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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementBuy+45,919+12.9%402,793$23.85MQ1 2026Aug 26, 2026
Brighton Jones LlcBuy+11,750—11,750$695.84KQ1 2026Aug 07, 2026
Robinswood Financial LlcBuy+11,580+17.8%76,688$4.54MQ1 2026Jul 13, 2026
Verus Capital Partners, LlcSell-99,668-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+235,960+19.5%1,444,297$85.53MQ1 2026Jul 08, 2026
Wealthpoint Financial, LlcBuy+1,031+17.5%6,925$410.10KQ1 2026Jun 26, 2026
Hobbs Group Advisors, LlcSell-9-0.1%16,696$988.75KQ1 2026May 20, 2026
Western Wealth Management, LlcBuy+34,458+18.9%216,438$12.82MQ1 2026May 19, 2026
Newedge Advisors, LlcSell-134,764-73.6%48,298$8.00MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+86,432+481.3%104,389$6.18MQ1 2026May 18, 2026
Bank Of America CorpSell-22,986-1.2%1,931,806$114.40MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcBuy+16,099+124.3%29,052$1.72MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+9,586+499.0%11,507$681.00KQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+3,020—3,020$178.82KQ1 2026May 18, 2026
Capital & Planning, LlcBuy+1,228—1,228$72.74KQ1 2026May 18, 2026
Graney & King, LlcBuy+34+3.0%1,182$69.98KQ1 2026May 18, 2026
Morgan StanleySell-6,026,540-61.3%3,797,715$224.90MQ1 2026May 15, 2026
Texas Permanent School Fund CorpSell-2,472,885-82.6%521,398$30.88MQ1 2026May 15, 2026
National Bank Of CanadaSell-600,800-51.3%570,200$33.77MQ1 2026May 15, 2026
Cerity Partners LlcBuy+243,175+168.5%387,471$22.95MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-179,068-11.7%1,351,739$80.05MQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+176,791+94.7%363,390$21.52MQ1 2026May 15, 2026
United Capital Financial Advisors, LlcBuy+157,584+12.3%1,434,068$84.85MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+108,893+135.8%189,067$11.20MQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+100,929+438821.7%100,952$5.98MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+87,106+16.6%613,104$35.50MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+80,004+92.5%166,472$9.86MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+70,796+8.9%865,545$51.26MQ1 2026May 15, 2026
Glen Eagle Advisors, LlcSell-63,530-65.6%33,318$1.97MQ1 2026May 15, 2026
Summit Financial, LlcBuy+54,092+505.4%64,794$3.84MQ1 2026May 15, 2026
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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.

SPMD Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet