DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SPMD

SS SPDR P S&P 400 MIDCAP ETF

880 institutions still hold SS SPDR P S&P 400 MIDCAP ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A847·Exchange Traded Fund·880 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$12.2B
visible holders
Holders
880
filers reporting
Concentration
56.17%
Creative Planning #1
top holder share
AI Holders Summary · Q2 2026

880 institutions reported SPMD in Q2 2026. Creative Planning leads at 56.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$6.8B101.2M4.00%Q2 2026
02
Betterment LLC
CIK 0001633901
$1.2B20.2M2.27%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$909M13.5M0.20%Q2 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$585M8.7M0.04%Q2 2026
05
Valmark Advisers, Inc.
CIK 0001380443
$480M7.1M5.09%Q2 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$303M4.5M0.07%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$263M3.9M0.01%Q2 2026
08
AlTi Global, Inc.
CIK 0001838615
$189M2.8M3.91%Q2 2026
09
Facet Wealth, Inc.
CIK 0001748271
$178M2.6M2.55%Q2 2026
10
First Command Advisory Services, Inc.
CIK 0001727336
$138M2.0M0.82%Q2 2026
11
CWM, LLC
CIK 0001535847
$134M2.3M0.35%Q1 2026
12
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$130M1.9M0.07%Q2 2026
13
UBS Group AG
CIK 0001610520
$116M1.7M0.01%Q2 2026
14
HighTower Advisors, LLC
CIK 0001462245
$111M1.6M0.11%Q2 2026
15
Koss-Olinger Consulting, LLC
CIK 0001861163
$106M1.6M8.19%Q2 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$104M1.5M0.12%Q2 2026
17
WELLS FARGO & COMPANY/MN
CIK 0000072971
$103M1.5M0.02%Q2 2026
18
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$101M1.5M0.56%Q2 2026
19
MASON STREET ADVISORS, LLC
CIK 0001167711
$96M1.4M8.64%Q2 2026
20
Hancock Prospecting Pty Ltd
CIK 0002017993
$95M1.4M1.67%Q2 2026
Page 1 of 44
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Insiders at SS SPDR P S&P 400 MIDCAP ETF
Jones Samuel D.Gatto Frank PWilbanks CodyBayone Edward J.Humenik Delbert MRogers Thomas SStover Matthew JRyan Debra M