Who Owns SPDR (SPMD)? -- Institutional Holders (2026-06-30)

885 institutions reported holding $16.65B of SPDR (SPMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($6.84B), Betterment LLC ($1.27B), LPL Financial LLC ($909.1M), BANK OF AMERICA CORP /DE/ ($585.0M), Valmark Advisers, Inc. ($479.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Creative Planning$6.84B101.2MAdded
2Betterment LLC$1.27B18.9MTrimmed
3LPL Financial LLC$909.1M13.5MAdded
4BANK OF AMERICA CORP /DE/$585.0M8.7MAdded
5Valmark Advisers, Inc.$479.6M7.1MTrimmed
6ENVESTNET ASSET MANAGEMENT INC$303.2M4.5MAdded
7MORGAN STANLEY$263.0M3.9MAdded
8AlTi Global, Inc.$189.4M2.8MTrimmed
9Facet Wealth, Inc.$178.1M2.6MAdded
10First Command Advisory Services, Inc.$137.7M2.0MAdded
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$129.6M1.9MTrimmed
12UBS Group AG$115.9M1.7MTrimmed
13HighTower Advisors, LLC$111.3M1.6MTrimmed
14Koss-Olinger Consulting, LLC$106.3M1.6MAdded
15OSAIC HOLDINGS, INC.$103.8M1.5MAdded
16WELLS FARGO & COMPANY/MN$102.6M1.5MAdded
17UNITED CAPITAL FINANCIAL ADVISORS, LLC$100.7M1.5MAdded
18MASON STREET ADVISORS, LLC$95.9M1.4MTrimmed
19Hancock Prospecting Pty Ltd$95.3M1.4MHold
20BLAIR WILLIAM & CO/IL$87.5M1.3MAdded
21Wealthcare Advisory Partners LLC$83.1M1.2MAdded
22RAYMOND JAMES FINANCIAL INC$82.7M1.2MAdded
23Hills Bank & Trust Co$82.2M1.2MTrimmed
24Cornerstone Wealth Management, LLC$74.9M1.1MTrimmed
25Royal Bank of Canada$71.0M1.1MAdded

Source: SEC Form 13F filings · as of 2026-06-30