Who Owns State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)?Hedge Fund & Institutional Holders

$58.57-0.20 (-0.34%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.310000122486475e+254T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$44.89$49.49$54.09$58.69$63.29Sep 24Jun 25Mar 26

SPMD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Valmark Advisers, Inc.New Position+7.0M+$407.8M
CWM, LLCNew Position+3.6M+$207.9M
AlTi Global, Inc.New Position+3.0M+$172.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+2.9M+$165.0M
Facet Wealth, Inc.New Position+2.5M+$153.3M
First Command Advisory Services, Inc.New Position+1.6M+$92.1M
MASON STREET ADVISORS, LLCNew Position+1.6M+$91.9M
Betterment LLCIncreased+1.0M+$73.8M
Cornerstone Wealth Management, LLCNew Position+1.1M+$64.6M
JNBA Financial AdvisorsNew Position+885K+$51.3M
Koss-Olinger Consulting, LLCNew Position+884K+$51.2M
VICUS CAPITALNew Position+881K+$51.0M
GREENLEAF TRUSTNew Position+801K+$46.4M
HHM Wealth Advisors, LLCNew Position+781K+$45.2M
1900 WEALTH MANAGEMENT LLCNew Position+744K+$43.1M

SPMD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-1.3M-$190.4B
BANK OF AMERICA CORP /DE/Decreased-271K-$127.2B
EXCHANGE TRADED CONCEPTS, LLCClosed Position-1.9M-$107.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.6M-$92.2B
OSAIC HOLDINGS, INC.Decreased-9K-$87.9B
GOLDMAN SACHS GROUP INCDecreased-2K-$51.9B
Private Advisor Group, LLCDecreased-30K-$51.5B
WALLER FINANCIAL PLANNING GROUP, INCDecreased-481K-$38.9B
BOKF, NADecreased-5K-$31.9B
Dakota Wealth ManagementDecreased-74K-$24.6B
ASSETMARK, INCDecreased-4K-$24.6B
RFG Advisory, LLCDecreased-27K-$23.3B
Mach-1 Financial Group, LLCClosed Position-406K-$23.2B
Integrity Advisory Solutions, LLCDecreased-10K-$23.2B
BNP PARIBAS FINANCIAL MARKETSDecreased-63K-$20.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Creative Planning91,707,202$5.3B3.80%Share
2Betterment LLC21,151,161$1.2B2.33%Share
3LPL Financial LLC12,844,472$743.0M0.20%Share
4Valmark Advisers, Inc.7,041,736$407.8M5.03%Share
5MORGAN STANLEY6,707,531$388.0M0.02%Share
6CWM, LLC3,590,731$207.9M0.56%Share
7TEXAS PERMANENT SCHOOL FUND CORP2,994,283$173.4M7.93%Share
8AlTi Global, Inc.2,985,544$172.0M3.69%Share
9ENVESTNET ASSET MANAGEMENT INC2,864,656$165.0M0.05%Share
10MORGAN STANLEY2,822,625$163.0M0.01%Share
11Facet Wealth, Inc.2,515,602$153.3M2.71%Share
12HighTower Advisors, LLC2,015,678$116.0M0.13%Share
13First Command Advisory Services, Inc.1,589,203$92.0M0.64%Share
14MASON STREET ADVISORS, LLC1,587,390$91.9M9.04%Share
15UBS Group AG1,456,173$84.3M0.01%Share
16Hancock Prospecting Pty Ltd1,410,470$81.7M2.51%Share
17OSAIC HOLDINGS, INC.1,349,297$78.0M0.11%Share
18Hills Bank & Trust Co1,277,589$74.0M4.30%Share
19UNITED CAPITAL FINANCIAL ADVISORS, LLC1,276,484$73.0M0.44%Share
20NATIONAL BANK OF CANADA /FI/1,170,500$67.0M0.06%Share
21Cornerstone Wealth Management, LLC1,115,038$64.6M3.36%Share
22Wealthcare Advisory Partners LLC1,114,253$64.5M1.27%Share
23Auto-Owners Insurance Co60,236,800$60.2M1.26%Share
24BANK OF AMERICA CORP /DE/1,045,522$60.0M0.00%Share
25Creative Planning961,407$55.0M0.04%Share
26AlphaStar Capital Management, LLC945,434$54.8M4.02%Share
27JNBA Financial Advisors885,173$51.3M4.48%Share
28Koss-Olinger Consulting, LLC884,396$51.2M3.97%Share
29VICUS CAPITAL880,602$51.0M3.83%Share
30GOLDMAN SACHS GROUP INC866,927$50.0M0.01%Share
31Private Advisor Group, LLC872,484$50.0M0.24%Share
32GREENLEAF TRUST801,325$46.4M0.43%Share
33HHM Wealth Advisors, LLC779,976$45.2M5.32%Share
34ROYAL BANK OF CANADA786,814$45.0M0.01%Share
35WELLS FARGO & COMPANY/MN765,911$44.0M0.01%Share
361900 WEALTH MANAGEMENT LLC743,705$43.1M2.76%Share
37Peterson Wealth Advisors, LLC735,546$42.6M5.68%Share
38RKL Wealth Management LLC712,175$41.2M3.39%Share
39RETIREMENT INCOME SOLUTIONS, INC702,621$40.7M6.90%Share
40BLAIR WILLIAM & CO/IL691,040$40.0M0.11%Share
41GREAT VALLEY ADVISOR GROUP, INC.682,016$39.0M0.75%Share
42Farther Finance Advisors, LLC669,570$38.8M0.42%Share
43Impact Partnership Wealth, LLC641,279$37.1M4.76%Share
44THRIVENT FINANCIAL FOR LUTHERANS648,409$37.0M0.07%Share
45Composition Wealth, LLC631,056$36.5M0.52%Share
46BOKF, NA553,900$32.1M0.49%Share
47Atlas Private Wealth Advisors550,454$31.9M7.45%Share
48Equitable Holdings, Inc.525,998$30.0M0.21%Share
49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC463,832$28.0M0.04%Share
50MML INVESTORS SERVICES, LLC495,167$28.0M0.07%Share

SPMD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025770$13.4B+396
Q3 2025374$8.9T-269
Q2 2025643$9.7T-21
Q1 2025664$9.1T+132
Q4 2024532$852.7T+153
Q3 2024379$2482.8T+17
Q2 2024362$2248.6T+20
Q1 2024342$2317.4T—

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As of Q4 2025, 50 institutional investors hold SPMD (State Street SPDR Portfolio S&P 400 Mid Cap ETF). The largest holder is Creative Planning with $5.3B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SPMD?

As of Q4 2025, 50 institutional investors report holding SPMD (State Street SPDR Portfolio S&P 400 Mid Cap ETF) in their 13F filings.

Who is the largest institutional holder of SPMD?

The largest institutional holder of SPMD is Creative Planning with $5.3B in shares.

Is institutional ownership of SPMD increasing or decreasing?

This quarter, 14 institutions opened new positions in SPMD and 2 closed their positions.