SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q3 2025 (September 30)733holders +9
69new positions
47sold out
2famous investors
$57.18avg. 13F price*
At the end of Q3 2025, 733 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 9 from Q2 2025. 69 opened new positions and 47 sold out. The largest holders were Creative Planning ($5.0B), Betterment LLC ($1.2B) and LPL Financial LLC ($724.6M). 2 famous investors held it, including 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 (Q3 2025)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $129.4M |
| Exits | 47 | $26.3M |
All 13F filers, Q2 2025 → Q3 2025: 14,916,355 shares bought and 6,233,867 shares sold, net +8,682,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 733 holders
| Creative Planning | 3.84% | Add +5.9% | 87,966,062 | $5.0B |
| Betterment LLC | 2.27% | Add +5.1% | 20,126,277 | $1.2B |
| LPL Financial LLC | 0.21% | Add +0.0% | 12,670,561 | $724.6M |
| Valmark Advisers, Inc. | 5.06% | Add +2.9% | 6,837,085 | $391.0M |
| Cwm, LLC | 0.81% | Add +0.7% | 4,728,484 | $270.4M |
| HighTower Advisors, LLC | 0.22% | Add +3.9% | 3,332,046 | $190.6M |
| Morgan Stanley | 0.01% | Add +7.1% | 3,189,962 | $182.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +17.5% | 3,169,751 | $181.3M |
| AlTi Global, Inc. | 4.18% | Reduce -15.8% | 3,116,050 | $178.2M |
| Texas Permanent School Fund Corp. | 5.56% | No change | 2,982,043 | $170.5M |
| Facet Wealth, Inc. | 3.44% | Add +6.8% | 2,910,476 | $166.5M |
| Bank of America Corp. | 0.01% | Add +18.9% | 2,225,528 | $127.3M |
| Exchange Traded Concepts, LLC | 1.03% | Add +8.7% | 1,881,210 | $107.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +4.0% | 1,612,602 | $92.2M |
| Osaic Holdings, Inc. | 0.12% | Add +6.7% | 1,539,681 | $88.0M |
| UBS Group AG | 0.02% | Reduce -0.1% | 1,433,358 | $82.0M |
| Hancock Prospecting Pty Ltd | 2.63% | Reduce -50.9% | 1,410,470 | $80.7M |
| Mason Street Advisors, LLC | 8.07% | Add +46.9% | 1,362,200 | $77.9M |
| First Command Advisory Services, Inc. | 0.54% | Add +15.2% | 1,312,025 | $75.0M |
| Hills Bank & Trust Co | 4.22% | Add +5.0% | 1,255,132 | $71.8M |
| Cornerstone Wealth Management, LLC | 3.47% | Add +2.3% | 1,097,029 | $62.7M |
| Wealthcare Advisory Partners LLC | 1.27% | Add +3.0% | 1,063,336 | $60.8M |
| United Capital Financial Advisors, LLC | 0.44% | Add +29.9% | 1,060,708 | $60.7M |
| Auto-Owners Insurance Co | 1.54% | No change | 1,040,000 | $59.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.5% | 908,047 | $51.9M |
| Private Advisor Group, LLC | 0.25% | Add +0.6% | 902,116 | $51.6M |
| JNBA Financial Advisors | 4.47% | Add +4.1% | 860,987 | $49.2M |
| Koss-Olinger Consulting, LLC | 3.90% | Reduce -0.8% | 867,326 | $47.2M |
| HHM Wealth Advisors, LLC | 5.35% | Reduce -6.0% | 808,880 | $46.3M |
| Wells Fargo & Company | 0.01% | Add +22.9% | 783,980 | $44.8M |
| Royal Bank of Canada | 0.01% | Add +0.8% | 766,126 | $43.8M |
| AlphaStar Capital Management, LLC | 3.64% | Add +2.4% | 738,027 | $42.2M |
| Peterson Wealth Advisors, LLC | 6.27% | Add +5.3% | 733,679 | $41.9M |
| 1900 Wealth Management LLC | 2.68% | Add +10.4% | 691,808 | $39.6M |
| Waller Financial Planning Group, Inc. | 8.92% | Add +1.7% | 679,846 | $38.9M |
| Blair William & Co. | 0.10% | Reduce -0.7% | 676,940 | $38.7M |
| Great Valley Advisor Group, Inc. | 0.75% | Add +2.7% | 655,367 | $37.5M |
| Vicus Capital | 2.81% | Add +4002.1% | 642,672 | $36.8M |
| Retirement Income Solutions, Inc. | 6.04% | Add +2.4% | 618,083 | $35.3M |
| RKL Wealth Management LLC | 2.90% | Add +7.3% | 594,975 | $34.0M |
| Farther Finance Advisors, LLC | 0.51% | Reduce -39.7% | 585,859 | $33.5M |
| Impact Partnership Wealth, LLC | 4.91% | Add +17.8% | 577,911 | $33.1M |
| Bokf, NA | 0.48% | Reduce -1.1% | 558,431 | $31.9M |
| Composition Wealth, LLC | 0.46% | New | 533,768 | $30.5M |
| Atlas Private Wealth Advisors | 7.36% | Reduce -63.1% | 525,712 | $30.1M |
| Equitable Holdings, Inc. | 0.20% | Reduce -6.2% | 483,731 | $27.7M |
| Global Retirement Partners, LLC | 0.61% | Add +0.6% | 477,131 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -29.5% | 474,863 | $27.1M |
| MML Investors Services, LLC | 0.07% | Reduce -0.4% | 458,861 | $26.2M |
| Corient Private Wealth LP | 0.04% | Add +7.0% | 452,918 | $25.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.87% | Add +5.6% | 443,919 | $25.4M |
| Oarsman Capital, Inc. | 3.52% | Add +114.4% | 438,325 | $25.1M |
| Cahaba Wealth Management, Inc. | 1.81% | Add +0.9% | 437,504 | $25.0M |
| Dakota Wealth Management | 0.50% | Add +24.0% | 431,190 | $24.7M |
| Assetmark, Inc. | 0.05% | Reduce -2.7% | 430,417 | $24.6M |
| St Germain D J Co. Inc. | 0.98% | Add +7.9% | 427,884 | $24.5M |
| Raymond James Financial Inc. | 0.01% | Add +62.1% | 421,749 | $24.1M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +3.9% | 413,728 | $23.7M |
| RFG Advisory, LLC | 0.48% | Reduce -29.2% | 408,146 | $23.3M |
| Mach-1 Financial Group, LLC | 3.71% | New | 406,116 | $23.2M |
| Integrity Advisory Solutions, LLC | 3.71% | — | 406,116 | $23.2M |
| Financial Strategies Group, Inc. | 4.28% | Add +2.8% | 395,070 | $22.5M |
| OneAscent Financial Services LLC | 1.49% | Reduce -10.0% | 390,903 | $22.4M |
| Savant Capital, LLC | 0.13% | Reduce -16.1% | 385,751 | $22.1M |
| First National Trust Co | 0.75% | Add +5.7% | 384,664 | $22.0M |
| Reston Wealth Management LLC | 6.98% | Add +0.0% | 378,032 | $21.6M |
| Crews Bank & Trust | 3.13% | Reduce -6.3% | 374,141 | $21.4M |
| Retirement Financial Solutions, LLC | 6.66% | New | 372,319 | $21.3M |
| Waverly Advisors, LLC | 0.20% | Add +0.6% | 356,640 | $20.4M |
| BNP Paribas Financial Markets | 0.02% | Add +1132058.1% | 350,969 | $20.1M |
| Penserra Capital Management LLC | 0.23% | Add +11.7% | 337,092 | $19.3M |
| Cetera Investment Advisers | 0.02% | Add +13.0% | 326,538 | $18.7M |
| Ellenbecker Investment Group | 2.70% | Add +8.2% | 319,006 | $18.2M |
| Abich Financial Wealth Management LLC | 6.42% | — | 315,310 | $18.0M |
| Summit Trail Advisors, LLC | 0.24% | Reduce -3.2% | 299,577 | $17.1M |
| Mariner, LLC | 0.02% | Reduce -3.1% | 296,302 | $16.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.2% | 292,307 | $16.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -43.0% | 290,768 | $16.6M |
| Shepherd Financial Partners LLC | 1.57% | Add +2.3% | 288,393 | $16.5M |
| Geneos Wealth Management Inc. | 0.42% | Add +2.7% | 287,984 | $16.5M |
| Evermay Wealth Management LLC | 1.88% | Add +6.7% | 287,385 | $16.4M |
| New Perspectives, Inc | 7.09% | Add +1.6% | 276,816 | $15.8M |
| Financial Gravity Asset Management, Inc. | 3.07% | — | 272,173 | $15.6M |
| Coldstream Capital Management Inc. | 0.21% | Add +3.4% | 267,898 | $15.3M |
| North Star Asset Management Inc. | 0.62% | Add +0.6% | 265,978 | $15.2M |
| Alta Wealth Advisors LLC | 5.35% | Add +12.6% | 260,986 | $14.9M |
| Allworth Financial LP | 0.07% | Add +10.5% | 257,632 | $14.7M |
| Avior Wealth Management, LLC | 0.46% | Add +11.7% | 248,611 | $14.2M |
| Lido Advisors, LLC | 0.06% | Add +6025.3% | 234,476 | $13.4M |
| Citizens & Northern Corp. | 3.29% | Add +0.1% | 232,382 | $13.3M |
| Fifth Third Bancorp | 0.04% | Add +2.8% | 230,892 | $13.2M |
| Montz Harcus Wealth Management LLC | 5.74% | Add +2.5% | 229,796 | $13.1M |
| Advance Capital Management, Inc. | 0.56% | Add +4.2% | 226,160 | $12.9M |
| Cascade Financial Partners, LLC | 1.48% | Reduce -0.5% | 225,055 | $12.9M |
| Marathon Strategic Advisors, LLC | 10.21% | Add +15.2% | 222,953 | $12.8M |
| Gladstone Institutional Advisory LLC | 0.48% | Add +7.3% | 216,835 | $12.4M |
| IAG Wealth Partners, LLC | 1.47% | Add +4.2% | 213,763 | $12.2M |
| Bensler, LLC | 1.25% | Add +5.0% | 210,796 | $12.1M |
| WBH Advisory Inc. | 0.92% | Add +1.4% | 210,525 | $12.0M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +1.3% | 208,771 | $11.9M |
"% 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.