Who Owns SPDR Portfolio S&P 400 Mid Cap (SPMD)? -- Institutional Holders (2026-03-31)
858 institutions reported holding $14.02B of SPDR Portfolio S&P 400 Mid Cap (SPMD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Creative Planning ($5.72B), Betterment LLC ($1.20B), LPL Financial LLC ($761.1M), Valmark Advisers, Inc. ($427.3M), ENVESTNET ASSET MANAGEMENT INC ($245.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $5.72B | 96.6M | Added |
| 2 | Betterment LLC | $1.20B | 20.2M | Trimmed |
| 3 | LPL Financial LLC | $761.1M | 12.9M | Added |
| 4 | Valmark Advisers, Inc. | $427.3M | 7.2M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $245.6M | 4.1M | Added |
| 6 | UBS Group AG | $227.3M | 3.8M | Added |
| 7 | MORGAN STANLEY | $224.9M | 3.8M | Trimmed |
| 8 | AlTi Global, Inc. | $167.2M | 2.8M | Trimmed |
| 9 | Facet Wealth, Inc. | $153.0M | 2.6M | Added |
| 10 | CWM, LLC | $134.0M | 2.3M | Trimmed |
| 11 | HighTower Advisors, LLC | $118.3M | 2.0M | Trimmed |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $115.4M | 1.9M | Trimmed |
| 13 | BANK OF AMERICA CORP /DE/ | $114.4M | 1.9M | Trimmed |
| 14 | First Command Advisory Services, Inc. | $108.2M | 1.8M | Added |
| 15 | MASON STREET ADVISORS, LLC | $92.5M | 1.6M | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $85.5M | 1.4M | Added |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $84.9M | 1.4M | Added |
| 18 | Hancock Prospecting Pty Ltd | $83.5M | 1.4M | Hold |
| 19 | OSAIC HOLDINGS, INC. | $80.1M | 1.4M | Trimmed |
| 20 | Auto-Owners Insurance Co | $78.7M | 1.3M | Hold |
| 21 | Hills Bank & Trust Co | $76.6M | 1.3M | Added |
| 22 | Wealthcare Advisory Partners LLC | $70.0M | 1.2M | Added |
| 23 | Cornerstone Wealth Management, LLC | $66.1M | 1.1M | Added |
| 24 | Koss-Olinger Consulting, LLC | $63.0M | 1.1M | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $62.1M | 1.0M | Added |
Source: SEC Form 13F filings · as of 2026-03-31