13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SPMD

SPDR S&P 400 Mid Cap ETF

847 institutions still hold SPDR S&P 400 Mid Cap ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464a847·847 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.2%
vs prior quarter
13F value held
$9.1B
55.0% inst. owned
of float
Holders
847
-41 QoQ
filers reporting
Activity
+46 / −10
+849 added · −863 reduced
this quarter
Concentration
62.89%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

847 institutions reported SPMD in Q1 2026. Creative Planning leads at 62.9% of the visible book. -41 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$5.7B96.6M3.88%Q1 202602
LPL Financial LLC
CIK 0001403438
$761M12.9M0.20%Q1 202603
Valmark Advisers, Inc.
CIK 0001380443
$427M7.2M5.08%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$246M4.1M0.07%Q1 202605
UBS Group AG
CIK 0001610520
$227M3.8M0.03%Q1 202606
MORGAN STANLEY
CIK 0000895421
$225M3.8M0.01%Q1 202607
AlTi Global, Inc.
CIK 0001838615
$167M2.8M3.63%Q1 202608
Facet Wealth, Inc.
CIK 0001748271
$153M2.6M2.65%Q1 202609
CWM, LLC
CIK 0001535847
$134M2.3M0.35%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$118M2.0M0.13%Q1 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$115M1.9M0.07%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$114M1.9M0.01%Q1 202613
First Command Advisory Services, Inc.
CIK 0001727336
$108M1.8M0.73%Q1 202614
MASON STREET ADVISORS, LLC
CIK 0001167711
$92M1.6M9.04%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$86M1.4M0.02%Q1 202616
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$85M1.4M0.52%Q1 202617
Hancock Prospecting Pty Ltd
CIK 0002017993
$82M1.4M2.51%Q4 202518
OSAIC HOLDINGS, INC.
CIK 0001677044
$80M1.4M0.12%Q1 202619
Auto-Owners Insurance Co
CIK 0001964189
$79M1.3M1.65%Q1 202620
Hills Bank & Trust Co
CIK 0001309148
$77M1.3M3.70%Q1 2026
Page 1 of 43
827 more holders available. Log in →