SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q3 2024 (September 30)622holders +32
53new positions
26sold out
4famous investors
$54.69avg. 13F price*
At the end of Q3 2024, 622 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 32 from Q2 2024. 53 opened new positions and 26 sold out. The largest holders were Creative Planning ($4.0B), Betterment LLC ($945.2M) and LPL Financial LLC ($667.2M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $80.1M |
| Exits | 26 | $31.5M |
All 13F filers, Q2 2024 → Q3 2024: 12,697,008 shares bought and 3,385,593 shares sold, net +9,311,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 622 holders
| Creative Planning | 3.97% | Add +5.0% | 73,250,119 | $4.0B |
| Betterment LLC | 2.26% | Add +6.3% | 17,285,695 | $945.2M |
| LPL Financial LLC | 0.30% | Reduce -1.3% | 12,201,636 | $667.2M |
| Valmark Advisers, Inc. | 5.02% | Add +2.7% | 5,858,939 | $320.4M |
| Cwm, LLC | 1.35% | Add +11.9% | 5,721,998 | $312.9M |
| AlTi Global, Inc. | 7.34% | Reduce -3.8% | 5,583,672 | $305.3M |
| HighTower Advisors, LLC | 0.22% | Add +3.8% | 2,729,607 | $149.2M |
| Morgan Stanley | 0.01% | Add +2.2% | 2,057,781 | $112.5M |
| RFG Advisory, LLC | 2.73% | Add +8.0% | 1,640,052 | $89.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +108.5% | 1,452,134 | $79.4M |
| Atlas Private Wealth Advisors | 10.19% | Reduce -0.4% | 1,285,575 | $70.3M |
| Great Valley Advisor Group, Inc. | 1.68% | Add +17.4% | 1,247,843 | $68.2M |
| Private Advisor Group, LLC | 0.42% | Reduce -1.5% | 1,244,270 | $68.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +36.9% | 1,188,615 | $65.0M |
| Savant Capital, LLC | 0.53% | Reduce -20.5% | 1,170,853 | $64.0M |
| Auto-Owners Insurance Co | 1.39% | No change | 1,040,000 | $56.8M |
| Texas Permanent School Fund Corp. | 9.10% | New | 994,271 | $54.4M |
| Osaic Holdings, Inc. | 0.12% | Add +6.4% | 987,347 | $54.0M |
| Cornerstone Wealth Management, LLC | 3.65% | Add +4.9% | 948,321 | $51.9M |
| Wealthcare Advisory Partners LLC | 1.33% | Add +3.3% | 852,189 | $46.6M |
| Koss-Olinger Consulting, LLC | 3.82% | Add +2.5% | 804,792 | $44.0M |
| Mason Street Advisors, LLC | 4.79% | Add +899.9% | 720,900 | $39.4M |
| First Command Advisory Services, Inc. | 0.38% | Add +359612.5% | 719,425 | $39.3M |
| JNBA Financial Advisors | 3.91% | Reduce -19.1% | 709,256 | $38.8M |
| Waller Financial Planning Group, Inc. | 9.28% | Add +0.2% | 684,107 | $37.4M |
| Peterson Wealth Advisors, LLC | 6.75% | Add +4.7% | 653,336 | $35.7M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 638,191 | $34.9M |
| Good Life Advisors, LLC | 2.13% | Add +6.3% | 633,184 | $34.6M |
| AlphaStar Capital Management, LLC | 2.64% | Add +8.4% | 608,405 | $33.3M |
| Royal Bank of Canada | 0.01% | Add +4.9% | 604,099 | $33.0M |
| Blair William & Co. | 0.09% | Add +2.6% | 572,279 | $31.3M |
| HHM Wealth Advisors, LLC | 4.37% | Add +3.7% | 563,921 | $30.8M |
| Global Retirement Partners, LLC | 0.90% | Reduce -1.2% | 544,681 | $29.8M |
| Hills Bank & Trust Co | 2.25% | Add +1.5% | 544,324 | $29.8M |
| ACT Advisors, LLC. | 13.25% | Add +2449.5% | 513,615 | $28.1M |
| 1900 Wealth Management LLC | 2.38% | Add +12.6% | 508,316 | $27.8M |
| Assetmark, Inc. | 0.07% | Reduce -2.1% | 464,287 | $25.4M |
| Bank of America Corp. | 0.00% | Add +11.4% | 444,776 | $24.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.7% | 427,327 | $23.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.6% | 412,109 | $22.5M |
| UBS Group AG | 0.01% | Add +5.4% | 377,128 | $20.6M |
| Financial Strategies Group, Inc. | 4.78% | Add +0.6% | 367,226 | $20.4M |
| Corient Private Wealth LP | 0.03% | Add +1.0% | 365,578 | $20.0M |
| North Star Asset Management Inc. | 0.90% | Add +6.3% | 365,513 | $20.0M |
| Fifth Third Bancorp | 0.07% | Add +15.8% | 365,033 | $20.0M |
| Equitable Holdings, Inc. | 0.19% | Add +10.3% | 364,350 | $19.9M |
| Reston Wealth Management LLC | 7.02% | Reduce -0.2% | 354,502 | $19.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.88% | Add +7.4% | 351,428 | $19.2M |
| TLWM | 3.87% | Add +0.4% | 348,919 | $19.1M |
| First National Trust Co | 0.73% | Add +0.3% | 344,394 | $18.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +21.9% | 335,142 | $18.3M |
| Impact Partnership Wealth, LLC | 4.12% | Add +17.9% | 334,200 | $18.3M |
| MML Investors Services, LLC | 0.07% | Add +0.9% | 329,051 | $18.0M |
| Cahaba Wealth Management, Inc. | 1.45% | Reduce -0.1% | 321,321 | $17.6M |
| St Germain D J Co. Inc. | 0.79% | Add +5.3% | 315,168 | $17.2M |
| Sollinda Capital Management LLC | 4.49% | Reduce -1.2% | 290,738 | $15.9M |
| Waverly Advisors, LLC | 0.29% | Add +3.2% | 289,765 | $15.8M |
| Citizens & Northern Corp. | 4.56% | Add +0.1% | 277,928 | $15.2M |
| Measured Wealth Private Client Group, LLC | 5.01% | Reduce -22.2% | 273,795 | $15.0M |
| Summit Trail Advisors, LLC | 0.36% | Add +2018.4% | 267,303 | $14.6M |
| Cetera Investment Advisers | 0.03% | Add +3.2% | 264,713 | $14.5M |
| New Perspectives, Inc | 7.50% | Add +3.4% | 257,536 | $14.1M |
| Townsquare Capital LLC | 0.15% | Add +24.2% | 236,090 | $12.9M |
| Farther Finance Advisors, LLC | 0.48% | Add +44.9% | 235,563 | $12.9M |
| Financial Gravity Companies, Inc. | 3.32% | — | 226,751 | $12.4M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +16.0% | 226,658 | $12.4M |
| Geneos Wealth Management Inc. | 0.47% | Add +6.2% | 225,927 | $12.4M |
| Higgins & Schmidt Wealth Strategies LLC | 7.84% | Add +5.9% | 222,188 | $12.1M |
| Western Wealth Management, LLC | 0.68% | Add +10.2% | 217,913 | $11.9M |
| Allworth Financial LP | 0.07% | Add +5.0% | 217,506 | $11.9M |
| Pinkerton Wealth, LLC | 1.69% | Reduce -11.6% | 212,085 | $11.6M |
| Advance Capital Management, Inc. | 0.51% | Add +0.3% | 209,294 | $11.4M |
| Montz Harcus Wealth Management LLC | 6.49% | Add +7.3% | 203,194 | $11.1M |
| Alta Wealth Advisors LLC | 5.05% | Add +8.2% | 201,871 | $11.0M |
| WBH Advisory Inc. | 1.04% | Add +4.3% | 200,598 | $11.0M |
| Retirement Income Solutions, Inc. | 2.42% | Reduce -0.1% | 193,369 | $10.6M |
| First International Bank & Trust | 3.38% | Reduce -3.0% | 193,017 | $10.6M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -3.2% | 191,907 | $10.5M |
| NewEdge Advisors, LLC | 0.07% | Reduce -1.1% | 189,395 | $10.4M |
| Avior Wealth Management, LLC | 0.41% | Add +7.2% | 187,913 | $10.3M |
| Cascade Financial Partners, LLC | 1.28% | Add +2.0% | 185,673 | $10.2M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -2.9% | 186,265 | $10.2M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -2.9% | 186,265 | $10.2M |
| Windsor Capital Management, LLC | 2.95% | Reduce -1.3% | 186,092 | $10.2M |
| Louisiana State Employees Retirement System | 0.19% | Reduce -11.1% | 185,800 | $10.2M |
| Symphony Financial, Ltd. Co. | 1.68% | Add +7.8% | 185,850 | $10.2M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -0.5% | 185,448 | $10.1M |
| PSI Advisors, LLC | 2.90% | Add +1.8% | 181,247 | $9.9M |
| IAG Wealth Partners, LLC | 1.81% | Add +8.7% | 178,746 | $9.8M |
| Leslie Global Wealth, LLC | 4.69% | Add +5.3% | 176,634 | $9.7M |
| Syntegra Private Wealth Group, LLC | 1.11% | Reduce -0.7% | 176,105 | $9.6M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -7.4% | 174,758 | $9.6M |
| Wrapmanager Inc. | 2.47% | Add +29.6% | 174,483 | $9.5M |
| Park Avenue Securities LLC | 0.11% | Add +3.4% | 174,455 | $9.5M |
| Trilogy Capital Inc. | 0.48% | Reduce -18.2% | 174,109 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.4% | 170,417 | $9.3M |
| Pachira Investments Inc. | 7.02% | Reduce -1.0% | 166,822 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | No change | 165,106 | $9.0M |
| Mariner, LLC | 0.02% | Reduce -28.5% | 164,984 | $9.0M |
| Collaborative Wealth Managment Inc. | 4.05% | Add +5.2% | 163,792 | $9.0M |
"% 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.