SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q1 2024 (March 31)565holders
3famous investors
$53.34avg. 13F price*
At the end of Q1 2024, 565 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings. The largest holders were Creative Planning ($3.5B), Betterment LLC ($774.6M) and LPL Financial LLC ($602.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $855.2M |
| Exits | 28 | $47.6M |
Ownership 565 holders
| Creative Planning | 3.92% | Add +6.3% | 66,205,559 | $3.5B |
| Betterment LLC | 2.08% | New | 14,522,420 | $774.6M |
| LPL Financial LLC | 0.32% | Add +1.1% | 11,286,083 | $602.0M |
| AlTi Global, Inc. | 8.63% | Reduce -0.8% | 5,811,204 | $310.0M |
| Valmark Advisers, Inc. | 5.28% | Add +1.2% | 5,682,202 | $303.1M |
| Cwm, LLC | 1.25% | Add +10.7% | 4,805,380 | $256.3M |
| Morgan Stanley | 0.01% | Add +6.3% | 3,090,397 | $164.8M |
| HighTower Advisors, LLC | 0.22% | Add +0.1% | 2,556,448 | $136.3M |
| RFG Advisory, LLC | 2.82% | Add +7.5% | 1,555,072 | $82.9M |
| Bank of America Corp. | 0.01% | Add +405.7% | 1,464,223 | $78.1M |
| Private Advisor Group, LLC | 0.44% | Reduce -1.4% | 1,144,667 | $61.1M |
| Auto-Owners Insurance Co | 1.47% | No change | 1,040,000 | $55.6M |
| Osaic Holdings, Inc. | 0.12% | Add +9.4% | 1,038,920 | $55.4M |
| Great Valley Advisor Group, Inc. | 1.47% | Add +16.0% | 904,839 | $48.3M |
| Cornerstone Wealth Management, LLC | 3.74% | Add +0.8% | 866,457 | $46.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -11.2% | 839,912 | $44.8M |
| Wealthcare Advisory Partners LLC | 1.26% | Add +33.8% | 717,936 | $38.3M |
| Waller Financial Planning Group, Inc. | 9.68% | Reduce -1.7% | 681,428 | $36.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.6% | 671,277 | $35.8M |
| Atlas Private Wealth Advisors | 11.39% | Reduce -43.3% | 638,798 | $34.1M |
| Wells Fargo & Company | 0.01% | Reduce -25.0% | 630,392 | $33.6M |
| Peterson Wealth Advisors, LLC | 6.96% | Add +2.2% | 613,808 | $32.7M |
| AlphaStar Capital Management, LLC | 3.13% | Reduce -0.8% | 571,511 | $30.5M |
| Royal Bank of Canada | 0.01% | Reduce -3.4% | 566,632 | $30.2M |
| Blair William & Co. | 0.09% | Add +6.7% | 557,127 | $29.7M |
| OneAscent Financial Services LLC | 3.21% | Reduce -17.5% | 544,499 | $29.0M |
| Good Life Advisors, LLC | 2.56% | Add +2.5% | 541,329 | $28.9M |
| Hills Bank & Trust Co | 2.28% | Add +64.0% | 503,830 | $26.9M |
| JNBA Financial Advisors | 2.73% | Add +452.7% | 487,143 | $26.0M |
| Global Retirement Partners, LLC | 0.96% | Add +9.7% | 482,669 | $25.7M |
| Assetmark, Inc. | 0.08% | Reduce -13.8% | 480,187 | $25.6M |
| HHM Wealth Advisors, LLC | 4.21% | Add +15148.9% | 479,578 | $25.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.9% | 475,474 | $25.5M |
| First National Trust Co | 1.03% | New | 473,564 | $25.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +5.0% | 430,463 | $23.0M |
| 1900 Wealth Management LLC | 2.02% | Add +68.5% | 415,063 | $22.1M |
| UBS Group AG | 0.01% | Reduce -20.2% | 387,563 | $20.7M |
| CGN Advisors LLC | 2.60% | Add +5.1% | 384,173 | $20.5M |
| Financial Strategies Group, Inc. | 5.18% | Reduce -7.5% | 365,975 | $19.3M |
| Corient Private Wealth LP | 0.03% | Add +4.7% | 354,326 | $18.9M |
| Reston Wealth Management LLC | 7.65% | Reduce -0.1% | 353,176 | $18.8M |
| Fifth Third Bancorp | 0.07% | Add +7.4% | 348,311 | $18.6M |
| Pinkerton Wealth, LLC | 2.99% | New | 348,193 | $18.6M |
| TLWM | 4.11% | Reduce -0.1% | 347,221 | $18.5M |
| Retirement Planning Group, LLC | 1.41% | Add +9.7% | 344,750 | $18.4M |
| Measured Wealth Private Client Group, LLC | 6.36% | Reduce -26.1% | 341,426 | $18.2M |
| Equitable Holdings, Inc. | 0.20% | Reduce -1.9% | 340,572 | $18.2M |
| MML Investors Services, LLC | 0.07% | Reduce -0.1% | 323,729 | $17.3M |
| Cahaba Wealth Management, Inc. | 1.49% | Add +0.6% | 306,632 | $16.4M |
| Sollinda Capital Management LLC | 5.08% | Add +31.3% | 304,848 | $16.3M |
| North Star Asset Management Inc. | 0.75% | Add +86.2% | 296,029 | $15.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.82% | Add +13.5% | 283,558 | $15.1M |
| Wealthquest Corp | 1.60% | Add +1.6% | 280,454 | $15.0M |
| HM Payson & Co. | 0.27% | Add +92.6% | 276,968 | $14.8M |
| Waverly Advisors, LLC | 0.35% | Add +499.9% | 276,440 | $14.7M |
| St Germain D J Co. Inc. | 0.71% | Add +5.5% | 272,809 | $14.6M |
| IHT Wealth Management, LLC | 0.56% | Reduce -11.2% | 263,679 | $14.1M |
| Citizens & Northern Corp. | 4.61% | Add +48.2% | 255,479 | $13.6M |
| Townsquare Capital LLC | 0.20% | Add +14.8% | 255,044 | $13.6M |
| Retirement Income Solutions, Inc. | 3.04% | Add +2.1% | 251,100 | $13.4M |
| Texas Permanent School Fund Corp. | 0.11% | Reduce -45.1% | 250,717 | $13.4M |
| New Perspectives, Inc | 7.12% | — | 241,106 | $12.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +21.5% | 224,671 | $12.0M |
| Financial Gravity Asset Management, Inc. | 3.34% | Reduce -92.3% | 243,740 | $11.9M |
| Cetera Investment Advisers | 0.03% | Add +573.4% | 210,404 | $11.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -47.2% | 209,312 | $11.2M |
| Higgins & Schmidt Wealth Strategies LLC | 8.18% | Add +2.7% | 207,934 | $11.1M |
| Mariner, LLC | 0.02% | Add +10.7% | 206,804 | $11.0M |
| Advance Capital Management, Inc. | 0.75% | Reduce -17.4% | 203,398 | $10.8M |
| Trilogy Capital Inc. | 0.62% | Add +1.2% | 201,767 | $10.8M |
| First International Bank & Trust | 3.67% | Reduce -56.9% | 199,476 | $10.6M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +242.9% | 198,805 | $10.6M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +242.9% | 198,805 | $10.6M |
| Windsor Capital Management, LLC | 3.27% | Reduce -2.8% | 197,632 | $10.5M |
| Geneos Wealth Management Inc. | 0.48% | Reduce -28.5% | 197,566 | $10.5M |
| Western Wealth Management, LLC | 0.82% | Reduce -8.2% | 197,051 | $10.5M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -4.9% | 196,924 | $10.5M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +0.9% | 193,724 | $10.3M |
| Allworth Financial LP | 0.07% | Add +6.2% | 192,937 | $10.3M |
| WBH Advisory Inc. | 1.03% | Add +2.8% | 188,365 | $10.0M |
| Alta Wealth Advisors LLC | 5.09% | Add +3.6% | 187,859 | $10.0M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -8.2% | 186,333 | $9.9M |
| Impact Partnership Wealth, LLC | 3.93% | Add +25.2% | 186,143 | $9.9M |
| Financial Advocates Investment Management | 0.57% | Add +409.4% | 114,731 | $9.7M |
| Montz Harcus Wealth Management LLC | 6.59% | Add +1.2% | 182,448 | $9.7M |
| Syntegra Private Wealth Group, LLC | 1.24% | Reduce -86.7% | 180,609 | $9.6M |
| Abich Financial Wealth Management LLC | 7.43% | Add +153.5% | 180,386 | $9.6M |
| KWB Wealth | 1.27% | Reduce -20.4% | 176,382 | $9.4M |
| Citadel Advisors | 0.01% | Add +293.6% | 173,180 | $9.2M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +31.5% | 172,984 | $9.2M |
| Cascade Financial Partners, LLC | 1.33% | — | 181,243 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +25.6% | 170,234 | $9.1M |
| Pachira Investments Inc. | 7.41% | Reduce -6.9% | 169,903 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.0% | 165,106 | $8.8M |
| Capital Investment Advisory Services, LLC | 0.93% | Reduce -31.9% | 163,083 | $8.7M |
| M Holdings Securities, Inc. | 1.46% | Reduce -2.7% | 162,687 | $8.7M |
| PSI Advisors, LLC | 3.13% | Reduce -8.6% | 162,644 | $8.7M |
| Avior Wealth Management, LLC | 0.40% | Add +26.4% | 161,596 | $8.6M |
| Executive Wealth Management, LLC | 0.74% | Add +228.0% | 159,785 | $8.5M |
| Park Avenue Securities LLC | 0.11% | Add +5.0% | 158,338 | $8.4M |
"% 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.