Skip to main content
Equibles
SPMD logo

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

Alerts for SPMD

Use SPMD with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$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

26 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
90.9%
Sep 2023 → Jun 2026 · range 13.9% – 100.0%
−7.4 pts
Top 5
99.6%
Sep 2023 → Jun 2026 · range 37.3% – 100.0%
−0.4 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 47.5% – 100.0%
0.0 pts
HHI
8,292
Sep 2023 → Jun 2026 · range 388 – 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
Export CSV
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