SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q4 2025 (December 31)798holders +65
67new positions
38sold out
2famous investors
$57.96avg. 13F price*
At the end of Q4 2025, 798 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 65 from Q3 2025. 67 opened new positions and 38 sold out. The largest holders were Creative Planning ($5.4B), Betterment LLC ($1.2B) and LPL Financial LLC ($743.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $46.5M |
| Exits | 38 | $168.6M |
All 13F filers, Q3 2025 → Q4 2025: 21,525,690 shares bought and 8,416,482 shares sold, net +13,109,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 798 holders
| Creative Planning | 3.84% | Add +5.3% | 92,668,609 | $5.4B |
| Betterment LLC | 2.33% | Add +5.1% | 21,151,161 | $1.2B |
| LPL Financial LLC | 0.20% | Add +1.4% | 12,844,472 | $743.8M |
| Morgan Stanley | 0.03% | Add +208.0% | 9,824,255 | $568.9M |
| Valmark Advisers, Inc. | 5.03% | Add +3.0% | 7,041,736 | $407.8M |
| Cwm, LLC | 0.56% | Reduce -24.1% | 3,590,731 | $207.9M |
| Texas Permanent School Fund Corp. | 7.93% | Add +0.4% | 2,994,283 | $173.4M |
| AlTi Global, Inc. | 3.71% | Reduce -4.2% | 2,985,544 | $172.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -9.6% | 2,864,656 | $165.9M |
| Facet Wealth, Inc. | 2.71% | Reduce -13.6% | 2,515,602 | $153.3M |
| HighTower Advisors, LLC | 0.13% | Reduce -39.5% | 2,015,678 | $116.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +21.5% | 1,959,117 | $113.5M |
| Bank of America Corp. | 0.01% | Reduce -12.2% | 1,954,792 | $113.2M |
| First Command Advisory Services, Inc. | 0.64% | Add +21.2% | 1,590,578 | $92.1M |
| Mason Street Advisors, LLC | 9.04% | Add +16.5% | 1,587,390 | $91.9M |
| Osaic Holdings, Inc. | 0.13% | Reduce -0.6% | 1,530,807 | $88.7M |
| UBS Group AG | 0.02% | Add +1.8% | 1,459,420 | $84.5M |
| Hancock Prospecting Pty Ltd | 2.51% | No change | 1,410,470 | $81.7M |
| Auto-Owners Insurance Co | 1.62% | Add +27.9% | 1,330,000 | $77.0M |
| Hills Bank & Trust Co | 4.31% | Add +1.9% | 1,278,725 | $74.1M |
| United Capital Financial Advisors, LLC | 0.45% | Add +20.3% | 1,276,484 | $73.9M |
| Wells Fargo & Company | 0.01% | Add +54.1% | 1,208,337 | $70.0M |
| National Bank of Canada | 0.07% | Add +234100.0% | 1,171,000 | $67.8M |
| Cornerstone Wealth Management, LLC | 3.36% | Add +1.6% | 1,115,038 | $64.6M |
| Wealthcare Advisory Partners LLC | 1.27% | Add +4.8% | 1,114,253 | $64.5M |
| AlphaStar Capital Management, LLC | 4.02% | Add +28.1% | 945,434 | $54.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.2% | 906,463 | $52.5M |
| JNBA Financial Advisors | 4.48% | Add +2.8% | 885,173 | $51.3M |
| Koss-Olinger Consulting, LLC | 3.97% | Add +2.0% | 884,396 | $51.2M |
| Vicus Capital | 3.83% | Add +37.0% | 880,602 | $51.0M |
| Private Advisor Group, LLC | 0.24% | Reduce -3.3% | 872,484 | $50.5M |
| Greenleaf Trust | 0.43% | Add +1293.2% | 801,325 | $46.4M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 794,749 | $46.0M |
| HHM Wealth Advisors, LLC | 5.34% | Reduce -3.4% | 781,091 | $45.2M |
| 1900 Wealth Management LLC | 2.76% | Add +7.5% | 743,705 | $43.1M |
| Peterson Wealth Advisors, LLC | 5.68% | Add +0.3% | 735,546 | $42.6M |
| RKL Wealth Management LLC | 3.39% | Add +19.7% | 712,175 | $41.2M |
| Retirement Income Solutions, Inc. | 6.90% | Add +13.7% | 702,621 | $40.7M |
| Blair William & Co. | 0.11% | Add +2.1% | 691,040 | $40.0M |
| Great Valley Advisor Group, Inc. | 0.76% | Add +4.1% | 682,016 | $39.5M |
| Farther Finance Advisors, LLC | 0.42% | Add +14.3% | 669,570 | $38.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +4299.0% | 663,452 | $38.4M |
| Impact Partnership Wealth, LLC | 4.76% | Add +11.0% | 641,279 | $37.1M |
| Composition Wealth, LLC | 0.52% | Add +18.2% | 631,056 | $36.5M |
| Bokf, NA | 0.49% | Reduce -0.8% | 553,900 | $32.1M |
| Atlas Private Wealth Advisors | 7.45% | Add +4.7% | 550,454 | $31.9M |
| Equitable Holdings, Inc. | 0.21% | Add +8.7% | 525,998 | $30.5M |
| Raymond James Financial Inc. | 0.01% | Add +19.5% | 503,960 | $29.2M |
| MML Investors Services, LLC | 0.07% | Add +7.9% | 495,167 | $28.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.3% | 463,832 | $28.0M |
| Oarsman Capital, Inc. | 3.63% | Add +10.2% | 482,998 | $28.0M |
| Corient Private Wealth LP | 0.04% | Add +4.4% | 472,712 | $27.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.95% | Add +5.9% | 470,304 | $27.2M |
| Global Retirement Partners, LLC | 0.48% | Reduce -1.7% | 468,852 | $27.2M |
| Cahaba Wealth Management, Inc. | 1.82% | Add +3.3% | 451,746 | $26.2M |
| St Germain D J Co. Inc. | 1.00% | Add +3.7% | 443,821 | $25.7M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +5.1% | 434,830 | $25.2M |
| Assetmark, Inc. | 0.05% | Reduce -0.9% | 426,437 | $24.7M |
| Financial Strategies Group, Inc. | 4.41% | Add +2.1% | 403,487 | $24.4M |
| Waverly Advisors, LLC | 0.19% | Add +16.5% | 415,474 | $24.1M |
| First National Trust Co | 0.79% | Add +6.3% | 408,831 | $23.7M |
| Integrity Advisory Solutions, LLC | 3.30% | Reduce -2.5% | 396,144 | $22.9M |
| Reston Wealth Management LLC | 6.80% | Add +1.6% | 383,952 | $22.2M |
| RFG Advisory, LLC | 0.42% | Reduce -6.6% | 381,104 | $22.1M |
| Retirement Financial Solutions, LLC | 6.31% | Reduce -0.1% | 371,967 | $21.5M |
| Dakota Wealth Management | 0.37% | Reduce -17.2% | 356,874 | $20.7M |
| Ellenbecker Investment Group | 2.82% | Add +8.9% | 347,320 | $20.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +17.6% | 343,730 | $19.9M |
| Crews Bank & Trust | 2.83% | Reduce -8.8% | 341,144 | $19.8M |
| Savant Capital, LLC | 0.10% | Reduce -18.3% | 315,096 | $18.2M |
| Mariner, LLC | 0.02% | Add +6.1% | 314,417 | $18.2M |
| Geneos Wealth Management Inc. | 0.44% | Add +8.9% | 313,662 | $18.2M |
| Evermay Wealth Management LLC | 1.99% | Add +6.8% | 306,938 | $17.8M |
| Marathon Strategic Advisors, LLC | 13.32% | Add +35.1% | 301,232 | $17.4M |
| Shepherd Financial Partners LLC | 1.62% | Add +4.4% | 301,134 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 292,602 | $17.0M |
| Summit Trail Advisors, LLC | 0.29% | Reduce -2.8% | 291,177 | $16.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -17.9% | 288,069 | $16.7M |
| Financial Gravity Asset Management, Inc. | 3.20% | Add +5.5% | 287,163 | $16.6M |
| New Perspectives, Inc | 5.68% | Add +2.1% | 282,653 | $16.4M |
| Allworth Financial LP | 0.07% | Add +9.0% | 280,873 | $16.3M |
| Gladstone Institutional Advisory LLC | 0.61% | Add +28.6% | 278,812 | $16.1M |
| Penserra Capital Management LLC | 0.19% | Reduce -17.7% | 277,299 | $16.1M |
| Avior Wealth Management, LLC | 0.50% | Add +10.5% | 274,690 | $15.9M |
| Alta Wealth Advisors LLC | 5.31% | Add +5.2% | 274,510 | $15.9M |
| Cetera Investment Advisers | 0.02% | Reduce -18.3% | 266,755 | $15.4M |
| North Star Asset Management Inc. | 0.62% | Reduce -0.2% | 265,483 | $15.4M |
| Coldstream Capital Management Inc. | 0.20% | Reduce -1.6% | 263,580 | $15.3M |
| BlackRock, Inc. | 0.00% | Add +170.1% | 253,906 | $14.7M |
| Lido Advisors, LLC | 0.06% | Add +2.2% | 239,662 | $13.9M |
| Citizens & Northern Corp. | 3.38% | Add +1.4% | 235,643 | $13.6M |
| Montz Harcus Wealth Management LLC | 5.46% | Add +1.2% | 232,656 | $13.5M |
| Bensler, LLC | 1.34% | Add +9.5% | 230,749 | $13.4M |
| Fifth Third Bancorp | 0.04% | Reduce -0.2% | 230,526 | $13.3M |
| Advance Capital Management, Inc. | 0.56% | Add +1.6% | 229,709 | $13.3M |
| JPMorgan Chase & Co. | 0.00% | Add +37.0% | 229,423 | $13.3M |
| Cascade Financial Partners, LLC | 1.34% | Add +1.5% | 228,332 | $13.2M |
| IAG Wealth Partners, LLC | 1.52% | Add +5.9% | 226,396 | $13.1M |
| Focus Partners Wealth | 0.01% | Add +44.9% | 221,964 | $12.9M |
| Park Avenue Securities LLC | 0.11% | Add +8.2% | 218,396 | $12.6M |
"% 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.