SPMD Institutional Ownership
State Street SPDR Portfolio S&P 400 Mid Cap ETF
1W: +0.6%
1M: -2.3%
3M: -3.9%
YTD: +9.5%
1Y: +12.0%
3Y: +52.3%
5Y: +44.8%
$64.30
+0.62 (+0.97%)
Weekly Expected Move ±1.5%
$62
$63
$64
$65
$66
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPMD
884
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
15B
Total Invested
84
New Positions
361
Increased
313
Reduced
42
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (944 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 101,248,410 | 6.5B | +4,607,251 | +4.8% | 35Q | SEC ↗ |
| 2 | Betterment LLC | 18,865,773 | 1.2B | -1,333,524 | -6.6% | 10Q | SEC ↗ |
| 3 | LPL Financial LLC | 13,456,379 | $865M | +603,835 | +4.7% | 54Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 8,659,408 | $557M | +6,727,602 | +348.3% | 15Q | SEC ↗ |
| 5 | Valmark Advisers, Inc. | 7,099,453 | $456M | -115,834 | -1.6% | 26Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 4,488,056 | $289M | +340,186 | +8.2% | 35Q | SEC ↗ |
| 7 | MORGAN STANLEY | 3,893,545 | $250M | +95,830 | +2.5% | 60Q | SEC ↗ |
| 8 | AlTi Global, Inc. | 2,803,253 | $180M | -20,206 | -0.7% | 11Q | SEC ↗ |
| 9 | Facet Wealth, Inc. | 2,636,343 | $170M | +52,197 | +2.0% | 7Q | SEC ↗ |
| 10 | CWM, LLC | 2,263,455 | $146M | -1,327,276 | -37.0% | 18Q | SEC ↗ |
| 11 | First Command Advisory Services, Inc. | 2,038,889 | $131M | +211,146 | +11.6% | 10Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,918,268 | $123M | -30,212 | -1.6% | 30Q | SEC ↗ |
| 13 | UBS Group AG | 1,714,902 | $110M | -2,123,598 | -55.3% | 47Q | SEC ↗ |
| 14 | HighTower Advisors, LLC | 1,648,164 | $106M | -348,795 | -17.5% | 40Q | SEC ↗ |
| 15 | Koss-Olinger Consulting, LLC | 1,574,014 | $101M | +510,671 | +48.0% | 9Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 1,535,784 | $99M | +184,045 | +13.6% | 26Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 1,518,548 | $98M | +74,251 | +5.1% | 71Q | SEC ↗ |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,492,239 | $96M | +58,171 | +4.1% | 30Q | SEC ↗ |
| 19 | MASON STREET ADVISORS, LLC | 1,419,072 | $91M | -142,897 | -9.1% | 9Q | SEC ↗ |
| 20 | Hancock Prospecting Pty Ltd | 1,410,470 | $91M | — | +0.0% | 6Q | SEC ↗ |
| 21 | BLAIR WILLIAM & CO/IL | 1,294,582 | $83M | +455,777 | +54.3% | 35Q | SEC ↗ |
| 22 | Wealthcare Advisory Partners LLC | 1,230,591 | $79M | +48,386 | +4.1% | 23Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 1,223,685 | $79M | +174,886 | +16.7% | 7Q | SEC ↗ |
| 24 | Hills Bank & Trust Co | 1,215,987 | $78M | -77,650 | -6.0% | 11Q | SEC ↗ |
| 25 | Cornerstone Wealth Management, LLC | 1,107,956 | $71M | -8,168 | -0.7% | 14Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 1,050,970 | $68M | +185,426 | +21.4% | 35Q | SEC ↗ |
| 27 | Auto-Owners Insurance Co | 1,040,000 | $67M | -290,000 | -21.8% | 15Q | SEC ↗ |
| 28 | GREENLEAF TRUST | 984,218 | $63M | +82,610 | +9.2% | 4Q | SEC ↗ |
| 29 | VICUS CAPITAL | 927,780 | $60M | +11,611 | +1.3% | 22Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 920,576 | $59M | -696 | -0.1% | 15Q | SEC ↗ |
| 31 | Composition Wealth, LLC | 908,750 | $58M | +165,099 | +22.2% | 4Q | SEC ↗ |
| 32 | Farther Finance Advisors, LLC | 892,359 | $57M | +95,342 | +12.0% | 14Q | SEC ↗ |
| 33 | HHM Wealth Advisors, LLC | 856,429 | $55M | +42,057 | +5.2% | 14Q | SEC ↗ |
| 34 | BOKF, NA | 827,035 | $53M | +1,637 | +0.2% | 7Q | SEC ↗ |
| 35 | JNBA Financial Advisors | 815,885 | $52M | -35,395 | -4.2% | 31Q | SEC ↗ |
| 36 | Private Advisor Group, LLC | 778,352 | $50M | -67,870 | -8.0% | 32Q | SEC ↗ |
| 37 | 1900 WEALTH MANAGEMENT LLC | 774,635 | $50M | +17,875 | +2.4% | 12Q | SEC ↗ |
| 38 | Peterson Wealth Advisors, LLC | 748,284 | $48M | +17,488 | +2.4% | 35Q | SEC ↗ |
| 39 | AlphaStar Capital Management, LLC | 741,916 | $48M | -65,732 | -8.1% | 32Q | SEC ↗ |
| 40 | GREAT VALLEY ADVISOR GROUP, INC. | 740,863 | $48M | +3,025 | +0.4% | 30Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 732,536 | $47M | +450,457 | +159.7% | 18Q | SEC ↗ |
| 42 | BlackRock, Inc. | 729,476 | $47M | +221,266 | +43.5% | 7Q | SEC ↗ |
| 43 | RKL Wealth Management LLC | 720,231 | $46M | +40,792 | +6.0% | 8Q | SEC ↗ |
| 44 | RETIREMENT INCOME SOLUTIONS, INC | 714,469 | $46M | -2,719 | -0.4% | 27Q | SEC ↗ |
| 45 | Equitable Holdings, Inc. | 703,911 | $45M | +90,807 | +14.8% | 25Q | SEC ↗ |
| 46 | Impact Partnership Wealth, LLC | 687,948 | $44M | +41,469 | +6.4% | 11Q | SEC ↗ |
| 47 | OARSMAN CAPITAL, INC. | 642,059 | $41M | +51,731 | +8.8% | 13Q | SEC ↗ |
| 48 | Thrivent Financial for Lutherans | 625,213 | $40M | +224,523 | +56.0% | 24Q | SEC ↗ |
| 49 | Savant Capital, LLC | 595,107 | $38M | +294,055 | +97.7% | 9Q | SEC ↗ |
| 50 | Atlas Private Wealth Advisors | 559,902 | $36M | +9,664 | +1.8% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 435,087 | $28M |
| Financial Gravity Companies, Inc. | 307,321 | $20M |
| PARK AVENUE SECURITIES LLC | 224,715 | $14M |
| My Portfolio Guide, LLC | 198,060 | $13M |
| Spectrum Advisors, Inc. | 126,598 | $8M |
| TWO SIGMA INVESTMENTS, LP | 118,600 | $8M |
| First PREMIER Bank | 98,070 | $6M |
| IFG Advisory, LLC | 86,842 | $6M |
| TOP Private Wealth LLC. | 79,919 | $5M |
| Transcendent Capital Group LLC | 29,240 | $2M |
| SG Americas Securities, LLC | 28,575 | $2M |
| SMART Wealth LLC | 22,233 | $1M |
| MBM WEALTH CONSULTANTS, LLC | 20,788 | $1M |
| Strategic Financial Planning, Inc. | 20,599 | $1M |
| Janney Montgomery Scott LLC | 16,559 | $1M |
| CAPE COD FIVE CENTS SAVINGS BANK | 14,955 | $962K |
| Diversify Advisory Services, LLC | 13,007 | $836K |
| BlueChip Wealth Advisors LLC | 12,648 | $813K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 12,390 | $797K |
| ELEVATION POINT WEALTH PARTNERS, LL | 12,037 | $774K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | 521,398 | $34M |
| RENAISSANCE TECHNOLOGIES LLC | 76,700 | $5M |
| C2P Capital Advisory Group, LLC d.b | 76,488 | $5M |
| BANK OF NOVA SCOTIA | 62,200 | $4M |
| JANE STREET GROUP, LLC | 53,265 | $3M |
| Total Clarity Wealth Management, In | 42,014 | $3M |
| Charles Schwab Trust Co | 41,854 | $3M |
| JSF Financial, LLC | 36,431 | $2M |
| BLUE JEAN FINANCIAL LLC | 25,288 | $2M |
| Pinnacle Family Advisors, LLC | 22,855 | $1M |
| Compton Financial Group, LLC | 22,039 | $1M |
| PLANWISER FINANCIAL, LLC | 11,839 | $761K |
| Bleakley Financial Group, LLC | 11,467 | $737K |
| IEQ CAPITAL, LLC | 10,786 | $694K |
| NATIXIS ADVISORS, LLC | 10,427 | $670K |
| Strategic Financial Concepts, LLC | 8,221 | $529K |
| Convergence Financial, LLC | 8,018 | $516K |
| EVOKE WEALTH, LLC | 7,960 | $512K |
| Stonehage Fleming Financial Service | 7,275 | $468K |
| Balyasny Asset Management L.P. | 6,200 | $399K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +6,727,602 | +348.3% | 8,659,408 |
| Creative Planning | +4,607,251 | +4.8% | 101,248,410 |
| LPL Financial LLC | +603,835 | +4.7% | 13,456,379 |
| Koss-Olinger Consulting, LLC | +510,671 | +48.0% | 1,574,014 |
| TSG Advice Partners, LLC | +457,839 | +2502.0% | 476,138 |
| BLAIR WILLIAM & CO/IL | +455,777 | +54.3% | 1,294,582 |
| JPMORGAN CHASE & CO | +450,457 | +159.7% | 732,536 |
| STIFEL FINANCIAL CORP | +395,073 | +465.3% | 479,984 |
| ENVESTNET ASSET MANAGEMENT INC | +340,186 | +8.2% | 4,488,056 |
| Savant Capital, LLC | +294,055 | +97.7% | 595,107 |
| Thrivent Financial for Lutherans | +224,523 | +56.0% | 625,213 |
| BlackRock, Inc. | +221,266 | +43.5% | 729,476 |
| SageView Advisory Group, LLC | +214,214 | +967.4% | 236,358 |
| First Command Advisory Services, In | +211,146 | +11.6% | 2,038,889 |
| ROYAL BANK OF CANADA | +185,426 | +21.4% | 1,050,970 |
| OSAIC HOLDINGS, INC. | +184,045 | +13.6% | 1,535,784 |
| RAYMOND JAMES FINANCIAL INC | +174,886 | +16.7% | 1,223,685 |
| Composition Wealth, LLC | +165,099 | +22.2% | 908,750 |
| CIBC Bancorp USA Inc. | +142,300 | +48.9% | 433,583 |
| COMMONWEALTH EQUITY SERVICES, LLC | +106,986 | +92.0% | 223,245 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -2,123,598 | -55.3% | 1,714,902 |
| Betterment LLC | -1,333,524 | -6.6% | 18,865,773 |
| CWM, LLC | -1,327,276 | -37.0% | 2,263,455 |
| HighTower Advisors, LLC | -348,795 | -17.5% | 1,648,164 |
| Independent Advisor Alliance | -307,881 | -91.2% | 29,540 |
| Auto-Owners Insurance Co | -290,000 | -21.8% | 1,040,000 |
| SUN LIFE FINANCIAL INC | -159,823 | -40.1% | 238,587 |
| MASON STREET ADVISORS, LLC | -142,897 | -9.1% | 1,419,072 |
| Valmark Advisers, Inc. | -115,834 | -1.6% | 7,099,453 |
| Stewardship Advisors, LLC | -115,620 | -58.2% | 82,890 |
| Tower Research Capital LLC (TRC) | -96,850 | -95.9% | 4,102 |
| Mariner, LLC | -84,534 | -27.8% | 219,884 |
| Jump Financial, LLC | -84,465 | -69.1% | 37,726 |
| Hills Bank & Trust Co | -77,650 | -6.0% | 1,215,987 |
| Private Advisor Group, LLC | -67,870 | -8.0% | 778,352 |
| Focus Partners Wealth | -65,824 | -29.5% | 157,262 |
| AlphaStar Capital Management, LLC | -65,732 | -8.1% | 741,916 |
| Founders Financial Alliance, LLC | -62,826 | -74.7% | 21,235 |
| NATIONAL BANK OF CANADA /FI | -56,200 | -9.9% | 514,000 |
| Penserra Capital Management LLC | -49,271 | -12.1% | 357,197 |