
SPDR Portfolio S&P 400 Mid Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 712 institutional investors hold shares in this ETF, with total holdings valued at $12.6B. Creative Planning is the largest holder with a position valued at $5.0B.
Overview of institutional ownership in SPMD as of Q3 2025
Institutions with the largest positions in SPMD as of Q3 2025
| Institution | Position Value |
|---|---|
Creative Planning RIA/Wealth | $5.0B 3.84% of portfolio |
Betterment LLC RIA/Wealth | $1.2B 2.43% of portfolio |
L LPL Financial LLC Institution | $724.6M 0.21% of portfolio |
Valmark Advisers, Inc. RIA/Wealth | $391.0M 5.07% of portfolio |
CWM, LLC RIA/Wealth | $270.4M 0.86% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $190.6M 0.22% of portfolio |
MORGAN STANLEY RIA/Wealth | $182.4M 0.01% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $181.3M 0.05% of portfolio |
AlTi Global, Inc. Institution | $178.2M 4.23% of portfolio |
T TEXAS PERMANENT SCHOOL FUND Institution | $170.5M 5.73% of portfolio |
Institutional buying and selling activity for SPMD in Q3 2025
| Institution | Net Bought |
|---|---|
Creative Planning RIA/Wealth | +$280.5M +4.9M shares |
Betterment LLC RIA/Wealth | +$55.5M +970.6K shares |
PFG Financial Advisors RIA/Wealth | +$35.9M +627.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$27.0M +471.7K shares |
M MASON STREET ADVISORS, LLC Insurance Manager | +$24.9M +434.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$20.3M +354.3K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$20.1M +350.9K shares |
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | +$14.0M +244.4K shares |
OARSMAN CAPITAL, INC. RIA/Wealth | +$13.4M +233.9K shares |
Lido Advisors, LLC RIA/Wealth | +$13.2M +230.6K shares |
| Institution | Net Sold |
|---|---|
Hancock Prospecting Pty Ltd RIA/Wealth | −$83.8M −1.5M shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$51.3M −897.4K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$35.0M −612.2K shares |
AlTi Global, Inc. Institution | −$33.5M −586.1K shares |
Farther Finance Advisors, LLC RIA/Wealth | −$22.0M −385.3K shares |
AMERIPRISE FINANCIAL INC Institution | −$12.5M −219.1K shares |
−$11.4M −198.8K shares | |
RFG Advisory Group, LLC RIA/Wealth | −$9.6M −168.0K shares |
M Holdings Securities, Inc. RIA/Wealth | −$7.3M −128.2K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | −$5.6M −98.2K shares |
Institutions that initiated new positions or completely exited SPMD in Q3 2025
| Institution | Position Value |
|---|---|
Integrity Advisory Solutions, LLC RIA/Wealth | $23.2M 406.1K shares |
R RETIREMENT FINANCIAL SOLUTIONS, LLC RIA/Wealth | $16.1M 281.3K shares |
Atlanta Consulting Group Advisors, LLC RIA/Wealth | $4.6M 79.9K shares |
G GREENLEAF TRUST Institution | $3.3M 57.5K shares |
W WealthTrak Capital Management LLC RIA/Wealth | $1.8M 31.1K shares |
Massey, Quick & Co., LLC RIA/Wealth | $1.3M 23.5K shares |
Brand Asset Management Group, Inc. RIA/Wealth | $903.1K 15.8K shares |
HORAN Wealth, LLC RIA/Wealth | $803.6K 14.1K shares |
Vawter Financial, Ltd. RIA/Wealth | $729.0K 12.7K shares |
Maridea Wealth Management LLC RIA/Wealth | $675.8K 11.8K shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $5.1M 93.0K shares |
$4.2M 77.0K shares | |
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | $4.1M 74.6K shares |
Pinnacle Family Advisors, LLC Family Office | $2.8M 51.8K shares |
$1.5M 26.8K shares | |
T Tower Research Capital LLC Institution | $1.4M 25.7K shares |
J JANE STREET GROUP, LLC Institution | $856.6K 15.8K shares |
Jackson Creek Investment Advisors LLC Long Only Manager | $850.2K 15.6K shares |
Csenge Advisory Group RIA/Wealth | $765.2K 14.5K shares |
Northern Capital Management, Inc. RIA/Wealth | $748.5K 13.8K shares |
Institutions with the largest Call and Put options positions in SPMD as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SPMD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Marathon Strategic Advisors, LLC RIA/Wealth | 10.21% $12.8M |
R RETIREMENT FINANCIAL SOLUTIONS, LLC RIA/Wealth | 9.83% $16.1M |
W WALLER FINANCIAL PLANNING GROUP, INC RIA/Wealth | 8.92% $38.9M |
M MASON STREET ADVISORS, LLC Insurance Manager | 8.07% $77.9M |
New Perspectives, Inc RIA/Wealth | 7.58% $15.8M |
A Atlas Private Wealth Advisors RIA/Wealth | 7.40% $30.1M |
RESTON WEALTH MANAGEMENT LLC RIA/Wealth | 6.98% $21.6M |
A Abich Financial Wealth Management LLC RIA/Wealth | 6.71% $18.0M |
Peterson Wealth Advisors, LLC RIA/Wealth | 6.27% $41.9M |
RETIREMENT INCOME SOLUTIONS, INC RIA/Wealth | 6.05% $35.3M |
Discover hedge funds investing in SPMD


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
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