SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q2 2024 (June 30)590holders +25
51new positions
30sold out
6famous investors
$51.16avg. 13F price*
At the end of Q2 2024, 590 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 25 from Q1 2024. 51 opened new positions and 30 sold out. The largest holders were Creative Planning ($3.6B), Betterment LLC ($834.1M) and LPL Financial LLC ($634.2M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 SER TR (Q2 2024)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $155.8M |
| Exits | 30 | $37.6M |
All 13F filers, Q1 2024 → Q2 2024: 13,530,593 shares bought and 5,051,514 shares sold, net +8,479,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 590 holders
| Creative Planning | 3.82% | Add +5.4% | 69,787,737 | $3.6B |
| Betterment LLC | 2.16% | Add +11.9% | 16,258,493 | $834.1M |
| LPL Financial LLC | 0.32% | Add +9.5% | 12,362,196 | $634.2M |
| AlTi Global, Inc. | 7.99% | Reduce -0.1% | 5,803,476 | $297.7M |
| Valmark Advisers, Inc. | 4.98% | Add +0.4% | 5,704,565 | $292.6M |
| Cwm, LLC | 1.24% | Add +6.4% | 5,114,598 | $262.4M |
| HighTower Advisors, LLC | 0.21% | Add +2.9% | 2,629,181 | $134.9M |
| Morgan Stanley | 0.01% | Reduce -34.8% | 2,013,777 | $103.3M |
| RFG Advisory, LLC | 2.54% | Reduce -2.4% | 1,518,281 | $77.9M |
| Savant Capital, LLC | 0.76% | New | 1,473,126 | $75.6M |
| Atlas Private Wealth Advisors | 10.77% | Add +102.1% | 1,291,251 | $66.2M |
| Private Advisor Group, LLC | 0.43% | Add +10.4% | 1,263,262 | $64.8M |
| Great Valley Advisor Group, Inc. | 1.53% | Add +17.5% | 1,063,370 | $54.6M |
| Auto-Owners Insurance Co | 1.41% | No change | 1,040,000 | $53.3M |
| Osaic Holdings, Inc. | 0.11% | Reduce -10.7% | 928,077 | $47.6M |
| Cornerstone Wealth Management, LLC | 3.57% | Add +4.3% | 904,034 | $46.4M |
| JNBA Financial Advisors | 4.74% | Add +80.0% | 876,649 | $45.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.3% | 867,986 | $44.5M |
| Wealthcare Advisory Partners LLC | 1.32% | Add +14.9% | 824,630 | $42.3M |
| Koss-Olinger Consulting, LLC | 3.72% | New | 784,969 | $40.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.8% | 696,629 | $35.7M |
| Waller Financial Planning Group, Inc. | 9.41% | Add +0.2% | 682,587 | $35.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.5% | 627,110 | $32.2M |
| Peterson Wealth Advisors, LLC | 6.72% | Add +1.7% | 624,249 | $32.0M |
| Good Life Advisors, LLC | 2.52% | Add +10.1% | 595,838 | $30.6M |
| Royal Bank of Canada | 0.01% | Add +1.6% | 575,661 | $29.5M |
| AlphaStar Capital Management, LLC | 2.66% | Reduce -1.8% | 561,284 | $28.8M |
| Blair William & Co. | 0.09% | Add +0.1% | 557,695 | $28.6M |
| Global Retirement Partners, LLC | 0.89% | Add +14.2% | 551,094 | $28.3M |
| HHM Wealth Advisors, LLC | 4.20% | Add +13.4% | 543,835 | $27.9M |
| Hills Bank & Trust Co | 2.23% | Add +6.5% | 536,338 | $27.5M |
| Assetmark, Inc. | 0.08% | Reduce -1.3% | 474,205 | $24.3M |
| OneAscent Financial Services LLC | 3.28% | Reduce -15.7% | 458,833 | $23.5M |
| 1900 Wealth Management LLC | 2.17% | Add +8.8% | 451,362 | $23.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.4% | 424,563 | $21.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.8% | 414,646 | $21.3M |
| Bank of America Corp. | 0.00% | Reduce -72.7% | 399,314 | $20.5M |
| Corient Private Wealth LP | 0.03% | Add +2.2% | 362,025 | $18.6M |
| Financial Strategies Group, Inc. | 4.65% | Reduce -0.3% | 365,032 | $18.5M |
| UBS Group AG | 0.01% | Reduce -7.7% | 357,826 | $18.4M |
| Reston Wealth Management LLC | 7.29% | Add +0.6% | 355,328 | $18.2M |
| Measured Wealth Private Client Group, LLC | 6.34% | Add +3.1% | 351,926 | $18.1M |
| TLWM | 3.94% | Add +0.1% | 347,596 | $17.8M |
| North Star Asset Management Inc. | 0.84% | Add +16.2% | 344,009 | $17.6M |
| First National Trust Co | 0.72% | Reduce -27.5% | 343,358 | $17.6M |
| Equitable Holdings, Inc. | 0.18% | Reduce -3.0% | 330,266 | $16.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.84% | Add +15.4% | 327,196 | $16.8M |
| MML Investors Services, LLC | 0.07% | Add +0.8% | 326,250 | $16.7M |
| Cahaba Wealth Management, Inc. | 1.46% | Add +4.9% | 321,606 | $16.5M |
| Fifth Third Bancorp | 0.06% | Reduce -9.5% | 315,300 | $16.2M |
| St Germain D J Co. Inc. | 0.74% | Add +9.7% | 299,337 | $15.4M |
| Sollinda Capital Management LLC | 4.60% | Reduce -3.5% | 294,209 | $15.1M |
| Impact Partnership Wealth, LLC | 3.82% | Add +52.3% | 283,533 | $14.5M |
| Waverly Advisors, LLC | 0.28% | Add +1.6% | 280,745 | $14.4M |
| Citizens & Northern Corp. | 4.46% | Add +8.7% | 277,696 | $14.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +22.3% | 274,870 | $14.1M |
| Wealthquest Corp | 1.42% | Reduce -7.6% | 259,167 | $13.3M |
| Cetera Investment Advisers | 0.03% | Add +22.0% | 256,603 | $13.2M |
| IHT Wealth Management, LLC | 0.49% | Reduce -3.3% | 254,971 | $13.1M |
| Financial Gravity Asset Management, Inc. | 3.24% | Add +3.9% | 253,315 | $12.9M |
| New Perspectives, Inc | 6.82% | Add +3.3% | 249,050 | $12.8M |
| Pinkerton Wealth, LLC | 1.89% | Reduce -31.1% | 239,945 | $12.3M |
| Mariner, LLC | 0.02% | Add +11.6% | 230,851 | $11.8M |
| Allworth Financial LP | 0.07% | Add +7.3% | 207,059 | $10.9M |
| Trilogy Capital Inc. | 0.59% | Add +5.5% | 212,856 | $10.9M |
| Geneos Wealth Management Inc. | 0.48% | Add +7.7% | 212,801 | $10.9M |
| Higgins & Schmidt Wealth Strategies LLC | 7.76% | Add +0.9% | 209,812 | $10.8M |
| Louisiana State Employees Retirement System | 0.21% | New | 209,100 | $10.7M |
| Advance Capital Management, Inc. | 0.51% | Add +2.6% | 208,654 | $10.7M |
| First International Bank & Trust | 3.51% | Reduce -0.2% | 199,057 | $10.2M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +6.4% | 198,314 | $10.2M |
| Western Wealth Management, LLC | 0.75% | Add +0.4% | 197,776 | $10.1M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +12.9% | 195,334 | $10.0M |
| Retirement Income Solutions, Inc. | 2.40% | Reduce -22.9% | 193,601 | $9.9M |
| WBH Advisory Inc. | 1.00% | Add +2.1% | 192,262 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -3.5% | 191,804 | $9.8M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -3.5% | 191,804 | $9.8M |
| NewEdge Advisors, LLC | 0.07% | Add +31.0% | 191,411 | $9.8M |
| Townsquare Capital LLC | 0.13% | Reduce -25.4% | 190,132 | $9.8M |
| Montz Harcus Wealth Management LLC | 6.30% | Add +3.8% | 189,400 | $9.7M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -4.2% | 188,684 | $9.7M |
| Windsor Capital Management, LLC | 2.99% | Reduce -4.6% | 188,562 | $9.7M |
| Alta Wealth Advisors LLC | 4.78% | Reduce -0.7% | 186,587 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -3.8% | 186,419 | $9.6M |
| Cascade Financial Partners, LLC | 1.23% | Add +0.4% | 182,042 | $9.3M |
| PSI Advisors, LLC | 2.89% | Add +9.5% | 178,032 | $9.1M |
| Abich Financial Wealth Management LLC | 6.18% | Reduce -1.7% | 177,284 | $9.1M |
| Syntegra Private Wealth Group, LLC | 1.16% | Reduce -1.9% | 177,276 | $9.1M |
| CGN Advisors LLC | 1.05% | Reduce -54.1% | 176,163 | $9.0M |
| Avior Wealth Management, LLC | 0.39% | Add +8.5% | 175,317 | $9.0M |
| KWB Wealth | 1.24% | Reduce -4.4% | 168,607 | $9.0M |
| Symphony Financial, Ltd. Co. | 1.61% | Add +10.6% | 172,445 | $8.8M |
| Park Avenue Securities LLC | 0.11% | Add +6.6% | 168,772 | $8.7M |
| Pachira Investments Inc. | 7.66% | Reduce -0.8% | 168,571 | $8.6M |
| Leslie Global Wealth, LLC | 5.03% | — | 167,741 | $8.6M |
| Executive Wealth Management, LLC | 1.57% | Add +4.7% | 167,329 | $8.6M |
| Pathstone Holdings, LLC | 0.04% | No change | 165,106 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.2% | 164,816 | $8.5M |
| IAG Wealth Partners, LLC | 1.70% | Add +6.0% | 164,424 | $8.4M |
| Farther Finance Advisors, LLC | 0.40% | Add +110.7% | 162,575 | $8.3M |
"% 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.