SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q2 2026 (June 30)844holders +29
76new positions
39sold out
4famous investors
$67.47avg. 13F price*
At the end of Q2 2026, 844 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 29 from Q1 2026. 76 opened new positions and 39 sold out. The largest holders were Creative Planning ($6.8B), Betterment LLC ($1.3B) and LPL Financial LLC ($909.1M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $62.5M |
| Exits | 39 | $52.7M |
All 13F filers, Q1 2026 → Q2 2026: 19,980,619 shares bought and 7,356,287 shares sold, net +12,624,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Creative Planning | 4.00% | Add +4.8% | 101,248,410 | $6.8B |
| Betterment LLC | 2.16% | Reduce -6.6% | 18,865,773 | $1.3B |
| LPL Financial LLC | 0.20% | Add +4.7% | 13,456,379 | $909.1M |
| Bank of America Corp. | 0.04% | Add +348.3% | 8,659,408 | $585.0M |
| Valmark Advisers, Inc. | 5.10% | Reduce -1.6% | 7,099,453 | $479.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +8.2% | 4,488,056 | $303.2M |
| Morgan Stanley | 0.01% | Add +2.5% | 3,893,545 | $263.0M |
| AlTi Global, Inc. | 3.91% | Reduce -0.7% | 2,803,253 | $189.4M |
| Facet Wealth, Inc. | 2.55% | Add +2.0% | 2,636,343 | $178.1M |
| First Command Advisory Services, Inc. | 0.82% | Add +11.6% | 2,038,889 | $137.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.6% | 1,918,268 | $129.6M |
| UBS Group AG | 0.02% | Reduce -55.3% | 1,714,902 | $115.9M |
| HighTower Advisors, LLC | 0.11% | Reduce -17.5% | 1,648,164 | $111.3M |
| Koss-Olinger Consulting, LLC | 8.19% | Add +48.0% | 1,574,014 | $106.3M |
| Osaic Holdings, Inc. | 0.12% | Add +13.6% | 1,535,784 | $103.8M |
| Wells Fargo & Company | 0.02% | Add +5.1% | 1,518,548 | $102.6M |
| United Capital Financial Advisors, LLC | 0.56% | Add +4.1% | 1,492,239 | $100.7M |
| Mason Street Advisors, LLC | 8.64% | Reduce -9.2% | 1,419,072 | $95.9M |
| Hancock Prospecting Pty Ltd | 1.67% | No change | 1,410,470 | $95.3M |
| Blair William & Co. | 0.23% | Add +54.3% | 1,294,582 | $87.5M |
| Wealthcare Advisory Partners LLC | 1.58% | Add +4.1% | 1,230,591 | $83.1M |
| Raymond James Financial Inc. | 0.02% | Add +16.7% | 1,223,685 | $82.7M |
| Hills Bank & Trust Co | 3.50% | Reduce -6.0% | 1,215,987 | $82.2M |
| Cornerstone Wealth Management, LLC | 3.22% | Reduce -0.7% | 1,107,956 | $74.9M |
| Royal Bank of Canada | 0.01% | Add +21.4% | 1,050,971 | $71.0M |
| Auto-Owners Insurance Co | 1.59% | Reduce -21.8% | 1,040,000 | $70.2M |
| Greenleaf Trust | 0.64% | Add +9.2% | 984,218 | $66.5M |
| Vicus Capital | 4.05% | Add +1.3% | 927,780 | $62.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.1% | 920,576 | $62.2M |
| Composition Wealth, LLC | 0.72% | Add +22.2% | 908,750 | $61.4M |
| Farther Finance Advisors, LLC | 0.47% | Add +12.0% | 892,359 | $60.3M |
| HHM Wealth Advisors, LLC | 5.82% | Add +5.2% | 856,429 | $57.9M |
| Bokf, NA | 0.77% | Add +0.2% | 827,035 | $55.9M |
| JNBA Financial Advisors | 4.17% | Reduce -4.2% | 815,885 | $55.1M |
| Private Advisor Group, LLC | 0.24% | Reduce -8.0% | 778,352 | $52.6M |
| 1900 Wealth Management LLC | 2.91% | Add +2.4% | 774,635 | $52.3M |
| Peterson Wealth Advisors, LLC | 5.97% | Add +2.4% | 748,284 | $50.6M |
| AlphaStar Capital Management, LLC | 3.19% | Reduce -8.1% | 741,916 | $50.1M |
| Great Valley Advisor Group, Inc. | 0.79% | Add +0.4% | 740,863 | $50.1M |
| BlackRock, Inc. | 0.00% | Add +43.5% | 729,476 | $49.3M |
| JPMorgan Chase & Co. | 0.00% | Add +159.7% | 732,536 | $49.1M |
| RKL Wealth Management LLC | 3.88% | Add +6.0% | 720,231 | $48.7M |
| Equitable Holdings, Inc. | 0.28% | Add +14.8% | 703,911 | $47.6M |
| Impact Partnership Wealth, LLC | 4.52% | Add +6.4% | 687,948 | $46.5M |
| Oarsman Capital, Inc. | 4.59% | Add +8.8% | 642,059 | $43.4M |
| Retirement Income Solutions, Inc. | 7.28% | Reduce -0.4% | 714,469 | $42.3M |
| Thrivent Financial for Lutherans | 0.07% | Add +56.0% | 625,213 | $42.2M |
| Atlas Private Wealth Advisors | 8.28% | Add +1.8% | 559,902 | $37.8M |
| Savant Capital, LLC | 0.11% | Add +97.7% | 595,107 | $37.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | Add +4.7% | 522,957 | $35.3M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Add +8.1% | 516,571 | $34.9M |
| National Bank of Canada | 0.03% | Reduce -9.9% | 514,000 | $34.7M |
| Dakota Wealth Management | 0.64% | Add +23.6% | 497,764 | $33.6M |
| MML Investors Services, LLC | 0.07% | Add +6.3% | 491,126 | $33.2M |
| Corient Private Wealth LP | 0.05% | Add +1.9% | 489,744 | $33.1M |
| Stifel Financial Corp. | 0.03% | Add +465.3% | 479,984 | $32.4M |
| Waverly Advisors, LLC | 0.19% | Add +2.5% | 478,595 | $32.3M |
| Cahaba Wealth Management, Inc. | 1.90% | Reduce -0.6% | 467,183 | $31.6M |
| Assetmark, Inc. | 0.05% | Add +3.2% | 457,527 | $30.9M |
| St Germain D J Co. Inc. | 1.08% | Add +4.8% | 442,350 | $29.9M |
| Global Retirement Partners, LLC | 0.45% | — | 435,087 | $29.4M |
| Financial Strategies Group, Inc. | 4.68% | Add +2.9% | 442,361 | $29.4M |
| CIBC Bancorp USA Inc. | 0.04% | Add +48.9% | 433,583 | $28.9M |
| Ellenbecker Investment Group | 3.31% | Add +10.4% | 421,419 | $28.5M |
| Integrity Advisory Solutions, LLC | 2.84% | Add +0.9% | 407,945 | $27.6M |
| AQR Capital Management | 0.01% | Add +9.8% | 398,855 | $26.9M |
| First National Trust Co | 0.91% | Reduce -2.2% | 397,969 | $26.9M |
| Cerity Partners LLC | 0.03% | Add +0.7% | 390,075 | $26.4M |
| OneAscent Financial Services LLC | 1.24% | Reduce -0.2% | 385,267 | $26.0M |
| Octavia Wealth Advisors, LLC | 2.21% | Add +3.8% | 378,745 | $25.6M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.5% | 378,182 | $25.6M |
| Evermay Wealth Management LLC | 2.58% | Add +11.8% | 370,105 | $25.0M |
| Penserra Capital Management LLC | 0.19% | Reduce -12.1% | 357,197 | $24.1M |
| Reston Wealth Management LLC | 6.28% | Add +0.7% | 344,616 | $23.3M |
| Marathon Strategic Advisors, LLC | 13.11% | Add +5.2% | 343,706 | $23.2M |
| Geneos Wealth Management Inc. | 0.46% | Add +3.3% | 336,945 | $22.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.3% | 498,535 | $22.6M |
| Gladstone Institutional Advisory LLC | 0.71% | Add +16.3% | 333,055 | $22.5M |
| Cetera Investment Advisers | 0.02% | Add +18.6% | 325,592 | $22.0M |
| RFG Advisory, LLC | 0.34% | Reduce -6.4% | 325,572 | $22.0M |
| Crews Bank & Trust | 2.80% | Reduce -3.4% | 317,015 | $21.4M |
| Financial Gravity Companies, Inc. | 3.37% | — | 307,321 | $20.8M |
| New Perspectives, Inc | 6.35% | Add +4.8% | 306,457 | $20.7M |
| Shepherd Financial Partners LLC | 1.68% | Add +2.6% | 303,394 | $20.5M |
| Alta Wealth Advisors LLC | 5.39% | Reduce -0.1% | 294,514 | $19.9M |
| Allworth Financial LP | 0.08% | Reduce -2.9% | 292,169 | $19.7M |
| Avior Wealth Management, LLC | 0.52% | Add +1.4% | 290,317 | $19.6M |
| Fifth Third Bancorp | 0.03% | Reduce -2.3% | 277,214 | $18.7M |
| Coldstream Capital Management Inc. | 0.23% | Add +1.9% | 273,796 | $18.5M |
| Lido Advisors, LLC | 0.06% | Add +3.9% | 265,663 | $17.9M |
| North Star Asset Management Inc. | 0.69% | Add +1.5% | 258,787 | $17.5M |
| Venture Visionary Partners LLC | 0.49% | Reduce -2.9% | 257,868 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.2% | 257,591 | $17.4M |
| Montz Harcus Wealth Management LLC | 6.18% | Add +7.1% | 257,179 | $17.4M |
| Summit Trail Advisors, LLC | 0.22% | Reduce -7.5% | 255,712 | $17.3M |
| Bensler, LLC | 1.48% | Add +4.8% | 247,497 | $16.7M |
| Cascade Financial Partners, LLC | 1.45% | Add +4.0% | 247,468 | $16.7M |
| Sun Life Financial Inc. | 0.83% | Reduce -40.1% | 238,587 | $16.1M |
| SageView Advisory Group, LLC | 0.52% | Add +967.4% | 236,358 | $16.0M |
| Higgins & Schmidt Wealth Strategies LLC | 6.41% | Add +3.4% | 229,878 | $15.5M |
"% of holder's portfolio" is SPMD's weight in each manager's 13F, not the share of SS SPDR P S&P 400 Midcap ETF the manager owns.