Who Owns SPMD?
State Street SPDR Portfolio S&P 400 Mid Cap ETF — Institutional Ownership & 13F Holdings
$63.91
+0.08 (+0.13%)
Market Cap
$16.7B
Shares Outstanding
245,266,345
Institutional Holders
663
Total Inst. Value
$4.7B
% of Float Held
—
QoQ Holder Change
+322
Institutional data as of Q1 2025
New Positions
189
Closed Positions
56
Increased
252
Decreased
160
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Betterment LLC | $915.3M | 17,884,123 |
| 2 | Valmark Advisers, Inc. | $326.0M | 6,369,152 |
| 3 | AlTi Global, Inc. | $273.1M | 5,336,965 |
| 4 | HighTower Advisors, LLC | $151.7M | 2,964,212 |
| 5 | MORGAN STANLEY | $134.6M | 2,630,669 |
| 6 | Facet Wealth, Inc. | $126.7M | 2,468,196 |
| 7 | RFG Advisory, LLC | $97.2M | 1,898,736 |
| 8 | BANK OF AMERICA CORP /DE/ | $96.3M | 1,880,927 |
| 9 | Atlas Private Wealth Advisors | $75.1M | 1,467,418 |
| 10 | GOLDMAN SACHS GROUP INC | $73.5M | 1,435,560 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Valmark Advisers, Inc. | +373K | $326.0M |
| HighTower Advisors, LLC | +160K | $151.7M |
| MORGAN STANLEY | +399K | $134.6M |
| RFG Advisory, LLC | +190K | $97.2M |
| BANK OF AMERICA CORP /DE/ | +424K | $96.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Auto-Owners Insurance Co | -1.0M | $17.8M |
| GREAT VALLEY ADVISOR GROUP, INC. | -674K | $32.7M |
| Independent Advisor Alliance | -450K | $880K |
| Savant Capital, LLC | -293K | $31.9M |
| Strategic Financial Concepts, LLC | -239K | $2.6M |
Famous Fund Managers
Related Stocks
Frequently Asked Questions
How many institutional investors hold SPMD?
As of Q1 2025, 663 institutional investors report holding SPMD (State Street SPDR Portfolio S&P 400 Mid Cap ETF) in their 13F filings.
Which hedge fund owns the most SPMD?
The largest institutional holder of SPMD is Betterment LLC with $915.3M in shares.
Are institutions buying or selling SPMD?
This quarter, 189 institutions opened new positions in SPMD and 56 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.