DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SPMD

SS SPDR P S&P 400 MIDCAP ETF

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

CUSIP 78464A847·Exchange Traded Fund·874 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$10.5B
visible holders
Holders
874
filers reporting
Concentration
54.39%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

874 institutions reported SPMD in Q1 2026. Creative Planning leads at 54.4% of the visible book.

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 2026
02
Betterment LLC
CIK 0001633901
$1.2B20.2M2.27%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$909M13.5M0.20%Q2 2026
04
Valmark Advisers, Inc.
CIK 0001380443
$480M7.1M5.09%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$303M4.5M0.07%Q2 2026
06
UBS Group AG
CIK 0001610520
$227M3.8M0.03%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$225M3.8M0.01%Q1 2026
08
AlTi Global, Inc.
CIK 0001838615
$189M2.8M3.91%Q2 2026
09
Facet Wealth, Inc.
CIK 0001748271
$178M2.6M2.55%Q2 2026
10
CWM, LLC
CIK 0001535847
$134M2.3M0.35%Q1 2026
11
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$115M1.9M0.07%Q1 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$114M1.9M0.01%Q1 2026
13
HighTower Advisors, LLC
CIK 0001462245
$111M1.6M0.11%Q2 2026
14
First Command Advisory Services, Inc.
CIK 0001727336
$108M1.8M0.73%Q1 2026
15
MASON STREET ADVISORS, LLC
CIK 0001167711
$92M1.6M9.04%Q1 2026
16
WELLS FARGO & COMPANY/MN
CIK 0000072971
$86M1.4M0.02%Q1 2026
17
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$85M1.4M0.52%Q1 2026
18
Wealthcare Advisory Partners LLC
CIK 0001683059
$83M1.2M1.58%Q2 2026
19
Hancock Prospecting Pty Ltd
CIK 0002017993
$82M1.4M2.51%Q4 2025
20
OSAIC HOLDINGS, INC.
CIK 0001677044
$80M1.4M0.12%Q1 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