Who owns State Street SPDR Portfolio S&P 400 Mid Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPMD from SEC Form 13F filings across 843 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.
As of the 2026-06-30 reporting period, 843 institutions disclosed 246.7M shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.65B — about 88.5% of shares outstanding; the largest disclosed holder is Creative Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
843
13F holders
$16.65B
value, 2026 filers
88.5%
of shares outstanding (246.7M sh)
96
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 | $1.27B | 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 | Facet Wealth, Inc. | 2.6M | $178.1M | 2.6% | 0.9% | +2.0% |
| 10 | First Command Advisory Services, Inc. | 2.0M | $137.7M | 0.8% | 0.7% | +11.6% |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.9M | $129.6M | 0.1% | 0.7% | -1.6% |
| 12 | UBS Group AG | 1.7M | $115.9M | 0.0% | 0.6% | -55.3% |
| 13 | HighTower Advisors, LLC | 1.6M | $111.3M | 0.1% | 0.6% | -17.5% |
| 14 | Koss-Olinger Consulting, LLC | 1.6M | $106.3M | 8.2% | 0.6% | +48.0% |
| 15 | OSAIC HOLDINGS, INC. | 1.5M | $103.8M | 0.1% | 0.6% | +13.6% |
| 16 | WELLS FARGO & COMPANY/MN | 1.5M | $102.6M | 0.0% | 0.5% | +5.1% |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.5M | $100.7M | 0.6% | 0.5% | +4.1% |
| 18 | MASON STREET ADVISORS, LLC | 1.4M | $95.9M | 8.6% | 0.5% | -9.1% |
| 19 | Hancock Prospecting Pty Ltd | 1.4M | $95.3M | 1.7% | 0.5% | 0.0% |
| 20 | BLAIR WILLIAM & CO/IL | 1.3M | $87.5M | 0.2% | 0.5% | +54.3% |
| 21 | Wealthcare Advisory Partners LLC | 1.2M | $83.1M | 1.6% | 0.4% | +4.1% |
| 22 | RAYMOND JAMES FINANCIAL INC | 1.2M | $82.7M | 0.0% | 0.4% | +16.7% |
| 23 | Hills Bank & Trust Co | 1.2M | $82.2M | 3.5% | 0.4% | -6.0% |
| 24 | Cornerstone Wealth Management, LLC | 1.1M | $74.9M | 3.2% | 0.4% | -0.7% |
| 25 | ROYAL BANK OF CANADA | 1.1M | $71.0M | 0.0% | 0.4% | +21.4% |
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.