Who owns State Street SPDR Portfolio S&P 400 Mid Cap ETF?
Institutional ownership of SPMD from SEC Form 13F filings across 421 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
421
13F holders
$12.94B
value, 2026 filers
76.1%
of shares outstanding (212.3M sh)
53
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPMD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 101.2M | $6.84B | 4.0% | 36.3% | +4.8% |
| 2 | Betterment LLC | 18.9M | $1.3M | 2.2% | 6.8% | -6.6% |
| 3 | LPL Financial LLC | 13.5M | $909.1M | 0.2% | 4.8% | +4.7% |
| 4 | BANK OF AMERICA CORP /DE/ | 8.7M | $585.0M | 0.0% | 3.1% | +348.3% |
| 5 | Valmark Advisers, Inc. | 7.1M | $479.6M | 5.1% | 2.5% | -1.6% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 4.5M | $303.2M | 0.1% | 1.6% | +8.2% |
| 7 | MORGAN STANLEY | 3.9M | $263.0M | 0.0% | 1.4% | +2.5% |
| 8 | AlTi Global, Inc. | 2.8M | $189.4M | 3.9% | 1% | -0.7% |
| 9 | First Command Advisory Services, Inc. | 2.0M | $137.7M | 0.8% | 0.7% | +11.6% |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.9M | $129.6M | 0.1% | 0.7% | -1.6% |
| 11 | UBS Group AG | 1.7M | $115.9M | 0.0% | 0.6% | -55.3% |
| 12 | HighTower Advisors, LLC | 1.6M | $111.3M | 0.1% | 0.6% | -17.5% |
| 13 | OSAIC HOLDINGS, INC. | 1.5M | $103.8M | 0.1% | 0.6% | +13.6% |
| 14 | WELLS FARGO & COMPANY/MN | 1.5M | $102.6M | 0.0% | 0.5% | +5.1% |
| 15 | Hancock Prospecting Pty Ltd | 1.4M | $95.3M | 1.7% | 0.5% | 0.0% |
| 16 | BLAIR WILLIAM & CO/IL | 1.3M | $87.5M | 0.2% | 0.5% | +54.3% |
| 17 | Wealthcare Advisory Partners LLC | 1.2M | $83.1M | 1.6% | 0.4% | +4.1% |
| 18 | RAYMOND JAMES FINANCIAL INC | 1.2M | $82.7M | 0.0% | 0.4% | +16.7% |
| 19 | Cornerstone Wealth Management, LLC | 1.1M | $74.9M | 3.2% | 0.4% | -0.7% |
| 20 | ROYAL BANK OF CANADA | 1.1M | $71.0M | 0.0% | 0.4% | +21.4% |
| 21 | GREENLEAF TRUST | 984,218 | $66.5M | 0.6% | 0.4% | +9.2% |
| 22 | GOLDMAN SACHS GROUP INC | 920,576 | $62.2M | 0.0% | 0.3% | -0.1% |
| 23 | Composition Wealth, LLC | 908,750 | $61.4M | 0.7% | 0.3% | +22.2% |
| 24 | HHM Wealth Advisors, LLC | 856,429 | $57.9M | 5.8% | 0.3% | +5.2% |
| 25 | BOKF, NA | 827,035 | $55.9M | 0.8% | 0.3% | +0.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.