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

SPDR Portfolio S&P 400 Mid Cap ETF logo
$54.42 -1.32 (-2.37%)
Closing price 02/21/2025 04:10 PM Eastern
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$54.20 -0.22 (-0.40%)
As of 02/21/2025 07:49 PM Eastern
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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)
91
Total
Institutional Inflows
(last 12 months)
$164.25M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$182.68M
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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
2/19/2025 North Star Asset Management Inc.355,123$19.42M0.9%-2.8%0.182%
2/18/2025 Fourth Dimension Wealth LLC8,687$525K0.3%N/A0.004%
2/18/2025 Pinkerton Retirement Specialists LLC186,897$10.22M1.5%-11.9%0.096%
2/17/2025 BOKF NA118,388$6.43M0.1%N/A0.061%
2/17/2025 Captrust Financial Advisors58,263$3.19M0.0%+34.0%0.030%
2/17/2025 Cary Street Partners Financial LLC197,583$10.81M0.3%N/A0.101%
2/17/2025 Baird Financial Group Inc.7,355$402K0.0%+55.5%0.004%
2/17/2025 BIP Wealth LLC23,131$1.27M0.1%-2.9%0.012%
2/17/2025 Ameriprise Financial Inc.440,672$24.10M0.0%+6.9%0.226%
2/14/2025 Headland Capital LLC98,992$5.41M1.9%N/A0.051%
2/14/2025 Integrated Wealth Concepts LLC122,432$6.70M0.1%+10.3%0.063%
2/14/2025 Coppell Advisory Solutions LLC932$51K0.0%+1,231.4%0.000%
2/14/2025 IHT Wealth Management LLC124,439$6.81M0.2%+4.2%0.064%
2/13/2025 United Capital Financial Advisors LLC61,209$3.35M0.0%+80.3%0.031%
2/13/2025 M Holdings Securities Inc.145,249$7.94M1.2%-4.9%0.075%
2/13/2025 Bessemer Group Inc.11,614$635K0.0%-30.3%0.006%
2/13/2025 Oarsman Capital Inc.120,032$6.57M1.1%+10.0%0.062%
2/12/2025 Alliance Wealth Management Group35,614$1.95M0.5%-3.8%0.018%
2/12/2025 JPMorgan Chase & Co.140,551$7.69M0.0%+6.3%0.072%
2/12/2025 Graney & King LLC2,480$136K0.1%N/A0.001%
2/11/2025 Lynx Investment Advisory65,785$3.60M2.5%+2.2%0.034%
2/11/2025 Towercrest Capital Management43,673$2.39M0.4%-3.2%0.022%
2/11/2025 M Holdings Securities Inc.7,944$434K0.3%-94.8%0.004%
2/11/2025 Millstone Evans Group LLC900$49K0.0%N/A0.000%
2/11/2025 Goodman Financial Corp56,653$3.10M0.7%-4.0%0.029%
2/11/2025 Whittier Trust Co.1,851$101K0.0%-22.9%0.001%
2/10/2025 Creative Financial Designs Inc. ADV10,042$549K0.0%+58.7%0.005%
2/10/2025 Eldridge Investment Advisors Inc.15,389$842K0.2%+24.5%0.008%
2/10/2025 Tidemark LLC17,871$977K0.4%-2.2%0.009%
2/10/2025 Madison Investment Advisors LLC48,222$2.64M0.0%N/A0.025%
2/10/2025 IAG Wealth Partners LLC182,901$10.00M1.8%+2.3%0.094%
2/10/2025 Great Lakes Advisors LLC3,662$200K0.0%N/A0.002%
2/10/2025 Farther Finance Advisors LLC312,663$17.10M0.6%+32.7%0.160%
2/10/2025 EverSource Wealth Advisors LLC4,790$262K0.0%+2,621.6%0.002%
2/7/2025 Citizens Financial Group Inc. RI17,660$966K0.0%N/A0.009%
2/7/2025 Jackson Creek Investment Advisors LLC15,259$835K0.3%+24.7%0.008%
2/6/2025 Ethos Financial Group LLC14,361$785K0.1%-28.7%0.007%
2/6/2025 Synergy Investment Management LLC1,441$79K0.0%N/A0.001%
2/6/2025 SBI Securities Co. Ltd.1,168$64K0.0%N/A0.001%
2/6/2025 Jones Financial Companies Lllp5,657$309K0.0%+204.8%0.003%
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2/5/2025 MMA Asset Management LLC36,157$1.98M0.9%N/A0.019%
2/5/2025 Kohmann Bosshard Financial Services LLC48,059$2.63M0.3%-2.7%0.025%
2/5/2025 Anfield Capital Management LLC88,201$4.82M1.8%+1.5%0.045%
2/5/2025 Fisher Asset Management LLC5,849$320K0.0%N/A0.003%
2/5/2025 Private Trust Co. NA22,935$1.25M0.1%+5.0%0.012%
2/5/2025 Altrius Capital Management Inc4,655$255K0.1%-5.3%0.002%
2/5/2025 First Command Advisory Services Inc.811,462$44.38M0.4%+12.8%0.416%
2/5/2025 Magnolia Private Wealth LLC8,196$448K0.3%N/A0.004%
2/4/2025 Sterling Investment Advisors Ltd.32,510$1.78M0.4%-1.5%0.017%
2/4/2025 Exchange Capital Management Inc.188,370$10.30M1.6%+18.6%0.097%
2/4/2025 Bank of New York Mellon Corp7,951$435K0.0%N/A0.004%
2/4/2025 Abound Financial LLC162,675$8.90M4.5%N/A0.083%
1/31/2025 Citizens & Northern Corp280,513$15.34M4.2%+0.9%0.144%
1/30/2025 Vicus Capital14,270$780K0.1%+6.0%0.007%
1/29/2025 Arlington Trust Co LLC3,436$188K0.0%-13.0%0.002%
1/28/2025 Golden State Wealth Management LLC52,014$2.85M0.4%N/A0.027%
1/28/2025 Sumitomo Mitsui Trust Group Inc.56,900$3.11M0.0%N/A0.029%
1/24/2025 S.A. Mason LLC33,434$1.83M1.0%+1.9%0.017%
1/24/2025 GPS Wealth Strategies Group LLC14,496$793K0.1%-6.4%0.007%
1/24/2025 Richardson Financial Services Inc.18,099$988K0.7%-8.0%0.009%
1/23/2025 SOL Capital Management CO57,580$3.15M0.4%+13.9%0.030%
1/23/2025 Crews Bank & Trust377,412$20.64M3.5%N/A0.194%
1/23/2025 OLD Second National Bank of Aurora9,189$503K0.1%+9.7%0.005%
1/23/2025 USAdvisors Wealth Management LLC7,910$432K0.1%-4.6%0.004%
1/17/2025 Arkansas Financial Group Inc.15,142$828K0.1%-7.1%0.008%
1/17/2025 Avior Wealth Management LLC200,697$10.98M0.4%+6.8%0.103%
1/17/2025 Marathon Strategic Advisors LLC146,193$8.00M8.6%+2.5%0.075%
1/17/2025 Janney Montgomery Scott LLC18,479$1.01M0.0%-8.0%0.009%
1/17/2025 Prairie Sky Financial Group LLC26,262$1.44M0.9%-31.9%0.013%
1/16/2025 Wealthquest Corp93,056$5.09M0.4%-3.5%0.048%
1/16/2025 Harbor Investment Advisory LLC7,539$412K0.0%+25.2%0.004%
1/16/2025 Zhang 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%
1/15/2025 Householder 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%
1/13/2025 PSI Advisors LLC185,071$10.12M3.0%+2.1%0.095%
1/13/2025 Ellenbecker 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%
1/10/2025 ST Germain D J Co. Inc.327,780$17.93M0.8%+4.0%0.168%
1/10/2025 First International Bank & Trust197,005$10.77M3.5%+2.1%0.101%
1/10/2025 Hudson Valley Investment Advisors Inc. ADV14,194$776K0.1%+19.8%0.007%
12/26/2024 JPMorgan Chase & Co.132,207$7.23M0.0%+50.1%0.068%
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%
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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%
(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, 143 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), Crews Bank & Trust ($20.64M), North Star Asset Management Inc. ($19.42M), ST Germain D J Co. Inc. ($17.93M), and Farther Finance Advisors LLC ($17.10M).Learn more on SPMD's institutional investors.

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

Of the 126 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), First International Bank & Trust ($501.61K), Crews Bank & Trust ($377.41K), ST Germain D J Co. Inc. ($298.14K), Farther Finance Advisors LLC ($252.86K), 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 5,578,890 shares in the last 24 months. This purchase volume represents approximately $278.91M 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 3,836,406 shares in the last 24 months. This volume of shares sold represents approximately $201.93M in transactions.


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This page (NYSEARCA:SPMD) was last updated on 2/22/2025 by MarketBeat.com Staff
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