Security record · archived quarter
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Financial Services · Asset Management
62Tracked holders
+1Δ holders
142.46MShares held
$8.25BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +1.6% ·
share flow +4.9% ·
net new positions +1.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | 0 | 151.83M | $10.25B | +4 | −5 |
| Q1 2026 | 64 | +2 | 143.48M | $8.49B | +5 | −3 |
| Q4 2025 | 62 | +1 | 142.46M | $8.25B | +2 | −1 |
| Q3 2025 | 7 | -1 | 4.74M | $271.24M | n/a | −1 |
| Q2 2025 | 5 | 0 | 219.59K | $11.94M | n/a | n/a |
| Q1 2025 | 3 | -1 | 125.53K | $6.42M | n/a | −1 |
| Q4 2024 | 4 | -1 | 150.35K | $8.22M | +1 | −2 |
| Q3 2024 | 5 | -1 | 167.46K | $9.16M | +1 | −2 |
| Q2 2024 | 6 | n/a | 197.41K | $10.13M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 92.67M | n/a | $5.37B | 3.8% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 12.84M | n/a | $743.82M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.82M | +208.0% | $568.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Cwm, Llc | 3.59M | n/a | $207.94M | 0.6% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 2.86M | n/a | $165.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 2.02M | n/a | $116.73M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 1.96M | n/a | $113.45M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.95M | n/a | $113.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 1.53M | n/a | $88.65M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | UBS Group AG | 1.46M | n/a | $84.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 1.21M | n/a | $69.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | National Bank Of Canada /Fi/ | 1.17M | n/a | $67.81M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 13 | Corient Private Wealth LP | 945.42K | n/a | $54.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 906.46K | -0.2% | $52.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Royal Bank Of Canada | 794.75K | n/a | $46.02M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Blair William & Co/Il | 691.04K | n/a | $40.02M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 503.96K | n/a | $29.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Mml Investors Services, Llc | 495.17K | n/a | $28.68M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 463.83K | n/a | $28.04M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 426.44K | n/a | $24.69M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 343.73K | n/a | $19.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 314.42K | n/a | $18.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Ameriprise Financial Inc | 292.60K | n/a | $16.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 288.07K | n/a | $16.68M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 266.75K | n/a | $15.45M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 253.91K | +170.1% | $14.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Lido Advisors, LLC | 239.66K | n/a | $13.87M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 230.53K | n/a | $13.35M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 229.42K | -31.5% | $13.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Focus Partners Wealth | 221.96K | n/a | $12.85M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 186.60K | +9.5% | $10.81M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 32 | Truist Financial Corp | 152.02K | n/a | $8.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Cerity Partners LLC | 144.30K | n/a | $8.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Northern Trust Corp | 137.32K | n/a | $7.95M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 120.94K | n/a | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Financial Engines Advisors L.L.C. | 99.26K | n/a | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 81.07K | n/a | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 76.94K | n/a | $4.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Sumitomo Mitsui Trust Group, Inc. | 73.20K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 65.66K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Nova Scotia | 62.20K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 45.03K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 43 | Fidelity (FMR) ✦ | 37.61K | +6.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Captrust Financial Advisors | 34.68K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 31.66K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Bank Of Montreal /Can/ | 17.46K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Franklin Resources Inc | 16.02K | n/a | $927,776 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 11.66K | n/a | $675,458 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Empower Advisory Group, LLC | 9.92K | n/a | $574,525 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 9.31K | n/a | $539,116 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Neuberger Berman Group LLC | 8.42K | n/a | $487,834 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 8.13K | n/a | $470,635 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Chevy Chase Trust Holdings, LLC | 6.57K | n/a | $380,237 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 5.81K | n/a | $336,631 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fisher Asset Management ✦ | 5.10K | New | $295,550 | 0.0% | New | 1 | SEC ↗ |
| 56 | The Vanguard Group ✦ (passive) | 4.45K | New | $257,611 | 0.0% | New | 1 | SEC ↗ |
| 57 | Brown Advisory Inc | 4.32K | n/a | $249,997 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 3.92K | n/a | $227,007 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | Russell Investments Group, Ltd. | 2.52K | n/a | $146,165 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 601 | n/a | $34,804 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 157 | n/a | $9,092 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Citigroup Inc | 133 | n/a | $7,702 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $295,550 | 0.0% |
| The Vanguard Group | $257,611 | 0.0% |
Exited
| Renaissance Technologies | $577,619 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 803 holders, 236.23M shares, $12.72B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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