SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q1 2026 (March 31)815holders +17
74new positions
53sold out
3famous investors
$59.25avg. 13F price*
At the end of Q1 2026, 815 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 17 from Q4 2025. 74 opened new positions and 53 sold out. The largest holders were Creative Planning ($5.7B), Betterment LLC ($1.2B) and LPL Financial LLC ($761.1M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 (Q1 2026)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $93.2M |
| Exits | 53 | $35.6M |
All 13F filers, Q4 2025 → Q1 2026: 16,566,107 shares bought and 14,674,093 shares sold, net +1,892,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 815 holders
| Creative Planning | 3.88% | Add +4.3% | 96,641,159 | $5.7B |
| Betterment LLC | 2.27% | Reduce -4.5% | 20,199,297 | $1.2B |
| LPL Financial LLC | 0.20% | Add +0.1% | 12,852,544 | $761.1M |
| Valmark Advisers, Inc. | 5.08% | Add +2.5% | 7,215,287 | $427.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +44.8% | 4,147,870 | $245.6M |
| UBS Group AG | 0.04% | Add +163.0% | 3,838,500 | $227.3M |
| Morgan Stanley | 0.01% | Reduce -61.3% | 3,797,715 | $224.9M |
| AlTi Global, Inc. | 3.63% | Reduce -5.4% | 2,823,459 | $167.2M |
| Facet Wealth, Inc. | 2.65% | Add +2.7% | 2,584,146 | $153.0M |
| Cwm, LLC | 0.35% | Reduce -37.0% | 2,263,455 | $134.0M |
| HighTower Advisors, LLC | 0.13% | Reduce -0.9% | 1,996,959 | $118.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -0.5% | 1,948,480 | $115.4M |
| Bank of America Corp. | 0.01% | Reduce -1.2% | 1,931,806 | $114.4M |
| First Command Advisory Services, Inc. | 0.73% | Add +14.9% | 1,827,743 | $108.2M |
| Mason Street Advisors, LLC | 9.04% | Reduce -1.6% | 1,561,969 | $92.5M |
| Wells Fargo & Company | 0.02% | Add +19.5% | 1,444,297 | $85.5M |
| United Capital Financial Advisors, LLC | 0.52% | Add +12.3% | 1,434,068 | $84.9M |
| Hancock Prospecting Pty Ltd | 2.51% | No change | 1,410,470 | $83.5M |
| Osaic Holdings, Inc. | 0.12% | Reduce -11.7% | 1,351,739 | $80.1M |
| Auto-Owners Insurance Co | 1.65% | No change | 1,330,000 | $78.7M |
| Hills Bank & Trust Co | 3.70% | Add +1.2% | 1,293,637 | $76.6M |
| Wealthcare Advisory Partners LLC | 1.36% | Add +6.1% | 1,182,205 | $70.0M |
| Cornerstone Wealth Management, LLC | 3.31% | Add +0.1% | 1,116,124 | $66.1M |
| Koss-Olinger Consulting, LLC | 5.28% | Add +20.2% | 1,063,343 | $63.0M |
| Raymond James Financial Inc. | 0.02% | Add +108.1% | 1,048,799 | $62.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.6% | 921,272 | $54.6M |
| Vicus Capital | 3.99% | Add +4.0% | 916,169 | $54.3M |
| Greenleaf Trust | 0.52% | Add +12.5% | 901,608 | $53.4M |
| Royal Bank of Canada | 0.01% | Add +8.9% | 865,545 | $51.3M |
| JNBA Financial Advisors | 4.20% | Reduce -3.8% | 851,280 | $50.4M |
| Private Advisor Group, LLC | 0.23% | Reduce -3.0% | 846,222 | $50.1M |
| Blair William & Co. | 0.14% | Add +21.4% | 838,805 | $49.7M |
| Bokf, NA | 0.75% | Add +49.0% | 825,398 | $48.9M |
| HHM Wealth Advisors, LLC | 5.56% | Add +4.3% | 814,372 | $48.2M |
| AlphaStar Capital Management, LLC | 3.53% | Reduce -14.6% | 807,648 | $47.8M |
| Farther Finance Advisors, LLC | 0.45% | Add +19.0% | 797,017 | $47.6M |
| 1900 Wealth Management LLC | 2.88% | Add +1.8% | 756,760 | $44.8M |
| Composition Wealth, LLC | 0.61% | Add +17.8% | 743,651 | $44.0M |
| Great Valley Advisor Group, Inc. | 0.79% | Add +8.2% | 737,838 | $43.7M |
| Peterson Wealth Advisors, LLC | 5.76% | Reduce -0.7% | 730,796 | $43.3M |
| Retirement Income Solutions, Inc. | 7.26% | Add +2.1% | 717,188 | $42.5M |
| RKL Wealth Management LLC | 3.62% | Reduce -4.6% | 679,439 | $40.2M |
| Impact Partnership Wealth, LLC | 4.73% | Add +0.8% | 646,479 | $38.3M |
| Equitable Holdings, Inc. | 0.23% | Add +16.6% | 613,104 | $35.5M |
| Oarsman Capital, Inc. | 4.34% | Add +22.2% | 590,328 | $35.0M |
| National Bank of Canada | 0.03% | Reduce -51.3% | 570,200 | $33.8M |
| Atlas Private Wealth Advisors | 7.67% | Reduce -0.0% | 550,238 | $32.6M |
| Texas Permanent School Fund Corp. | 1.14% | Reduce -82.6% | 521,398 | $30.9M |
| BlackRock, Inc. | 0.00% | Add +100.2% | 508,210 | $30.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | Add +6.2% | 499,427 | $29.6M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Add +9.9% | 477,927 | $28.3M |
| TSG Advice Partners, LLC | 4.22% | Add +2502.0% | 476,138 | $28.2M |
| Cahaba Wealth Management, Inc. | 1.89% | Add +4.0% | 470,043 | $27.8M |
| Corient Private Wealth LP | 0.04% | Add +1.7% | 480,568 | $27.8M |
| Waverly Advisors, LLC | 0.21% | Add +12.4% | 467,052 | $27.7M |
| Financial Strategies Group, Inc. | 4.59% | Add +6.5% | 429,850 | $27.5M |
| MML Investors Services, LLC | 0.08% | Reduce -6.7% | 461,977 | $27.4M |
| Assetmark, Inc. | 0.05% | Add +3.9% | 443,169 | $26.2M |
| St Germain D J Co. Inc. | 0.99% | Reduce -4.9% | 422,062 | $25.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +10.0% | 510,122 | $24.6M |
| First National Trust Co | 0.82% | Reduce -0.5% | 406,826 | $24.1M |
| Penserra Capital Management LLC | 0.28% | Add +46.6% | 406,468 | $24.1M |
| Integrity Advisory Solutions, LLC | 3.16% | Add +2.0% | 404,179 | $23.9M |
| Dakota Wealth Management | 0.52% | Add +12.9% | 402,793 | $23.9M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -39.6% | 400,690 | $23.7M |
| Sun Life Financial Inc. | 1.34% | New | 398,410 | $23.6M |
| Cerity Partners LLC | 0.03% | Add +168.5% | 387,471 | $22.9M |
| OneAscent Financial Services LLC | 1.24% | New | 386,070 | $22.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +11.7% | 384,005 | $22.7M |
| Ellenbecker Investment Group | 3.05% | Add +9.9% | 381,732 | $22.6M |
| Octavia Wealth Advisors, LLC | 2.07% | Add +89.6% | 364,922 | $21.6M |
| AQR Capital Management | 0.01% | Add +94.7% | 363,390 | $21.5M |
| RFG Advisory, LLC | 0.38% | Reduce -8.7% | 347,950 | $20.6M |
| Reston Wealth Management LLC | 6.21% | Reduce -10.9% | 342,090 | $20.3M |
| Independent Advisor Alliance | 0.21% | Add +543.8% | 337,421 | $20.0M |
| Evermay Wealth Management LLC | 2.17% | Add +7.9% | 331,194 | $19.6M |
| Crews Bank & Trust | 2.82% | Reduce -3.8% | 328,133 | $19.4M |
| Marathon Strategic Advisors, LLC | 13.91% | Add +8.5% | 326,708 | $19.3M |
| Geneos Wealth Management Inc. | 0.45% | Add +4.0% | 326,197 | $19.3M |
| Mariner, LLC | 0.02% | Reduce -3.2% | 304,418 | $18.0M |
| Savant Capital, LLC | 0.09% | Reduce -4.5% | 301,052 | $17.8M |
| Allworth Financial LP | 0.07% | Add +7.1% | 300,883 | $17.8M |
| Financial Gravity Asset Management, Inc. | 3.16% | Add +4.2% | 299,322 | $17.7M |
| Shepherd Financial Partners LLC | 1.66% | Reduce -1.8% | 295,835 | $17.5M |
| Alta Wealth Advisors LLC | 5.67% | Add +7.3% | 294,650 | $17.4M |
| New Perspectives, Inc | 6.00% | Add +3.5% | 292,424 | $17.3M |
| CIBC Bancorp USA Inc. | 0.02% | — | 291,283 | $17.2M |
| Avior Wealth Management, LLC | 0.48% | Add +4.3% | 286,401 | $17.0M |
| Gladstone Institutional Advisory LLC | 0.63% | Add +2.7% | 286,365 | $17.0M |
| Fifth Third Bancorp | 0.03% | Add +23.1% | 283,790 | $16.8M |
| Summit Trail Advisors, LLC | 0.23% | Reduce -5.1% | 276,328 | $16.4M |
| Cetera Investment Advisers | 0.02% | Add +2.9% | 274,600 | $16.3M |
| JPMorgan Chase & Co. | 0.00% | Add +22.9% | 282,079 | $16.2M |
| Coldstream Capital Management Inc. | 0.20% | Add +1.9% | 268,701 | $15.9M |
| Venture Visionary Partners LLC | 0.52% | Add +2594.1% | 265,472 | $15.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.9% | 260,723 | $15.4M |
| Lido Advisors, LLC | 0.06% | Add +6.7% | 255,766 | $15.1M |
| North Star Asset Management Inc. | 0.66% | Reduce -3.9% | 255,038 | $15.1M |
| Montz Harcus Wealth Management LLC | 5.74% | Add +3.2% | 240,095 | $14.2M |
| Citizens & Northern Corp. | 3.52% | Add +1.2% | 238,467 | $14.1M |
"% 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.