Effectdossier · gearchiveerd kwartaal
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Financial Services · Asset Management
64Gevolgde houders
+2Δ houders
143.48MGehouden aandelen
$8.49BGerapporteerde waarde
+5Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.2% ·
aandelenstroom +0.5% ·
netto nieuwe posities +3.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 655.53K | $31.69M | n/a | n/a |
| Q2 2026 | 63 | 0 | 153.48M | $10.36B | +4 | −4 |
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 96.64M | +4.3% | $5.72B | 3.9% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 12.85M | +0.1% | $761.13M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 4.15M | +44.8% | $245.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 3.84M | +163.0% | $227.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 3.80M | -61.3% | $224.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | Cwm, Llc | 2.26M | -37.0% | $134.04M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 2.00M | -0.9% | $118.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 1.95M | -0.5% | $115.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.93M | -1.2% | $114.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 1.44M | +19.5% | $85.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 1.35M | -11.7% | $80.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Raymond James Financial Inc | 1.05M | +108.1% | $62.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Goldman Sachs Group ✦ | 921.27K | +1.6% | $54.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Royal Bank Of Canada | 865.54K | +8.9% | $51.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Blair William & Co/Il | 838.80K | +21.4% | $49.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 570.20K | -51.3% | $33.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (passief) | 508.21K | +100.2% | $30.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Corient Private Wealth LP | 480.57K | -49.2% | $27.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 461.98K | -6.7% | $27.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 443.17K | +3.9% | $26.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 510.12K | +10.0% | $24.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 387.47K | +168.5% | $22.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Rockefeller Capital Management L.P. | 384.00K | +11.7% | $22.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | AQR Capital Management ✦ | 363.39K | +94.7% | $21.52M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 304.42K | -3.2% | $18.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | CIBC Bancorp USA Inc. | 291.28K | n/a | $17.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 283.79K | +23.1% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 274.60K | +2.9% | $16.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 282.08K | +22.9% | $16.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Ameriprise Financial Inc | 260.72K | -10.9% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 255.77K | +6.7% | $15.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 223.09K | +0.5% | $13.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 137.89K | +0.4% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 116.26K | -3.9% | $6.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 103.51K | +57.6% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 102.76K | +26.8% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 96.48K | -2.8% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 84.91K | +10.4% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Truist Financial Corp | 83.47K | -45.1% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Renaissance Technologies ✦ | 76.70K | Nieuw | $4.54M | 0.0% | New | 1 | SEC ↗ |
| 41 | Sumitomo Mitsui Trust Group, Inc. | 66.90K | -8.6% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 61.44K | +94.1% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jane Street Group, Llc | 53.27K | Nieuw | $3.15M | 0.0% | New | 1 | SEC ↗ |
| 44 | Gotham Asset Management ✦ | 48.88K | Nieuw | $2.89M | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 48.85K | +8.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 46 | Fidelity (FMR) ✦ | 42.37K | +12.7% | $2.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Captrust Financial Advisors | 40.13K | +15.7% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 24.88K | +42.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | UBS AM, a distinct business unit of… | 20.65K | +13051.0% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Franklin Resources Inc | 16.02K | 0.0% | $948,764 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 15.14K | +29.8% | $896,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 8.83K | -5.1% | $523,141 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Neuberger Berman Group LLC | 8.42K | 0.0% | $498,869 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 8.13K | 0.0% | $481,281 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Empower Advisory Group, LLC | 8.01K | -19.3% | $474,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Chevy Chase Trust Holdings, LLC | 6.57K | 0.0% | $388,839 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Balyasny Asset Management L.P. | 6.20K | Nieuw | $367,164 | 0.0% | New | 1 | SEC ↗ |
| 58 | Alliancebernstein L.P. | 5.81K | 0.0% | $336,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Brown Advisory Inc | 4.66K | +8.0% | $275,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 3.92K | 0.0% | $232,142 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 61 | Russell Investments Group, Ltd. | 1.50K | -40.5% | $89,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Barclays Plc | 1.00K | Nieuw | $59,220 | 0.0% | New | 1 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 969 | -99.7% | $57,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Citigroup Inc | 174 | +30.8% | $10,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Renaissance Technologies | $4.54M | 0.0% |
| Jane Street Group, Llc | $3.15M | 0.0% |
| Gotham Asset Management | $2.89M | 0.0% |
| Balyasny Asset Management L.P. | $367,164 | 0.0% |
| Barclays Plc | $59,220 | 0.0% |
Verlaten
| Bank Of Nova Scotia | $3.60M | was 0.0% |
| Fisher Asset Management | $295,550 | was 0.0% |
| Qube Research & Technologies… | $34,804 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 803 houders, 236.23M aandelen, $12.72B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API