SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q1 2025 (March 31)678holders −5
60new positions
61sold out
4famous investors
$51.17avg. 13F price*
At the end of Q1 2025, 678 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, down 5 from Q4 2024. 60 opened new positions and 61 sold out. The largest holders were Creative Planning ($4.1B), Betterment LLC ($915.3M) and LPL Financial LLC ($670.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2025)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $231.0M |
| Exits | 61 | $116.4M |
All 13F filers, Q4 2024 → Q1 2025: 18,166,493 shares bought and 6,760,318 shares sold, net +11,406,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| Creative Planning | 3.86% | Add +4.1% | 80,140,007 | $4.1B |
| Betterment LLC | 2.17% | Reduce -0.3% | 17,884,123 | $915.3M |
| LPL Financial LLC | 0.26% | Add +1.7% | 13,097,106 | $670.3M |
| Cwm, LLC | 1.34% | Add +15.3% | 6,581,942 | $336.9M |
| Valmark Advisers, Inc. | 4.93% | Add +6.2% | 6,369,152 | $326.0M |
| AlTi Global, Inc. | 7.16% | Reduce -1.0% | 5,336,965 | $273.1M |
| Texas Permanent School Fund Corp. | 5.42% | No change | 2,974,252 | $152.2M |
| HighTower Advisors, LLC | 0.21% | Add +5.7% | 2,964,212 | $151.7M |
| Hancock Prospecting Pty Ltd | 5.82% | New | 2,875,190 | $147.2M |
| Morgan Stanley | 0.01% | Add +17.9% | 2,630,669 | $134.6M |
| Facet Wealth, Inc. | 3.28% | Reduce -3.6% | 2,468,196 | $126.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +27.1% | 2,142,220 | $109.6M |
| RFG Advisory, LLC | 2.63% | Add +11.1% | 1,898,736 | $97.2M |
| Bank of America Corp. | 0.01% | Add +29.1% | 1,880,927 | $96.3M |
| Atlas Private Wealth Advisors | 10.47% | Add +12.4% | 1,467,418 | $75.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +345.1% | 1,435,560 | $73.5M |
| Osaic Holdings, Inc. | 0.16% | Add +24.7% | 1,416,177 | $72.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +9.4% | 1,234,174 | $63.2M |
| Private Advisor Group, LLC | 0.36% | Reduce -7.7% | 1,169,904 | $59.9M |
| UBS Group AG | 0.01% | Add +175.7% | 1,087,272 | $55.6M |
| Cornerstone Wealth Management, LLC | 3.60% | Add +4.4% | 1,038,432 | $53.1M |
| First Command Advisory Services, Inc. | 0.47% | Add +17.6% | 954,186 | $48.8M |
| MBB Public Markets I LLC | 5.56% | Add +77.0% | 942,381 | $48.2M |
| Wealthcare Advisory Partners LLC | 1.29% | Add +5.0% | 937,683 | $48.0M |
| Mason Street Advisors, LLC | 6.04% | Add +14.3% | 927,600 | $47.5M |
| Koss-Olinger Consulting, LLC | 3.74% | Add +3.5% | 867,811 | $44.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.5% | 839,124 | $42.9M |
| JNBA Financial Advisors | 4.42% | Add +9.2% | 833,243 | $42.6M |
| HHM Wealth Advisors, LLC | 5.59% | Add +39.5% | 811,832 | $41.5M |
| AlphaStar Capital Management, LLC | 3.87% | Add +9.5% | 751,570 | $38.5M |
| Good Life Advisors, LLC | 2.67% | Add +4.0% | 740,348 | $37.9M |
| Royal Bank of Canada | 0.01% | Add +11.4% | 731,517 | $37.4M |
| Blair William & Co. | 0.11% | Add +0.8% | 691,922 | $35.4M |
| Wells Fargo & Company | 0.01% | Reduce -6.2% | 653,472 | $33.4M |
| Great Valley Advisor Group, Inc. | 0.70% | Reduce -51.3% | 638,790 | $32.7M |
| Peterson Wealth Advisors, LLC | 6.09% | Add +2.0% | 686,382 | $31.5M |
| Savant Capital, LLC | 0.27% | Reduce -32.8% | 615,686 | $31.5M |
| Hills Bank & Trust Co | 2.19% | Add +6.7% | 608,348 | $31.1M |
| 1900 Wealth Management LLC | 2.41% | Add +9.4% | 566,652 | $29.0M |
| Waller Financial Planning Group, Inc. | 8.10% | Reduce -17.4% | 563,585 | $28.8M |
| Sun Life Financial Inc. | 1.59% | New | 490,800 | $25.1M |
| Ameriprise Financial Inc. | 0.01% | Add +10.4% | 486,544 | $24.9M |
| Equitable Holdings, Inc. | 0.23% | Add +15.8% | 481,259 | $24.6M |
| RKL Wealth Management LLC | 2.32% | Add +134.8% | 480,814 | $24.6M |
| Impact Partnership Wealth, LLC | 4.92% | Add +29.2% | 450,222 | $23.0M |
| Assetmark, Inc. | 0.06% | Add +0.3% | 440,678 | $22.6M |
| OneAscent Financial Services LLC | 1.43% | Reduce -1.7% | 426,508 | $21.9M |
| Farther Finance Advisors, LLC | 0.55% | Add +34.5% | 420,487 | $21.6M |
| MML Investors Services, LLC | 0.07% | Add +17.9% | 414,139 | $21.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.92% | Add +6.5% | 398,375 | $20.4M |
| Corient Private Wealth LP | 0.03% | Add +0.6% | 388,816 | $19.9M |
| Fifth Third Bancorp | 0.08% | Add +8.4% | 387,252 | $19.8M |
| United Capital Financial Advisors, LLC | 0.17% | Add +531.7% | 386,651 | $19.8M |
| Crews Bank & Trust | 3.32% | Add +0.7% | 380,046 | $19.5M |
| Retirement Income Solutions, Inc. | 4.03% | Add +73.7% | 376,561 | $19.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +2.4% | 369,053 | $18.9M |
| First National Trust Co | 0.76% | Add +0.0% | 368,515 | $18.9M |
| Reston Wealth Management LLC | 7.41% | Reduce -0.2% | 357,986 | $18.3M |
| St Germain D J Co. Inc. | 0.85% | Add +7.9% | 353,678 | $18.1M |
| TLWM | 3.60% | Reduce -0.5% | 351,963 | $18.0M |
| Auto-Owners Insurance Co | 0.47% | Reduce -77.6% | 298,293 | $17.8M |
| Financial Strategies Group, Inc. | 4.20% | Add +1.1% | 368,091 | $17.7M |
| Waverly Advisors, LLC | 0.21% | Add +11.7% | 337,327 | $17.3M |
| Summit Trail Advisors, LLC | 0.56% | Reduce -1.2% | 334,521 | $17.1M |
| Cahaba Wealth Management, Inc. | 1.37% | Add +2.1% | 323,004 | $16.5M |
| North Star Asset Management Inc. | 0.74% | Reduce -10.8% | 316,583 | $16.2M |
| Raymond James Financial Inc. | 0.01% | Add +14.2% | 306,746 | $15.7M |
| Penserra Capital Management LLC | 0.27% | New | 294,175 | $15.1M |
| Citizens & Northern Corp. | 4.20% | Add +3.8% | 291,195 | $14.9M |
| Mariner, LLC | 0.02% | Add +57.0% | 278,442 | $14.2M |
| Shepherd Financial Partners LLC | 1.65% | Add +2554.5% | 275,302 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +10.5% | 274,401 | $14.0M |
| New Perspectives, Inc | 7.36% | Add +3.4% | 269,465 | $13.8M |
| Sollinda Capital Management LLC | 3.82% | Reduce -5.0% | 268,182 | $13.7M |
| Financial Gravity Asset Management, Inc. | 2.95% | — | 263,872 | $13.5M |
| Geneos Wealth Management Inc. | 0.44% | Add +10.1% | 259,369 | $13.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.9% | 258,962 | $13.3M |
| Advisor Resource Council | 1.00% | New | 243,713 | $12.4M |
| Evermay Wealth Management LLC | 1.60% | Add +14.9% | 238,636 | $12.2M |
| Ellenbecker Investment Group | 2.20% | Add +82.8% | 238,402 | $12.2M |
| Townsquare Capital LLC | 0.13% | Add +1.1% | 236,256 | $12.1M |
| Dakota Wealth Management | 0.27% | Add +249.5% | 227,117 | $11.6M |
| Alta Wealth Advisors LLC | 5.10% | Add +2.6% | 217,241 | $11.1M |
| Advance Capital Management, Inc. | 0.53% | Add +2.8% | 216,493 | $11.1M |
| Montz Harcus Wealth Management LLC | 5.99% | Add +3.3% | 214,334 | $11.0M |
| Avior Wealth Management, LLC | 0.41% | Add +6.1% | 213,024 | $10.9M |
| WBH Advisory Inc. | 1.00% | Add +2.0% | 210,152 | $10.8M |
| Allworth Financial LP | 0.06% | Reduce -11.6% | 214,058 | $10.7M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +8.2% | 207,836 | $10.6M |
| Cary Street Partners Financial LLC | 0.33% | Add +4.9% | 207,199 | $10.6M |
| Exchange Capital Management, Inc. | 1.71% | Add +9.3% | 205,914 | $10.5M |
| Higgins & Schmidt Wealth Strategies LLC | 6.18% | Add +3.8% | 204,407 | $10.5M |
| Syntegra Private Wealth Group, LLC | 1.22% | Add +19.9% | 203,085 | $10.4M |
| Cascade Financial Partners, LLC | 1.31% | Add +5.0% | 202,996 | $10.4M |
| IAG Wealth Partners, LLC | 1.56% | Add +7.5% | 196,673 | $10.1M |
| Louisiana State Employees Retirement System | 0.20% | Reduce -10.3% | 196,100 | $10.0M |
| Gladstone Institutional Advisory LLC | 0.46% | Add +39.9% | 194,501 | $10.0M |
| Wrapmanager Inc. | 2.61% | Add +2.6% | 194,255 | $9.9M |
| PSI Advisors, LLC | 3.20% | Add +3.7% | 191,919 | $9.8M |
| Western Wealth Management, LLC | 0.65% | Reduce -16.9% | 191,098 | $9.8M |
"% 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.