SPDR PORTFOLIO S&P 400 MID C (SPMD) Institutional Shareholders
SPDR PORTFOLIO S&P 400 MID C (SPMD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.95B in SPMD holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of SPMD tracked by InsiderSet, reporting ownership valued at approximately $5.72B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.38B, representing an estimated gain of +11.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed SPMD value among the investors covered in this analysis. Major shareholders include Creative Planning, Lpl Financial Llc, Valmark Advisers, Inc., and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO S&P 400 MID C (SPMD).
This page ranks the largest institutional SPMD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
822
Total Reported Value
$12.95B
Largest Holder
Creative Planning
Largest Position
$5.72B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 3.88% | 96,641,159 | $5,723,089,476 | $6,381,215,729 | +$658,126,253 | +11.50% | |
| Lpl Financial Llc | 0.20% | 12,852,544 | $761,127,616 | $848,653,480 | +$87,525,864 | +11.50% | |
| Valmark Advisers, Inc. | 5.08% | 7,215,287 | $427,289,311 | $476,425,401 | +$49,136,090 | +11.50% | |
| Envestnet Asset Management Inc | 0.07% | 4,147,870 | $245,636,836 | $273,883,856 | +$28,247,020 | +11.50% | |
| Ubs Group Ag | 0.04% | 3,838,500 | $227,315,970 | $253,456,155 | +$26,140,185 | +11.50% | |
| Morgan Stanley | 0.01% | 3,797,715 | $224,900,822 | $250,763,121 | +$25,862,299 | +11.50% | |
| Facet Wealth, Inc. | 2.55% | 2,636,343 | $178,111,322 | $174,077,728 | -$4,033,594 | -2.26% | |
| Alti Global, Inc. | 3.64% | 2,823,459 | $167,205,246 | $186,432,998 | +$19,227,752 | +11.50% | |
| Cwm, Llc | 0.35% | 2,263,455 | $134,041,812 | $149,455,934 | +$15,414,122 | +11.50% | |
| Hightower Advisors, Llc | 0.13% | 1,996,959 | $118,259,799 | $131,859,203 | +$13,599,404 | +11.50% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 1,948,480 | $115,388,990 | $128,658,134 | +$13,269,144 | +11.50% | |
| Bank Of America Corp | 0.01% | 1,931,806 | $114,401,573 | $127,557,150 | +$13,155,577 | +11.50% | |
| First Command Advisory Services, Inc. | 0.73% | 1,827,743 | $108,238,915 | $120,685,870 | +$12,446,955 | +11.50% | |
| Mason Street Advisors, Llc | 9.04% | 1,561,969 | $92,499,804 | $103,136,813 | +$10,637,009 | +11.50% | |
| Wells Fargo & Company/Mn | 0.02% | 1,444,297 | $85,531,213 | $95,366,931 | +$9,835,718 | +11.50% | |
| United Capital Financial Advisors, Llc | 0.52% | 1,434,068 | $84,853,448 | $94,691,510 | +$9,838,062 | +11.59% | |
| Hancock Prospecting Pty Ltd | 2.51% | 1,410,470 | $83,528,033 | $93,133,334 | +$9,605,301 | +11.50% | |
| Wealthcare Advisory Partners Llc | 1.58% | 1,230,591 | $83,138,736 | $81,255,924 | -$1,882,812 | -2.26% | |
| Osaic Holdings, Inc. | 0.12% | 1,351,739 | $80,051,722 | $89,255,326 | +$9,203,604 | +11.50% | |
| Hills Bank & Trust Co | 3.70% | 1,293,637 | $76,609,183 | $85,418,851 | +$8,809,668 | +11.50% | |
| Cornerstone Wealth Management, Llc | 3.22% | 1,107,956 | $74,853,477 | $73,158,335 | -$1,695,142 | -2.26% | |
| Auto-Owners Insurance Co | 1.59% | 1,040,000 | $70,241,600 | $68,671,200 | -$1,570,400 | -2.24% | |
| Greenleaf Trust | 0.64% | 984,218 | $66,493,768 | $64,987,915 | -$1,505,853 | -2.26% | |
| Koss-Olinger Consulting, Llc | 5.28% | 1,063,343 | $62,971,177 | $70,212,538 | +$7,241,361 | +11.50% | |
| Raymond James Financial Inc | 0.02% | 1,048,799 | $62,109,848 | $69,252,198 | +$7,142,350 | +11.50% | |
| Composition Wealth, Llc | 0.72% | 908,750 | $61,395,126 | $60,004,763 | -$1,390,364 | -2.26% | |
| Farther Finance Advisors, Llc | 0.47% | 892,359 | $60,280,608 | $58,922,465 | -$1,358,143 | -2.25% | |
| Hhm Wealth Advisors, Llc | 5.82% | 856,429 | $57,860,334 | $56,550,007 | -$1,310,327 | -2.26% | |
| Jnba Financial Advisors | 4.17% | 815,885 | $55,121,163 | $53,872,887 | -$1,248,276 | -2.26% | |
| Goldman Sachs Group Inc | 0.01% | 921,272 | $54,557,727 | $60,831,590 | +$6,273,863 | +11.50% | |
| Vicus Capital | 3.99% | 916,169 | $54,255,527 | $60,494,639 | +$6,239,112 | +11.50% | |
| Private Advisor Group, Llc | 0.24% | 778,352 | $52,585,428 | $51,394,583 | -$1,190,845 | -2.26% | |
| Royal Bank Of Canada | 0.01% | 865,545 | $51,257,000 | $57,151,936 | +$5,894,936 | +11.50% | |
| Alphastar Capital Management, Llc | 3.19% | 741,916 | $50,123,856 | $48,988,713 | -$1,135,143 | -2.26% | |
| Blair William & Co/Il | 0.14% | 838,805 | $49,674,058 | $55,386,294 | +$5,712,236 | +11.50% | |
| Bokf, Na | 0.75% | 825,398 | $48,880,070 | $54,501,030 | +$5,620,960 | +11.50% | |
| Impact Partnership Wealth, Llc | 4.52% | 687,948 | $46,477,777 | $45,425,206 | -$1,052,571 | -2.26% | |
| 1900 Wealth Management Llc | 2.88% | 756,760 | $44,815,317 | $49,968,863 | +$5,153,546 | +11.50% | |
| Great Valley Advisor Group, Inc. | 0.79% | 737,838 | $43,694,690 | $48,719,443 | +$5,024,753 | +11.50% | |
| Peterson Wealth Advisors, Llc | 5.76% | 730,796 | $43,277,717 | $48,254,460 | +$4,976,743 | +11.50% | |
| Retirement Income Solutions, Inc | 7.26% | 717,188 | $42,471,873 | $47,355,924 | +$4,884,051 | +11.50% | |
| Rkl Wealth Management Llc | 3.62% | 679,439 | $40,236,375 | $44,863,357 | +$4,626,982 | +11.50% | |
| Equitable Holdings, Inc. | 0.23% | 613,104 | $35,504,853 | $40,483,257 | +$4,978,404 | +14.02% | |
| Oarsman Capital, Inc. | 4.34% | 590,328 | $34,959,242 | $38,979,358 | +$4,020,116 | +11.50% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 516,571 | $34,899,505 | $34,109,183 | -$790,322 | -2.26% | |
| National Bank Of Canada | 0.03% | 570,200 | $33,767,239 | $37,650,306 | +$3,883,067 | +11.50% | |
| Atlas Private Wealth Advisors | 7.67% | 550,238 | $32,585,048 | $36,332,215 | +$3,747,167 | +11.50% | |
| Cahaba Wealth Management, Inc. | 1.90% | 467,183 | $31,562,886 | $30,848,093 | -$714,793 | -2.26% | |
| Assetmark, Inc | 0.05% | 457,527 | $30,910,548 | $30,210,508 | -$700,040 | -2.26% | |
| Blackrock, Inc. | 0.00% | 508,210 | $30,096,249 | $33,557,106 | +$3,460,857 | +11.50% |
Frequently asked questions about SPMD
Who owns the most SPMD stock?
The largest holders of SPMD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO S&P 400 MID C (SPMD).
Is SPMD widely held by superinvestors?
Many widely followed stocks like SPMD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPMD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.