SPDR PORTFOLIO S&P 400 MID C (SPMD) Institutional Ownership Changes & 13F Activity
SPDR PORTFOLIO S&P 400 MID C (SPMD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Texas Permanent School Fund Corp, National Bank Of Canada, Cerity Partners Llc, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Buy | +45,919 | +12.9% | 402,793 | $23.85M | Q1 2026 | Aug 26, 2026 |
| Brighton Jones Llc | Buy | +11,750 | — | 11,750 | $695.84K | Q1 2026 | Aug 07, 2026 |
| Robinswood Financial Llc | Buy | +11,580 | +17.8% | 76,688 | $4.54M | Q1 2026 | Jul 13, 2026 |
| Verus Capital Partners, Llc | Sell | -99,668 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +235,960 | +19.5% | 1,444,297 | $85.53M | Q1 2026 | Jul 08, 2026 |
| Wealthpoint Financial, Llc | Buy | +1,031 | +17.5% | 6,925 | $410.10K | Q1 2026 | Jun 26, 2026 |
| Hobbs Group Advisors, Llc | Sell | -9 | -0.1% | 16,696 | $988.75K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +34,458 | +18.9% | 216,438 | $12.82M | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Sell | -134,764 | -73.6% | 48,298 | $8.00M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +86,432 | +481.3% | 104,389 | $6.18M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Sell | -22,986 | -1.2% | 1,931,806 | $114.40M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +16,099 | +124.3% | 29,052 | $1.72M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +9,586 | +499.0% | 11,507 | $681.00K | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Buy | +3,020 | — | 3,020 | $178.82K | Q1 2026 | May 18, 2026 |
| Capital & Planning, Llc | Buy | +1,228 | — | 1,228 | $72.74K | Q1 2026 | May 18, 2026 |
| Graney & King, Llc | Buy | +34 | +3.0% | 1,182 | $69.98K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -6,026,540 | -61.3% | 3,797,715 | $224.90M | Q1 2026 | May 15, 2026 |
| Texas Permanent School Fund Corp | Sell | -2,472,885 | -82.6% | 521,398 | $30.88M | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Sell | -600,800 | -51.3% | 570,200 | $33.77M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +243,175 | +168.5% | 387,471 | $22.95M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -179,068 | -11.7% | 1,351,739 | $80.05M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +176,791 | +94.7% | 363,390 | $21.52M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +157,584 | +12.3% | 1,434,068 | $84.85M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +108,893 | +135.8% | 189,067 | $11.20M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +100,929 | +438821.7% | 100,952 | $5.98M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +87,106 | +16.6% | 613,104 | $35.50M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +80,004 | +92.5% | 166,472 | $9.86M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +70,796 | +8.9% | 865,545 | $51.26M | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, Llc | Sell | -63,530 | -65.6% | 33,318 | $1.97M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +54,092 | +505.4% | 64,794 | $3.84M | Q1 2026 | May 15, 2026 |
Frequently asked questions about SPMD activity
Which institutional owners are buying SPMD?
Institutional owners buying SPMD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPMD activity?
"Buy" means an investor increased their reported position in SPMD compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO S&P 400 MID C (SPMD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPMD increasing?
Institutional interest in SPMD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.