31M1.9%-31.1%0.123%
8/8/2024 Johnson Investment Counsel Inc.7,354$377K0.0%+4.3%0.004%
8/7/2024 Ashton Thomas Private Wealth LLC1,165$60K0.0%N/A0.001%
8/6/2024 Towercrest Capital Management47,225$2.42M0.4%-1.7%0.024%
8/6/2024 North Star Asset Management Inc.344,009$17.65M0.8%+16.2%0.176%
8/5/2024 Sterling Investment Advisors Ltd.30,699$1.58M0.4%+1.1%0.016%
8/3/2024 SouthState Corp5,160$265K0.0%N/A0.003%
8/2/2024 Jackson Creek Investment Advisors LLC5,243$269K0.1%N/A0.003%
7/31/2024WR Wealth Planners LLC607$31K0.0%+75.4%0.000%
7/31/2024 Farther Finance Advisors LLC162,575$8.27M0.4%+110.7%0.083%
7/31/2024 Graypoint LLC13,694$703K0.0%-2.5%0.007%
7/31/2024 Anfield Capital Management LLC84,484$4.33M2.1%-0.7%0.043%
7/31/2024 IFG Advisory LLC83,164$4.27M0.3%-4.8%0.043%
7/31/2024 Citizens & Northern Corp277,696$14.25M4.5%+8.7%0.142%
7/31/2024Rothschild Investment LLC576$30K0.0%N/A0.000%
7/30/2024 Moloney Securities Asset Management LLC4,144$213K0.0%-13.6%0.002%
7/30/2024 Global Financial Private Client LLC10,145$520K0.2%+2.5%0.005%
7/29/2024Emprise Bank4,384$225K0.1%N/A0.002%
7/29/2024 F M Investments LLC12,292$631K0.0%N/A0.006%
7/26/2024 Cambridge Investment Research Advisors Inc.164,816$8.46M0.0%-3.2%0.085%
7/23/2024 PSI Advisors LLC178,032$9.13M2.9%+9.5%0.091%
7/23/2024 Exchange Capital Management Inc.121,457$6.23M1.0%+43.0%0.062%
7/23/2024 Vicus Capital13,366$686K0.1%+2.4%0.007%
7/23/2024 Crescent Grove Advisors LLC37,366$1.92M0.2%-2.2%0.019%
7/22/2024 Summit Global Investments6,194$318K0.0%-12.4%0.003%
7/20/2024 Zhang Financial LLC65,946$3.38M0.2%+31.4%0.034%
7/19/2024 Oakworth Capital Inc.4,373$224K0.0%+6,330.9%0.002%
7/17/2024 AdvisorNet Financial Inc36,499$1.87M0.2%+9.7%0.019%
7/17/2024 IAG Wealth Partners LLC164,424$8.44M1.7%+6.0%0.084%
7/16/2024 GPS Wealth Strategies Group LLC42,275$2.17M0.3%-2.0%0.022%
7/16/2024 Edmonds Duncan Registered Investment Advisors LLC62,018$3.18M0.8%+0.4%0.032%
7/11/2024 Tilia Fiduciary Partners Inc.20,359$1.04M0.8%+19.8%0.010%
7/11/2024 Butensky & Cohen Financial Security Inc.18,252$936K0.3%-1.3%0.009%
7/10/2024 S.A. Mason LLC28,643$1.47M0.8%+8.3%0.015%
7/9/2024 Kingswood Wealth Advisors LLC12,707$652K0.1%-2.8%0.007%
7/9/2024 Lynx Investment Advisory59,934$3.08M2.3%N/A0.031%
7/8/2024 Marathon Strategic Advisors LLC119,870$6.15M7.2%+3.8%0.061%
7/8/2024ST Germain D J Co. Inc.299,337$15.36M0.7%+9.7%0.154%
7/3/2024 First International Bank & Trust199,057$10.21M3.5%-0.2%0.102%
7/3/2024 Curbstone Financial Management Corp16,950$870K0.2%+4.3%0.009%
7/2/2024 Hudson Valley Investment Advisors Inc. ADV11,248$541K0.1%+11.5%0.006%
6/11/2024 EverSource Wealth Advisors LLC5,923$297K0.0%N/A0.003%
5/17/2024 Comerica Bank6,636$354K0.0%-22.7%0.003%
5/14/2024InterOcean Capital Group LLC5,387$287K0.0%-30.0%0.003%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
5/13/2024Financial Gravity Asset Management Inc.247,014$13.18M3.4%-91.5%0.128%
5/10/2024 Towercrest Capital Management48,066$2.56M0.4%-3.8%0.025%
5/10/2024 Pinkerton Retirement Specialists LLC348,193$18.57M3.0%N/A0.181%
5/4/2024 Richardson Financial Services Inc.19,138$1.02M0.7%-8.9%0.010%
5/3/2024 Whittier Trust Co.2,751$147K0.0%+185.1%0.001%
5/1/2024 Janney Montgomery Scott LLC20,474$1.09M0.0%+36.8%0.011%
5/1/2024 Avior Wealth Management LLC161,596$8.62M0.4%+26.4%0.084%
4/30/2024 Marathon Strategic Advisors LLC115,435$6.16M7.5%+3.0%0.060%
4/30/2024 Arkadios Wealth Advisors10,846$579K0.0%+5.9%0.006%
4/29/2024 Crescent Grove Advisors LLC38,218$2.04M0.2%-1.0%0.020%
(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, 122 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), North Star Asset Management Inc. ($17.65M), ST Germain D J Co. Inc. ($17.23M), Citizens & Northern Corp ($14.25M), and Financial Gravity Asset Management Inc. ($13.18M).Learn more on SPMD's institutional investors.

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

Of the 104 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. ($285.53K), North Star Asset Management Inc. ($206.96K), Farther Finance Advisors LLC ($175.76K), and Avior Wealth Management LLC ($165.45K).

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

Institutional investors have bought a total of 4,996,209 shares in the last 24 months. This purchase volume represents approximately $232.15M 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), Wealthquest Corp ($162.69K), M Holdings Securities Inc. ($154.38K), IHT Wealth Management LLC ($135.51K), Pinkerton Retirement Specialists LLC ($108.25K), 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 3,614,871 shares in the last 24 months. This volume of shares sold represents approximately $189.57M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 12/22/2024 by MarketBeat.com Staff
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