DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
SPMD

SS SPDR P S&P 400 MIDCAP ETF

891 institutions still hold SS SPDR P S&P 400 MIDCAP ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A847·Exchange Traded Fund·891 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$12.0B
visible holders
Holders
891
filers reporting
Concentration
55.33%
Creative Planning #1
top holder share
AI Holders Summary · Q3 2026

891 institutions reported SPMD in Q3 2026. Creative Planning leads at 55.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$6.6B105.4M3.72%Q3 2026
02
Betterment LLC
CIK 0001633901
$1.2B20.2M2.27%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$920M14.6M0.20%Q3 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$585M8.7M0.04%Q2 2026
05
Valmark Advisers, Inc.
CIK 0001380443
$468M7.4M4.84%Q3 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$303M4.5M0.07%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$263M3.9M0.01%Q2 2026
08
Facet Wealth, Inc.
CIK 0001748271
$193M3.1M2.43%Q3 2026
09
AlTi Global, Inc.
CIK 0001838615
$189M2.8M3.91%Q2 2026
10
First Command Advisory Services, Inc.
CIK 0001727336
$148M2.3M0.80%Q3 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 45
871 more holders available. Log in →
Insiders at SS SPDR P S&P 400 MIDCAP ETF
Jones Samuel D. →Gatto Frank P →Wilbanks Cody →Bayone Edward J. →Humenik Delbert M →Rogers Thomas S →Stover Matthew J →Ryan Debra M →