SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q4 2024 (December 31)683holders +61
60new positions
35sold out
4famous investors
$54.72avg. 13F price*
At the end of Q4 2024, 683 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 61 from Q3 2024. 60 opened new positions and 35 sold out. The largest holders were Creative Planning ($4.2B), Betterment LLC ($980.8M) and LPL Financial LLC ($704.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $240.0M |
| Exits | 35 | $48.9M |
All 13F filers, Q3 2024 → Q4 2024: 17,844,097 shares bought and 2,548,656 shares sold, net +15,295,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 683 holders
| Creative Planning | 4.10% | Add +5.1% | 76,994,604 | $4.2B |
| Betterment LLC | 2.34% | Add +3.7% | 17,932,988 | $980.8M |
| LPL Financial LLC | 0.29% | Add +5.6% | 12,880,512 | $704.4M |
| Valmark Advisers, Inc. | 5.09% | Add +2.3% | 5,995,677 | $327.9M |
| Cwm, LLC | 1.30% | Reduce -0.3% | 5,707,488 | $312.1M |
| AlTi Global, Inc. | 7.11% | Reduce -3.5% | 5,390,397 | $294.8M |
| Texas Permanent School Fund Corp. | 9.54% | Add +199.1% | 2,974,252 | $162.7M |
| HighTower Advisors, LLC | 0.21% | Add +2.8% | 2,804,636 | $153.4M |
| Facet Wealth, Inc. | 3.82% | New | 2,560,704 | $143.9M |
| Morgan Stanley | 0.01% | Add +8.4% | 2,231,186 | $122.0M |
| RFG Advisory, LLC | 2.64% | Add +4.2% | 1,709,182 | $93.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +16.1% | 1,686,109 | $92.2M |
| Bank of America Corp. | 0.01% | Add +227.5% | 1,456,724 | $79.7M |
| Potomac Fund Management Inc. | 4.31% | — | 1,341,805 | $73.4M |
| Auto-Owners Insurance Co | 1.65% | Add +27.9% | 1,330,000 | $72.7M |
| Great Valley Advisor Group, Inc. | 1.61% | Add +5.2% | 1,312,661 | $71.8M |
| Atlas Private Wealth Advisors | 10.12% | Add +1.5% | 1,305,071 | $71.4M |
| Private Advisor Group, LLC | 0.39% | Add +1.8% | 1,267,193 | $69.3M |
| Osaic Holdings, Inc. | 0.14% | Add +15.0% | 1,135,511 | $62.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -5.1% | 1,128,390 | $61.7M |
| Cornerstone Wealth Management, LLC | 3.67% | Add +4.9% | 994,851 | $54.4M |
| Savant Capital, LLC | 0.39% | Reduce -21.7% | 916,608 | $50.1M |
| Wealthcare Advisory Partners LLC | 1.36% | Add +4.8% | 893,367 | $48.9M |
| Koss-Olinger Consulting, LLC | 4.02% | Add +4.2% | 838,859 | $45.9M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +91.6% | 818,836 | $44.8M |
| Mason Street Advisors, LLC | 5.74% | Add +12.6% | 811,500 | $44.4M |
| First Command Advisory Services, Inc. | 0.42% | Add +12.8% | 811,462 | $44.4M |
| JNBA Financial Advisors | 4.26% | Add +7.6% | 762,866 | $41.7M |
| Good Life Advisors, LLC | 2.84% | Add +12.4% | 711,981 | $38.9M |
| Wells Fargo & Company | 0.01% | Add +9.1% | 696,305 | $38.1M |
| AlphaStar Capital Management, LLC | 3.92% | Add +12.8% | 686,447 | $37.5M |
| Blair William & Co. | 0.11% | Add +19.9% | 686,127 | $37.5M |
| Waller Financial Planning Group, Inc. | 9.41% | Reduce -0.2% | 682,611 | $37.3M |
| Peterson Wealth Advisors, LLC | 6.69% | Add +3.0% | 672,749 | $37.1M |
| Royal Bank of Canada | 0.01% | Add +8.7% | 656,615 | $35.9M |
| HHM Wealth Advisors, LLC | 4.33% | Add +3.2% | 581,893 | $31.8M |
| Hills Bank & Trust Co | 2.35% | Add +4.8% | 570,208 | $31.2M |
| MBB Public Markets I LLC | 3.45% | Add +8594.8% | 532,381 | $29.1M |
| 1900 Wealth Management LLC | 2.38% | Add +1.9% | 517,869 | $28.3M |
| Global Retirement Partners, LLC | 0.75% | Reduce -12.7% | 475,513 | $26.0M |
| Independent Advisor Alliance | 0.34% | New | 466,795 | $25.5M |
| Ameriprise Financial Inc. | 0.01% | Add +6.9% | 440,672 | $24.1M |
| Assetmark, Inc. | 0.07% | Reduce -5.4% | 439,175 | $24.0M |
| OneAscent Financial Services LLC | 2.02% | New | 433,993 | $23.7M |
| Equitable Holdings, Inc. | 0.22% | Add +14.1% | 415,752 | $22.7M |
| UBS Group AG | 0.00% | Add +4.6% | 394,369 | $21.6M |
| Crews Bank & Trust | 3.48% | — | 377,412 | $20.6M |
| Corient Private Wealth LP | 0.03% | Add +5.7% | 386,378 | $20.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.89% | Add +6.4% | 373,892 | $20.4M |
| First National Trust Co | 0.76% | Add +7.0% | 368,415 | $20.1M |
| Financial Strategies Group, Inc. | 4.73% | Reduce -0.9% | 364,045 | $19.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +7.6% | 360,572 | $19.7M |
| Reston Wealth Management LLC | 7.30% | Add +1.2% | 358,841 | $19.6M |
| Fifth Third Bancorp | 0.07% | Reduce -2.1% | 357,330 | $19.5M |
| North Star Asset Management Inc. | 0.86% | Reduce -2.8% | 355,123 | $19.4M |
| TLWM | 3.80% | Add +1.4% | 353,627 | $19.3M |
| MML Investors Services, LLC | 0.07% | Add +6.8% | 351,278 | $19.2M |
| Impact Partnership Wealth, LLC | 3.85% | Add +4.3% | 348,431 | $19.1M |
| Summit Trail Advisors, LLC | 0.68% | Add +26.6% | 338,503 | $18.5M |
| St Germain D J Co. Inc. | 0.81% | Add +4.0% | 327,780 | $17.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +198.6% | 322,486 | $17.6M |
| Cahaba Wealth Management, Inc. | 1.43% | Reduce -1.6% | 316,285 | $17.3M |
| Farther Finance Advisors, LLC | 0.62% | Add +32.7% | 312,663 | $17.1M |
| Waverly Advisors, LLC | 0.26% | Add +4.3% | 302,094 | $16.5M |
| Sollinda Capital Management LLC | 4.25% | Reduce -2.9% | 282,460 | $15.4M |
| Citizens & Northern Corp. | 4.20% | Add +0.9% | 280,513 | $15.3M |
| Raymond James Financial Inc. | 0.01% | — | 268,676 | $14.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +187.7% | 266,587 | $14.6M |
| New Perspectives, Inc | 7.64% | Add +1.2% | 260,702 | $14.3M |
| Allworth Financial LP | 0.08% | Add +11.4% | 242,221 | $13.9M |
| Cetera Investment Advisers | 0.03% | Reduce -6.2% | 248,406 | $13.6M |
| Measured Wealth Private Client Group, LLC | 4.34% | Reduce -10.3% | 245,715 | $13.4M |
| Financial Gravity Companies, Inc. | 2.97% | Add +5.0% | 238,028 | $13.0M |
| Geneos Wealth Management Inc. | 0.45% | Add +4.3% | 235,546 | $12.9M |
| Townsquare Capital LLC | 0.14% | Reduce -1.0% | 233,750 | $12.8M |
| Western Wealth Management, LLC | 0.67% | Add +5.5% | 229,951 | $12.6M |
| Louisiana State Employees Retirement System | 0.22% | Add +17.6% | 218,600 | $12.0M |
| Retirement Income Solutions, Inc. | 2.39% | Add +12.1% | 216,775 | $11.9M |
| Alta Wealth Advisors LLC | 5.07% | Add +4.9% | 211,714 | $11.6M |
| Advance Capital Management, Inc. | 0.53% | Add +0.6% | 210,540 | $11.5M |
| Symphony Financial, Ltd. Co. | 1.79% | Add +6.4% | 197,752 | $11.4M |
| Evermay Wealth Management LLC | 1.72% | Add +47.1% | 207,742 | $11.4M |
| Montz Harcus Wealth Management LLC | 6.35% | Add +2.1% | 207,568 | $11.4M |
| WBH Advisory Inc. | 1.05% | Add +2.7% | 206,019 | $11.3M |
| RKL Wealth Management LLC | 1.00% | Add +407.8% | 204,818 | $11.2M |
| NewEdge Advisors, LLC | 0.07% | Add +7.5% | 203,693 | $11.1M |
| Avior Wealth Management, LLC | 0.40% | Add +6.8% | 200,697 | $11.0M |
| Cary Street Partners Financial LLC | 0.35% | — | 197,583 | $10.8M |
| First International Bank & Trust | 3.49% | Add +2.1% | 197,005 | $10.8M |
| Higgins & Schmidt Wealth Strategies LLC | 6.72% | Reduce -11.3% | 196,981 | $10.8M |
| Cascade Financial Partners, LLC | 1.38% | Add +4.1% | 193,238 | $10.6M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +0.1% | 192,161 | $10.5M |
| Wrapmanager Inc. | 2.65% | Add +8.5% | 189,283 | $10.4M |
| Exchange Capital Management, Inc. | 1.64% | Add +18.6% | 188,370 | $10.3M |
| Pinkerton Wealth, LLC | 1.48% | Reduce -11.9% | 186,897 | $10.2M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +0.3% | 186,826 | $10.2M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +0.3% | 186,826 | $10.2M |
| PSI Advisors, LLC | 3.00% | Add +2.1% | 185,071 | $10.1M |
| Park Avenue Securities LLC | 0.10% | Add +5.9% | 184,742 | $10.1M |
| IAG Wealth Partners, LLC | 1.76% | Add +2.3% | 182,901 | $10.0M |
"% 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.