Vault-13

SPDR SERIES TRUST SPMD

PORTFOLIO S&P400 · ETP · CUSIP 78464A847

843 institutional holders +30 vs Q1 2026
246,836,197246.8m shares reported held*
$16.7bnreported value*
76 new 362 added 271 reduced 39 sold out net bought ≈ $857.9m (+12.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.47.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 381Q4 22: 427Q1 23: 434Q2 23: 462Q3 23: 485Q4 23: 550Q1 24: 567Q2 24: 593Q3 24: 624Q4 24: 684Q1 25: 680Q2 25: 726Q3 25: 734Q4 25: 796Q1 26: 813Q2 26: 843843Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022381
Q4 2022427
Q1 2023434
Q2 2023462
Q3 2023485
Q4 2023550
Q1 2024567
Q2 2024593
Q3 2024624
Q4 2024684
Q1 2025680
Q2 2025726
Q3 2025734
Q4 2025796
Q1 2026813
Q2 2026843

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 24: 346 bought or addedQ3 24: 214 cut or sold outQ4 24: 356 bought or addedQ4 24: 234 cut or sold outQ4 24Q1 25: 385 bought or addedQ1 25: 269 cut or sold outQ2 25: 383 bought or addedQ2 25: 280 cut or sold outQ2 25Q3 25: 410 bought or addedQ3 25: 257 cut or sold outQ4 25: 432 bought or addedQ4 25: 264 cut or sold outQ4 25Q1 26: 451 bought or addedQ1 26: 302 cut or sold outQ2 26: 438 bought or addedQ2 26: 310 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024346214
Q4 2024356234
Q1 2025385269
Q2 2025383280
Q3 2025410257
Q4 2025432264
Q1 2026451302
Q2 2026438310

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +6,727,602+6.7m
Creative Planning Added +4,607,251+4.6m
LPL Financial LLC Added +603,835+603.8k
Koss-Olinger Consulting, LLC Added +510,671+510.7k
BLAIR WILLIAM & CO/IL Added +455,777+455.8k
JPMORGAN CHASE & CO Added +450,457+450.5k
STIFEL FINANCIAL CORP Added +395,073+395.1k
ENVESTNET ASSET MANAGEMENT INC Added +340,186+340.2k
Savant Capital, LLC Added +294,055+294.1k
Cambridge Investment Research Advisors, Inc. Added +245,830+245.8k

Biggest sellers

UBS Group AG Reduced -2,123,598-2.1m
Betterment LLC Reduced -1,333,524-1.3m
TEXAS PERMANENT SCHOOL FUND CORP Sold out -521,398-521.4k
HighTower Advisors, LLC Reduced -348,795-348.8k
Independent Advisor Alliance Reduced -307,881-307.9k
Auto-Owners Insurance Co Reduced -290,000-290.0k
SUN LIFE FINANCIAL INC Reduced -159,823-159.8k
DEBUSSY CAPITAL MANAGEMENT LP Sold out -147,263-147.3k
MASON STREET ADVISORS, LLC Reduced -142,897-142.9k
Valmark Advisers, Inc. Reduced -115,834-115.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 4.00% of their portfolio OVERLAND PARK, KS 101,248,410101.2m $6.8bn $6.8bn 4.00% Added +4.6m +4,607,251
2 Betterment LLC 2.16% of their portfolio NEW YORK, NY 18,865,77318.9m $1.3bn $1.3bn 2.16% Reduced -1.3m -1,333,524
3 LPL Financial LLC 0.20% of their portfolio FORT MILL, SC 13,456,37913.5m $909.1m $909.1m 0.20% Added +603.8k +603,835
4 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 8,659,4088.7m $585.0m $585.0m 0.04% Added +6.7m +6,727,602
5 Valmark Advisers, Inc. 5.09% of their portfolio AKRON, OH 7,099,4537.1m $479.6m $479.6m 5.09% Reduced -115.8k -115,834
6 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 4,488,0564.5m $303.2m $303.2m 0.07% Added +340.2k +340,186
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,893,5453.9m $263.0m $263.0m 0.01% Added +95.8k +95,830
8 AlTi Global, Inc. 3.91% of their portfolio NEW YORK, NY 2,803,2532.8m $189.4m $189.4m 3.91% Reduced -20.2k -20,206
9 Facet Wealth, Inc. 2.55% of their portfolio WEST PALM BEACH, FL 2,636,3432.6m $178.1m $178.1m 2.55% Added +52.2k +52,197
10 First Command Advisory Services, Inc. 0.82% of their portfolio FORT WORTH, TX 2,038,8892.0m $137.7m $137.7m 0.82% Added +211.1k +211,146
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,918,2681.9m $129.6m $129.6m 0.07% Reduced -30.2k -30,212
12 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,714,9021.7m $115.9m $115.9m 0.02% Reduced -2.1m -2,123,598
13 HighTower Advisors, LLC 0.11% of their portfolio CHICAGO, IL 1,648,1641.6m $111.3m $111.3m 0.11% Reduced -348.8k -348,795
14 Koss-Olinger Consulting, LLC 8.19% of their portfolio GAINESVILLE, FL 1,574,0141.6m $106.3m $106.3m 8.19% Added +510.7k +510,671
15 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 1,535,7841.5m $103.8m $103.8m 0.12% Added +184.0k +184,045
16 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,518,5481.5m $102.6m $102.6m 0.02% Added +74.3k +74,251
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.56% of their portfolio IRVING, TX 1,492,2391.5m $100.7m $100.7m 0.56% Added +58.2k +58,171
18 MASON STREET ADVISORS, LLC 8.64% of their portfolio MILWAUKEE, WI 1,419,0721.4m $95.9m $95.9m 8.64% Reduced -142.9k -142,897
19 Hancock Prospecting Pty Ltd 1.67% of their portfolio West Perth, C3 1,410,4701.4m $95.3m $95.3m 1.67% Unchanged
20 BLAIR WILLIAM & CO/IL 0.23% of their portfolio CHICAGO, IL 1,294,5821.3m $87.5m $87.5m 0.23% Added +455.8k +455,777
21 Wealthcare Advisory Partners LLC 1.58% of their portfolio WEST CHESTER, PA 1,230,5911.2m $83.1m $83.1m 1.58% Added +48.4k +48,386
22 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,223,6851.2m $82.7m $82.7m 0.02% Added +174.9k +174,886
23 Hills Bank & Trust Co 3.50% of their portfolio North Liberty, IA 1,215,9871.2m $82.2m $82.2m 3.50% Reduced -77.7k -77,650
24 Cornerstone Wealth Management, LLC 3.22% of their portfolio ST. PETERS, MO 1,107,9561.1m $74.9m $74.9m 3.22% Reduced -8.2k -8,168
25 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,050,9711.1m $71.0m $71.0m 0.01% Added +185.4k +185,426
26 Auto-Owners Insurance Co 1.59% of their portfolio LANSING, MI 1,040,0001.0m $70.2m $70.2m 1.59% Reduced -290.0k -290,000
27 GREENLEAF TRUST 0.64% of their portfolio KALAMAZOO, MI 984,218984.2k $66.5m $66.5m 0.64% Added +82.6k +82,610
28 VICUS CAPITAL 4.05% of their portfolio STATE COLLEGE, PA 927,780927.8k $62.7m $62.7m 4.05% Added +11.6k +11,611
29 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 920,576920.6k $62.2m $62.2m 0.01% Reduced -696 -696
30 Composition Wealth, LLC 0.72% of their portfolio LOS ANGELES, CA 908,750908.8k $61.4m $61.4m 0.72% Added +165.1k +165,099
31 Farther Finance Advisors, LLC 0.47% of their portfolio SAN FRANCISCO, CA 892,359892.4k $60.3m $60.3m 0.47% Added +95.3k +95,342
32 HHM Wealth Advisors, LLC 5.82% of their portfolio CHATTANOOGA, TN 856,429856.4k $57.9m $57.9m 5.82% Added +42.1k +42,057
33 BOKF, NA 0.77% of their portfolio TULSA, OK 827,035827.0k $55.9m $55.9m 0.77% Added +1.6k +1,637
34 JNBA Financial Advisors 4.17% of their portfolio BLOOMINGTON, MN 815,885815.9k $55.1m $55.1m 4.17% Reduced -35.4k -35,395
35 Private Advisor Group, LLC 0.24% of their portfolio MORRISTOWN, NJ 778,352778.4k $52.6m $52.6m 0.24% Reduced -67.9k -67,870
36 1900 WEALTH MANAGEMENT LLC 2.91% of their portfolio SAN ANTONIO, TX 774,635774.6k $52.3m $52.3m 2.91% Added +17.9k +17,875
37 Peterson Wealth Advisors, LLC 5.97% of their portfolio Orem, UT 748,284748.3k $50.6m $50.6m 5.97% Added +17.5k +17,488
38 AlphaStar Capital Management, LLC 3.19% of their portfolio CORNELIUS, NC 741,916741.9k $50.1m $50.1m 3.19% Reduced -65.7k -65,732
39 GREAT VALLEY ADVISOR GROUP, INC. 0.79% of their portfolio WILMINGTON, DE 740,863740.9k $50.1m $50.1m 0.79% Added +3.0k +3,025
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 732,536732.5k $49.1m $49.1m 0.00% Added +450.5k +450,457
41 BlackRock, Inc. 0.00% of their portfolio New York, NY 729,476729.5k $49.3m $49.3m 0.00% Added +221.3k +221,266
42 RKL Wealth Management LLC 3.88% of their portfolio LANCASTER, PA 720,231720.2k $48.7m $48.7m 3.88% Added +40.8k +40,792
43 RETIREMENT INCOME SOLUTIONS, INC 7.28% of their portfolio ANN ARBOR, MI 714,469714.5k $42.3m $42.3m 7.28% Reduced -2.7k -2,719
44 Equitable Holdings, Inc. 0.28% of their portfolio NEW YORK, NY 703,911703.9k $47.6m $47.6m 0.28% Added +90.8k +90,807
45 Impact Partnership Wealth, LLC 4.52% of their portfolio MARIETTA, GA 687,948687.9k $46.5m $46.5m 4.52% Added +41.5k +41,469
46 OARSMAN CAPITAL, INC. 4.59% of their portfolio MILWAUKEE, WI 642,059642.1k $43.4m $43.4m 4.59% Added +51.7k +51,731
47 Thrivent Financial for Lutherans 0.07% of their portfolio Minneapolis, MN 625,213625.2k $42.2m $42.2m 0.07% Added +224.5k +224,523
48 Savant Capital, LLC 0.11% of their portfolio ROCKFORD, IL 595,107595.1k $37.7m $37.7m 0.11% Added +294.1k +294,055
49 Atlas Private Wealth Advisors 8.28% of their portfolio RED BANK, NJ 559,902559.9k $37.8m $37.8m 8.28% Added +9.7k +9,664
50 Gerber Kawasaki Wealth & Investment Management 0.94% of their portfolio SANTA MONICA, CA 522,957523.0k $35.3m $35.3m 0.94% Added +23.5k +23,530
51 Envestnet Portfolio Solutions, Inc. 0.17% of their portfolio BERWYN, PA 516,571516.6k $34.9m $34.9m 0.17% Added +38.6k +38,644
52 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 514,000514.0k $34.7m $34.7m 0.03% Reduced -56.2k -56,200
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 498,535498.5k $22.6m $22.6m 0.04% Reduced -11.6k -11,587
54 Dakota Wealth Management 0.64% of their portfolio PALM BEACH GARDENS, FL 497,764497.8k $33.6m $33.6m 0.64% Added +95.0k +94,971
55 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 491,126491.1k $33.2m $33.2m 0.07% Added +29.1k +29,149
56 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 489,744489.7k $33.1m $33.1m 0.05% Added +9.2k +9,176
57 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 479,984480.0k $32.4m $32.4m 0.03% Added +395.1k +395,073
58 Waverly Advisors, LLC 0.19% of their portfolio BIRMINGHAM, AL 478,595478.6k $32.3m $32.3m 0.19% Added +11.5k +11,543
59 CAHABA WEALTH MANAGEMENT, INC. 1.90% of their portfolio Atlanta, GA 467,183467.2k $31.6m $31.6m 1.90% Reduced -2.9k -2,860
60 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 457,527457.5k $30.9m $30.9m 0.05% Added +14.4k +14,358
61 Financial Strategies Group, Inc. 4.68% of their portfolio OKEMOS, MI 442,361442.4k $29.4m $29.4m 4.68% Added +12.5k +12,511
62 ST GERMAIN D J CO INC 1.08% of their portfolio SPRINGFIELD, MA 442,350442.4k $29.9m $29.9m 1.08% Added +20.3k +20,288
63 Global Retirement Partners, LLC 0.45% of their portfolio San Rafael, CA 435,087435.1k $29.4m $29.4m 0.45% First filing
64 CIBC Bancorp USA Inc. 0.04% of their portfolio CHICAGO, IL 433,583433.6k $28.9m $28.9m 0.04% Added +142.3k +142,300
65 Ellenbecker Investment Group 3.31% of their portfolio WAUKESHA, WI 421,419421.4k $28.5m $28.5m 3.31% Added +39.7k +39,687
66 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 412,946412.9k $27.9m $27.9m 0.03% Added +245.8k +245,830
67 Integrity Advisory Solutions, LLC 2.84% of their portfolio DALLAS, TX 407,945407.9k $27.6m $27.6m 2.84% Added +3.8k +3,766
68 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 398,855398.9k $26.9m $26.9m 0.01% Added +35.5k +35,465
69 First National Trust Co 0.91% of their portfolio Johnstown, PA 397,969398.0k $26.9m $26.9m 0.91% Reduced -8.9k -8,857
70 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 390,075390.1k $26.4m $26.4m 0.03% Added +2.6k +2,604
71 OneAscent Financial Services LLC 1.24% of their portfolio BIRMINGHAM, AL 385,267385.3k $26.0m $26.0m 1.24% Reduced -803 -803
72 Octavia Wealth Advisors, LLC 2.21% of their portfolio CINCINNATI, OH 378,745378.7k $25.6m $25.6m 2.21% Added +13.8k +13,823
73 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 378,182378.2k $25.6m $25.6m 0.04% Reduced -5.8k -5,823
74 EVERMAY WEALTH MANAGEMENT LLC 2.58% of their portfolio ARLINGTON, VA 370,105370.1k $25.0m $25.0m 2.58% Added +38.9k +38,911
75 Penserra Capital Management LLC 0.19% of their portfolio ORINDA, CA 357,197357.2k $24.1m $24.1m 0.19% Reduced -49.3k -49,271
76 RESTON WEALTH MANAGEMENT LLC 6.28% of their portfolio Reston, VA 344,616344.6k $23.3m $23.3m 6.28% Added +2.5k +2,526
77 Marathon Strategic Advisors, LLC 13.11% of their portfolio PITTSBURGH, PA 343,706343.7k $23.2m $23.2m 13.11% Added +17.0k +16,998
78 Geneos Wealth Management Inc. 0.46% of their portfolio ENGLEWOOD, CO 336,945336.9k $22.8m $22.8m 0.46% Added +10.7k +10,748
79 Gladstone Institutional Advisory LLC 0.71% of their portfolio Bedminster, NJ 333,055333.1k $22.5m $22.5m 0.71% Added +46.7k +46,690
80 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 325,592325.6k $22.0m $22.0m 0.02% Added +51.0k +50,992
81 RFG Advisory, LLC 0.34% of their portfolio BIRMINGHAM, AL 325,572325.6k $22.0m $22.0m 0.34% Reduced -22.4k -22,378
82 Crews Bank & Trust 2.80% of their portfolio PORT CHARLOTTE, FL 317,015317.0k $21.4m $21.4m 2.80% Reduced -11.1k -11,118
83 Financial Gravity Companies, Inc. 3.37% of their portfolio Lakeway, TX 307,321307.3k $20.8m $20.8m 3.37% First filing
84 New Perspectives, Inc 6.35% of their portfolio TOUGALOO, MS 306,457306.5k $20.7m $20.7m 6.35% Added +14.0k +14,033
85 Shepherd Financial Partners LLC 1.68% of their portfolio WINCHESTER, MA 303,394303.4k $20.5m $20.5m 1.68% Added +7.6k +7,559
86 Alta Wealth Advisors LLC 5.39% of their portfolio Woburn, MA 294,514294.5k $19.9m $19.9m 5.39% Reduced -136 -136
87 Allworth Financial LP 0.08% of their portfolio FOLSOM, CA 292,169292.2k $19.7m $19.7m 0.08% Reduced -8.7k -8,714
88 Avior Wealth Management, LLC 0.52% of their portfolio OMAHA, NE 290,317290.3k $19.6m $19.6m 0.52% Added +3.9k +3,916
89 FIFTH THIRD BANCORP 0.03% of their portfolio CINCINNATI, OH 277,214277.2k $18.7m $18.7m 0.03% Reduced -6.6k -6,576
90 COLDSTREAM CAPITAL MANAGEMENT INC 0.23% of their portfolio BELLEVUE, WA 273,796273.8k $18.5m $18.5m 0.23% Added +5.1k +5,095
91 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 266,427266.4k $18.0m $18.0m 0.09% Added +100.0k +99,955
92 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 265,663265.7k $17.9m $17.9m 0.06% Added +9.9k +9,897
93 NORTH STAR ASSET MANAGEMENT INC 0.69% of their portfolio NEENAH, WI 258,787258.8k $17.5m $17.5m 0.69% Added +3.7k +3,749
94 Venture Visionary Partners LLC 0.49% of their portfolio Sylvania, OH 257,868257.9k $17.4m $17.4m 0.49% Reduced -7.6k -7,604
95 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 257,591257.6k $17.4m $17.4m 0.00% Reduced -3.1k -3,132
96 Montz Harcus Wealth Management LLC 6.18% of their portfolio New Orleans, LA 257,179257.2k $17.4m $17.4m 6.18% Added +17.1k +17,084
97 Summit Trail Advisors, LLC 0.22% of their portfolio NEW YORK, NY 255,712255.7k $17.3m $17.3m 0.22% Reduced -20.6k -20,616
98 Bensler, LLC 1.48% of their portfolio Bellevue, WA 247,497247.5k $16.7m $16.7m 1.48% Added +11.3k +11,301
99 Cascade Financial Partners, LLC 1.45% of their portfolio SAN DIEGO, CA 247,468247.5k $16.7m $16.7m 1.45% Added +9.6k +9,579
100 SUN LIFE FINANCIAL INC 0.83% of their portfolio Toronto, A6 238,587238.6k $16.1m $16.1m 0.83% Reduced -159.8k -159,823