Who owns SPMD?
State Street SPDR Portfolio S&P 400 Mid Cap ETF · State Street
843 institutions reported holding SPMD, worth $16.7B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPMD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Creative Planning | Overland Park, KS | $6.8B | 101,248,410 | +4,607,251 shares |
| Betterment LLC | New York, NY | $1.3B | 18,865,773 | −1,333,524 shares |
| LPL Financial LLC | Fort Mill, SC | $909.1M | 13,456,379 | +603,835 shares |
| Bank of America Corp. | Charlotte, NC | $585.0M | 8,659,408 | +6,727,602 shares |
| Valmark Advisers, Inc. | Akron, OH | $479.6M | 7,099,453 | −115,834 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $303.2M | 4,488,056 | +340,186 shares |
| Morgan Stanley | New York, NY | $263.0M | 3,893,545 | +95,830 shares |
| AlTi Global, Inc. | New York, NY | $189.4M | 2,803,253 | −20,206 shares |
| Facet Wealth, Inc. | West Palm Beach, FL | $178.1M | 2,636,343 | +52,197 shares |
| First Command Advisory Services, Inc. | Fort Worth, TX | $137.7M | 2,038,889 | +211,146 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPMD?
843 institutional managers reported holding SPMD in Form 13F filings for June 30, 2026, worth $16.7B in total. The largest reported position was held by Creative Planning, at $6.8B.
Did institutions buy or sell SPMD last quarter?
Reported 13F value rose 20.6% from March 31, 2026, which includes price moves as well as buying and selling. 93 firms reported a new position and 39 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPMD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.