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SPMD · State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF ETF

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$66.47 +0.10 (+0.15%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $36,379,503
Total Shares: 538,477

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
90.9%
Jun 2022 → Jun 2026 · range 46.5% – 100.0%
−7.4 pts
Top 5
99.6%
Jun 2022 → Jun 2026 · range 65.7% – 100.0%
−0.4 pts
Top 10
100.0%
Jun 2022 → Jun 2026 · range 71.4% – 100.0%
0.0 pts
HHI
8,292
Jun 2022 → Jun 2026 · range 2,292 – 10,000
Highly concentrated−1,381

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
1
Decreased
0
Sold Out
1
Unchanged
1
Holder count: +4
Institutional value: +50.0%
Shares held: +31.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +4,455 11,150

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 489,744 $33,087,104
HORAN Wealth, LLC 15,078 $1,018,669
Second Line Capital, LLC 14,068 $950,434
Brown Financial Advisors 6,039 $407,994
BROWN, LISLE/CUMMINGS, INC. 2,297 $155,185

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 402,793 $23,853,401
Filter: New 5 Increased 1 Reduced 0 Sold out 1 Unchanged 1
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SPMD $33,087,104 90.95% 489,744
HORAN Wealth, LLC SPMD $1,018,669 2.80% 15,078
Second Line Capital, LLC SPMD $950,434 2.61% 14,068
Range Advisory, LLC SPMD $753,294 2.07% 11,150
Brown Financial Advisors SPMD $407,994 1.12% 6,039
BROWN, LISLE/CUMMINGS, INC. SPMD $155,185 0.43% 2,297
TUCKER ASSET MANAGEMENT LLC SPMD $6,823 0.02% 101