SPMD Institutional Ownership & Shareholders
SPDR PORTFOLIO S&P 400 MID C (SPMD) is currently held by 841 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.19B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of SPMD tracked by InsiderSet, reporting ownership valued at approximately $6.64B in its September 30, 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 $6.77B, representing an estimated gain of +1.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed SPMD value among the investors covered in this analysis. Major shareholders include Creative Planning, Betterment Llc, Lpl Financial Llc, 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
841
Total Reported Value
$16.19B
Largest Holder
Creative Planning
Largest Position
$6.64B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 3.72% | 105,352,214 | $6,641,403,569 | $6,767,826,227 | +$126,422,658 | +1.90% | |
| Betterment Llc | 2.16% | 18,865,773 | $1,274,572,000 | $1,211,937,258 | -$62,634,742 | -4.91% | |
| Lpl Financial Llc | 0.20% | 13,456,379 | $909,112,911 | $864,437,787 | -$44,675,124 | -4.91% | |
| Bank Of America Corp | 0.04% | 8,659,408 | $585,029,619 | $556,280,370 | -$28,749,249 | -4.91% | |
| Valmark Advisers, Inc. | 5.09% | 7,099,453 | $479,639,057 | $456,068,861 | -$23,570,196 | -4.91% | |
| Envestnet Asset Management Inc | 0.07% | 4,488,056 | $303,213,074 | $288,312,717 | -$14,900,357 | -4.91% | |
| Morgan Stanley | 0.01% | 3,893,545 | $263,048,128 | $250,121,331 | -$12,926,797 | -4.91% | |
| Alti Global, Inc. | 3.92% | 2,803,253 | $189,387,769 | $180,080,973 | -$9,306,796 | -4.91% | |
| Facet Wealth, Inc. | 2.55% | 2,636,343 | $178,111,322 | $169,358,674 | -$8,752,648 | -4.91% | |
| First Command Advisory Services, Inc. | 0.82% | 2,038,889 | $137,747,365 | $130,978,229 | -$6,769,136 | -4.91% | |
| Cwm, Llc | 0.35% | 2,263,455 | $134,041,812 | $145,404,349 | +$11,362,537 | +8.48% | |
| Ubs Group Ag | 0.02% | 1,714,902 | $115,858,779 | $110,165,304 | -$5,693,475 | -4.91% | |
| Koss-Olinger Consulting, Llc | 8.19% | 1,574,014 | $106,340,409 | $101,114,659 | -$5,225,750 | -4.91% | |
| Osaic Holdings, Inc. | 0.12% | 1,535,784 | $103,761,156 | $98,658,764 | -$5,102,392 | -4.92% | |
| Wells Fargo & Company/Mn | 0.02% | 1,518,548 | $102,593,099 | $97,551,524 | -$5,041,575 | -4.91% | |
| United Capital Financial Advisors, Llc | 0.56% | 1,492,239 | $100,740,612 | $95,861,433 | -$4,879,179 | -4.84% | |
| Mason Street Advisors, Llc | 8.64% | 1,419,072 | $95,872,504 | $91,161,185 | -$4,711,319 | -4.91% | |
| Hancock Prospecting Pty Ltd | 1.67% | 1,410,470 | $95,291,353 | $90,608,593 | -$4,682,760 | -4.91% | |
| Blair William & Co/Il | 0.23% | 1,294,582 | $87,461,939 | $83,163,948 | -$4,297,991 | -4.91% | |
| Wealthcare Advisory Partners Llc | 1.41% | 1,317,310 | $83,043,220 | $84,623,994 | +$1,580,774 | +1.90% | |
| Raymond James Financial Inc | 0.02% | 1,223,685 | $82,672,124 | $78,609,524 | -$4,062,600 | -4.91% | |
| Hills Bank & Trust Co | 3.70% | 1,293,637 | $76,609,183 | $83,103,241 | +$6,494,058 | +8.48% | |
| Cornerstone Wealth Management, Llc | 3.22% | 1,107,956 | $74,853,477 | $71,175,093 | -$3,678,384 | -4.91% | |
| Royal Bank Of Canada | 0.01% | 1,050,971 | $71,004,000 | $67,514,377 | -$3,489,623 | -4.91% | |
| Greenleaf Trust | 0.67% | 1,042,848 | $65,741,138 | $66,992,556 | +$1,251,418 | +1.90% | |
| Auto-Owners Insurance Co | 2.05% | 1,040,000 | $65,582,400 | $66,809,600 | +$1,227,200 | +1.87% | |
| Vicus Capital | 4.05% | 927,780 | $62,680,828 | $59,600,587 | -$3,080,241 | -4.91% | |
| Goldman Sachs Group Inc | 0.01% | 920,576 | $62,194,115 | $59,137,802 | -$3,056,313 | -4.91% | |
| Composition Wealth, Llc | 0.72% | 908,750 | $61,395,126 | $58,378,100 | -$3,017,026 | -4.91% | |
| Farther Finance Advisors, Llc | 0.42% | 947,740 | $59,745,547 | $60,882,818 | +$1,137,271 | +1.90% | |
| Hhm Wealth Advisors, Llc | 5.82% | 856,429 | $57,860,334 | $55,016,999 | -$2,843,335 | -4.91% | |
| Jnba Financial Advisors | 4.17% | 815,885 | $55,121,163 | $52,412,452 | -$2,708,711 | -4.91% | |
| Private Advisor Group, Llc | 0.24% | 778,352 | $52,585,428 | $50,001,332 | -$2,584,096 | -4.91% | |
| 1900 Wealth Management Llc | 2.83% | 829,178 | $52,271,398 | $53,266,395 | +$994,997 | +1.90% | |
| Rkl Wealth Management Llc | 4.05% | 810,331 | $51,083,297 | $52,055,663 | +$972,366 | +1.90% | |
| Great Valley Advisor Group, Inc. | 0.79% | 740,863 | $50,052,517 | $47,593,039 | -$2,459,478 | -4.91% | |
| Alphastar Capital Management, Llc | 2.98% | 791,370 | $49,887,980 | $50,837,609 | +$949,629 | +1.90% | |
| Blackrock, Inc. | 0.00% | 729,476 | $49,283,426 | $46,861,538 | -$2,421,888 | -4.91% | |
| Peterson Wealth Advisors, Llc | 5.70% | 778,920 | $49,103,102 | $50,037,821 | +$934,719 | +1.90% | |
| Jpmorgan Chase & Co | 0.00% | 732,536 | $49,101,898 | $47,058,113 | -$2,043,785 | -4.16% | |
| Equitable Holdings, Inc. | 0.28% | 703,911 | $47,556,228 | $45,219,243 | -$2,336,985 | -4.91% | |
| Impact Partnership Wealth, Llc | 4.52% | 687,948 | $46,477,777 | $44,193,780 | -$2,283,997 | -4.91% | |
| Oarsman Capital, Inc. | 4.59% | 642,059 | $43,377,514 | $41,245,870 | -$2,131,644 | -4.91% | |
| Retirement Income Solutions, Inc | 7.28% | 714,469 | $42,310,854 | $45,897,489 | +$3,586,635 | +8.48% | |
| Thrivent Financial For Lutherans | 0.07% | 625,213 | $42,240,000 | $40,163,683 | -$2,076,317 | -4.92% | |
| Savant Capital, Llc | 0.11% | 595,107 | $37,695,243 | $38,229,674 | +$534,431 | +1.42% | |
| Tsg Advice Partners, Llc | 4.79% | 541,217 | $36,564,623 | $34,767,780 | -$1,796,843 | -4.91% | |
| Atlas Private Wealth Advisors | 7.75% | 567,873 | $35,798,714 | $36,480,162 | +$681,448 | +1.90% | |
| Gerber Kawasaki Wealth & Investment Management | 0.90% | 561,937 | $35,424,432 | $36,098,833 | +$674,401 | +1.90% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 516,571 | $34,899,505 | $33,184,521 | -$1,714,984 | -4.91% |
Frequently asked questions about SPMD
Who are the largest institutional holders of SPMD?
The largest institutional holders of SPMD reported in the latest SEC Form 13F filings include Creative Planning, Betterment Llc, Lpl Financial Llc, Bank Of America Corp, and Valmark Advisers, Inc.. InsiderSet ranks institutional holders by their latest reported SPMD position.
What is SPMD institutional ownership?
This page tracks SPMD positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO S&P 400 MID C (SPMD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPMD?
InsiderSet currently tracks 841 institutional managers reporting SPMD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPMD shareholders.
How much SPMD stock do institutions own?
Institutional investment managers disclosed approximately $16.19B in SPMD holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPMD institutional ownership last updated?
The latest SPMD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPMD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPMD position after the reporting date.
Are institutions buying or selling SPMD?
Institutional buying and selling can be analyzed by comparing SPMD positions across consecutive 13F reporting periods. InsiderSet's SPMD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPMD ownership changes.
How has SPMD institutional ownership changed over time?
InsiderSet tracks SPMD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.