SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q2 2025 (June 30)724holders +46
87new positions
48sold out
4famous investors
$54.40avg. 13F price*
At the end of Q2 2025, 724 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 46 from Q1 2025. 87 opened new positions and 48 sold out. The largest holders were Creative Planning ($4.5B), Betterment LLC ($1.0B) and LPL Financial LLC ($688.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $159.5M |
| Exits | 48 | $136.9M |
All 13F filers, Q1 2025 → Q2 2025: 16,798,149 shares bought and 11,512,502 shares sold, net +5,285,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 724 holders
| Creative Planning | 3.86% | Add +3.6% | 83,062,157 | $4.5B |
| Betterment LLC | 2.22% | Add +7.1% | 19,155,647 | $1.0B |
| LPL Financial LLC | 0.23% | Reduce -3.3% | 12,667,377 | $688.9M |
| Valmark Advisers, Inc. | 5.04% | Add +4.3% | 6,643,917 | $361.3M |
| Cwm, LLC | 0.90% | Reduce -28.7% | 4,694,872 | $255.3M |
| AlTi Global, Inc. | 5.05% | Reduce -30.6% | 3,702,113 | $201.3M |
| HighTower Advisors, LLC | 0.22% | Add +8.2% | 3,206,368 | $174.4M |
| Texas Permanent School Fund Corp. | 5.45% | Add +0.3% | 2,982,043 | $162.2M |
| Morgan Stanley | 0.01% | Add +13.2% | 2,978,616 | $162.0M |
| Hancock Prospecting Pty Ltd | 4.97% | No change | 2,875,190 | $156.4M |
| Facet Wealth, Inc. | 3.42% | Add +10.4% | 2,726,120 | $150.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +25.9% | 2,698,043 | $146.7M |
| Bank of America Corp. | 0.01% | Reduce -0.5% | 1,871,221 | $101.8M |
| Exchange Traded Concepts, LLC | 1.20% | New | 1,731,058 | $94.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +25.6% | 1,549,804 | $84.3M |
| Osaic Holdings, Inc. | 0.14% | Add +1.9% | 1,443,554 | $78.3M |
| UBS Group AG | 0.02% | Add +32.0% | 1,434,897 | $78.0M |
| Atlas Private Wealth Advisors | 9.96% | Reduce -3.0% | 1,423,120 | $77.4M |
| Hills Bank & Trust Co | 4.10% | Add +96.5% | 1,195,251 | $65.0M |
| First Command Advisory Services, Inc. | 0.53% | Add +19.4% | 1,139,430 | $62.0M |
| Cornerstone Wealth Management, LLC | 3.54% | Add +3.3% | 1,072,776 | $58.3M |
| Auto-Owners Insurance Co | 1.26% | Add +248.7% | 1,040,000 | $56.6M |
| Wealthcare Advisory Partners LLC | 1.28% | Add +10.1% | 1,031,994 | $56.1M |
| Farther Finance Advisors, LLC | 1.06% | Add +130.9% | 971,121 | $52.8M |
| Mason Street Advisors, LLC | 5.90% | No change | 927,600 | $50.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -37.1% | 903,143 | $49.1M |
| Private Advisor Group, LLC | 0.26% | Reduce -23.4% | 896,715 | $48.8M |
| Koss-Olinger Consulting, LLC | 3.90% | Add +0.8% | 874,665 | $47.6M |
| HHM Wealth Advisors, LLC | 5.56% | Add +6.0% | 860,852 | $46.8M |
| JNBA Financial Advisors | 4.33% | Reduce -0.7% | 827,232 | $45.0M |
| United Capital Financial Advisors, LLC | 0.36% | Add +111.1% | 816,324 | $44.4M |
| Good Life Advisors, LLC | 2.76% | Add +9.5% | 810,600 | $44.1M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 759,881 | $41.3M |
| AlphaStar Capital Management, LLC | 2.76% | Reduce -4.1% | 720,474 | $39.2M |
| Peterson Wealth Advisors, LLC | 6.25% | Add +1.5% | 696,729 | $37.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -19.7% | 673,664 | $37.7M |
| Blair William & Co. | 0.10% | Reduce -1.4% | 681,911 | $37.1M |
| Waller Financial Planning Group, Inc. | 8.78% | Add +18.6% | 668,292 | $36.3M |
| Great Valley Advisor Group, Inc. | 0.77% | Reduce -0.1% | 638,392 | $34.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.4% | 637,637 | $34.7M |
| Thrivent Financial for Lutherans | 0.08% | Add +3714.4% | 627,323 | $34.1M |
| 1900 Wealth Management LLC | 2.58% | Add +10.6% | 626,762 | $34.1M |
| Retirement Income Solutions, Inc. | 6.03% | Add +60.4% | 603,915 | $32.8M |
| RFG Advisory, LLC | 0.74% | Reduce -69.7% | 576,157 | $31.3M |
| Bokf, NA | 0.50% | Add +368.4% | 564,777 | $30.7M |
| RKL Wealth Management LLC | 2.65% | Add +15.3% | 554,543 | $30.2M |
| Equitable Holdings, Inc. | 0.23% | Add +7.1% | 515,423 | $28.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 509,894 | $27.7M |
| Impact Partnership Wealth, LLC | 4.92% | Add +8.9% | 490,448 | $26.7M |
| Global Retirement Partners, LLC | 0.64% | — | 474,386 | $25.8M |
| MML Investors Services, LLC | 0.07% | Add +11.2% | 460,627 | $25.0M |
| Savant Capital, LLC | 0.18% | Reduce -25.4% | 459,558 | $25.0M |
| Assetmark, Inc. | 0.06% | Add +0.4% | 442,486 | $24.1M |
| OneAscent Financial Services LLC | 1.71% | Add +1.8% | 434,356 | $23.9M |
| Cahaba Wealth Management, Inc. | 1.83% | Add +34.3% | 433,645 | $23.6M |
| Corient Private Wealth LP | 0.03% | Add +8.9% | 423,452 | $23.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.88% | Add +5.5% | 420,465 | $22.9M |
| Crews Bank & Trust | 3.42% | Add +5.0% | 399,113 | $21.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +7.9% | 398,243 | $21.7M |
| St Germain D J Co. Inc. | 0.93% | Add +12.1% | 396,454 | $21.6M |
| Financial Strategies Group, Inc. | 4.46% | Add +4.4% | 384,152 | $21.4M |
| Reston Wealth Management LLC | 7.20% | Add +5.6% | 377,916 | $20.6M |
| First National Trust Co | 0.74% | Reduce -1.2% | 364,101 | $19.8M |
| Waverly Advisors, LLC | 0.21% | Add +5.1% | 354,542 | $19.3M |
| Dakota Wealth Management | 0.40% | Add +53.1% | 347,726 | $18.9M |
| Summit Trail Advisors, LLC | 0.29% | Reduce -7.5% | 309,465 | $16.8M |
| Mariner, LLC | 0.02% | Add +9.8% | 305,646 | $16.6M |
| Penserra Capital Management LLC | 0.23% | Add +2.6% | 301,825 | $16.4M |
| Ellenbecker Investment Group | 2.59% | Add +23.7% | 294,863 | $16.0M |
| Cetera Investment Advisers | 0.03% | Add +5.3% | 289,056 | $15.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +10.4% | 285,956 | $15.6M |
| Financial Gravity Companies, Inc. | 3.03% | — | 283,724 | $15.4M |
| Shepherd Financial Partners LLC | 1.62% | Add +2.4% | 281,857 | $15.3M |
| Geneos Wealth Management Inc. | 0.37% | Add +8.1% | 280,444 | $15.3M |
| New Perspectives, Inc | 7.33% | Add +1.1% | 272,527 | $14.8M |
| Evermay Wealth Management LLC | 1.80% | Add +12.8% | 269,232 | $14.6M |
| North Star Asset Management Inc. | 0.61% | Reduce -16.5% | 264,422 | $14.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.2% | 260,228 | $14.2M |
| Coldstream Capital Management Inc. | 0.23% | Add +2118.3% | 259,226 | $14.1M |
| Allworth Financial LP | 0.06% | Add +8.9% | 233,079 | $12.7M |
| Citizens & Northern Corp. | 3.38% | Reduce -20.3% | 232,206 | $12.6M |
| Alta Wealth Advisors LLC | 5.95% | Add +6.7% | 231,724 | $12.6M |
| Cascade Financial Partners, LLC | 1.48% | Add +11.4% | 226,236 | $12.3M |
| Fifth Third Bancorp | 0.04% | Reduce -42.0% | 224,694 | $12.2M |
| Montz Harcus Wealth Management LLC | 5.88% | Add +4.6% | 224,188 | $12.2M |
| Avior Wealth Management, LLC | 0.42% | Add +4.5% | 222,675 | $12.1M |
| Exchange Capital Management, Inc. | 1.81% | Add +8.1% | 222,550 | $12.1M |
| Advance Capital Management, Inc. | 0.54% | Add +0.3% | 217,114 | $11.8M |
| Wrapmanager Inc. | 2.85% | Add +10.9% | 215,375 | $11.7M |
| WBH Advisory Inc. | 0.96% | Reduce -1.2% | 207,691 | $11.3M |
| Moneta Group Investment Advisors LLC | 0.13% | Reduce -0.9% | 206,025 | $11.2M |
| IAG Wealth Partners, LLC | 1.48% | Add +4.3% | 205,089 | $11.2M |
| Oarsman Capital, Inc. | 1.74% | Add +36.4% | 204,449 | $11.1M |
| Higgins & Schmidt Wealth Strategies LLC | 6.13% | Reduce -0.4% | 203,681 | $11.1M |
| Gladstone Institutional Advisory LLC | 0.45% | Add +3.9% | 202,056 | $11.0M |
| Bensler, LLC | 1.22% | Add +6.2% | 200,770 | $10.9M |
| Park Avenue Securities LLC | 0.10% | Add +2.5% | 194,442 | $10.6M |
| PSI Advisors, LLC | 5.24% | Add +0.8% | 193,557 | $10.5M |
| Marathon Strategic Advisors, LLC | 9.78% | Add +20.2% | 193,545 | $10.5M |
| Western Wealth Management, LLC | 0.62% | Add +0.0% | 191,124 | $10.4M |
"% 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.