SS SPDR P S&P 400 MIDCAP ETF SPMD
$66.65
-0.5% 52w: $54.02 – $67.56
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data54.0260.7967.56
Oct 17, 2025 Jul 2, 2026
Institutional holders
819
+18 QoQ
13F value
$14.06B
+2.9% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$609K calls / — puts
Institutional value by quarter
Number of holders
Who owns SPMD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 96.6M | $5.72B | 3.9% | +4.3% |
| Betterment LLC | Wealth advisor | 20.2M | $1.20B | 2.3% | -4.5% |
| LPL Financial LLC | Bank broker | 12.9M | $761.1M | 0.2% | +0.1% |
| Valmark Advisers, Inc. | Wealth advisor | 7.2M | $427.3M | 5.1% | +2.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.1M | $245.6M | 0.1% | +44.8% |
| UBS Group AG | Bank broker | 3.8M | $227.3M | 0.0% | +163.0% |
| MORGAN STANLEY | Bank broker | 3.8M | $224.9M | 0.0% | -61.3% |
| AlTi Global, Inc. | Wealth advisor | 2.8M | $167.2M | 3.6% | -5.4% |
| Facet Wealth, Inc. | Wealth advisor | 2.6M | $153.0M | 2.7% | +2.7% |
| CWM, LLC | Wealth advisor | 2.3M | $134.0M | 0.4% | -37.0% |
| HighTower Advisors, LLC | Diversified mechanical | 2.0M | $118.3M | 0.1% | -0.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.9M | $115.4M | 0.1% | -0.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.9M | $114.4M | 0.0% | -1.2% |
| First Command Advisory Services, Inc. | Wealth advisor | 1.8M | $108.2M | 0.7% | +14.9% |
| MASON STREET ADVISORS, LLC | Wealth advisor | 1.6M | $92.5M | — | -1.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.4M | $85.5M | 0.0% | +19.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.4M | $84.9M | 0.5% | +12.3% |
| Hancock Prospecting Pty Ltd | Other | 1.4M | $83.5M | — | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.4M | $80.1M | 0.1% | -11.7% |
| Auto-Owners Insurance Co | Wealth advisor | 1.3M | $78.7M | — | Held |
| Hills Bank & Trust Co | Wealth advisor | 1.3M | $76.6M | 3.7% | +1.2% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 1.2M | $70.0M | 1.4% | +6.1% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 1.1M | $66.1M | 3.3% | +0.1% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 1.1M | $63.0M | 5.3% | +20.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $62.1M | 0.0% | +108.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 921.3K | $54.6M | 0.0% | +1.6% |
| VICUS CAPITAL | Wealth advisor | 916.2K | $54.3M | 4.0% | +4.0% |
| GREENLEAF TRUST | Other | 901.6K | $53.4M | 0.5% | +12.5% |
| ROYAL BANK OF CANADA | Bank broker | 865.5K | $51.3M | 0.0% | +8.9% |
| JNBA Financial Advisors | Wealth advisor | 851.3K | $50.4M | 4.2% | -3.8% |
| Private Advisor Group, LLC | Wealth advisor | 846.2K | $50.1M | 0.2% | -3.0% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 838.8K | $49.7M | 0.1% | +21.4% |
| BOKF, NA | Diversified mechanical | 825.4K | $48.9M | 0.7% | +49.0% |
| HHM Wealth Advisors, LLC | Wealth advisor | 814.4K | $48.2M | 5.6% | +4.3% |
| AlphaStar Capital Management, LLC | Wealth advisor | 807.6K | $47.8M | 3.5% | -14.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 797.0K | $47.6M | 0.4% | +19.0% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 756.8K | $44.8M | 2.9% | +1.8% |
| Composition Wealth, LLC | Wealth advisor | 743.7K | $44.0M | 0.6% | +17.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 737.8K | $43.7M | 0.8% | +8.2% |
| Peterson Wealth Advisors, LLC | Wealth advisor | 730.8K | $43.3M | — | -0.6% |
| RETIREMENT INCOME SOLUTIONS, INC | Wealth advisor | 717.2K | $42.5M | 7.3% | +2.1% |
| RKL Wealth Management LLC | Wealth advisor | 679.4K | $40.2M | 3.6% | -4.6% |
| Impact Partnership Wealth, LLC | Wealth advisor | 646.5K | $38.3M | 4.7% | +0.8% |
| Equitable Holdings, Inc. | Wealth advisor | 613.1K | $35.5M | 0.2% | +16.6% |
| OARSMAN CAPITAL, INC. | Wealth advisor | 590.3K | $35.0M | 4.3% | +22.2% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 570.2K | $33.8M | 0.0% | -51.3% |
| Atlas Private Wealth Advisors | Wealth advisor | 550.2K | $32.6M | 7.7% | 0.0% |
| TEXAS PERMANENT SCHOOL FUND CORP | Wealth advisor | 521.4K | $30.9M | 1.1% | -82.6% |
| BlackRock, Inc. | Index provider | 508.2K | $30.1M | 0.0% | +100.2% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 499.4K | $29.6M | 0.9% | +6.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.