Who Owns State Street SPDR Portfolio S&P 400 Mid Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF.
Who crossed 5% of SPMD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF947.7K shadded | $59.7M |
| Peterson Wealth Advisors, LLCST STR P400MID778.9K shadded | $49.1M |
| Montz Harcus Wealth Management LLCST STR P400MID261.6K shadded | $16.5M |
| Venture Visionary Partners LLCST STR P400MID257.4K shtrimmed | $16.2M |
| Gradient Investments LLCST STR P400MID195K shadded | $12.3M |
| Avidian Wealth Enterprises, LLCST STR P400MID148.7K sh— | $9.4M |
| WALLER FINANCIAL PLANNING GROUP, INCST STR P400MID141.3K shtrimmed | $8.9M |
| Bill Few Associates, Inc.ST STR P400MID110.7K shadded | $7M |
| TILIA FIDUCIARY PARTNERS, INC.ETF74.5K shadded | $4.7M |
| Post Resch Tallon Group Inc.ST STR P400MID64.2K shadded | $4M |
| Breakwater Capital GroupST STR P400MID54.8K shadded | $3.5M |
| Financial Enhancement Group LLCST STR P400MID39K shtrimmed | $2.5M |
| Wealth Enhancement Trust Services, Inc.ST STR P400MID29.8K shtrimmed | $1.9M |
| Delta Wealth Advisors LLCST STR P400MID25.6K shadded | $1.6M |
| CoreCap Advisors, LLCETF24.5K shtrimmed | $1.5M |
| Apella Capital, LLCST STR P400MID22.9K shadded | $1.5M |
| Wedmont Private CapitalST STR P400MID22.2K shadded | $1.4M |
| Worth Asset Management, LLCETF22.3K shadded | $1.4M |
| Balefire, LLCST STR P400MID21.8K shadded | $1.4M |
| FELL CAPITAL MANAGEMENT /ADVST STR P400MID19.1K shtrimmed | $1.2M |
| FINANCIAL MANAGEMENT NETWORK INCST STR P400MID14.5K shtrimmed | $932.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLCST STR P400MID12.2K shtrimmed | $769.8K |
| Taylor & Morgan Wealth Management, LLCST STR P400MID11.4K shheld | $718.7K |
| GILPIN WEALTH MANAGEMENT, LLCST STR P400MID9.7K shtrimmed | $609.3K |
| TITLEIST ASSET MANAGEMENT, LLCST STR P400MID6.4K shadded | $401K |
| SigFig Wealth Management, LLCST STR P400MID5.7K shtrimmed | $356.7K |
| Acropolis Investment Management, LLCST STR P400MID5.5K shadded | $345.9K |
| DECISION INVESTMENTS, INCST STR P400MID4.8K shheld | $303.2K |
| Valeo Financial Advisors, LLCETF4.7K shtrimmed | $297.1K |
| ECLECTIC ASSOCIATES INC /ADVST STR P400MID4.2K shtrimmed | $264.2K |
| YHB Investment Advisors, Inc.ST STR P400MID3.4K shadded | $213.8K |
| TOMPKINS FINANCIAL CORPST STR P400MID2K shtrimmed | $127.2K |
| MJT & Associates Financial Advisory Group, Inc.ETF1.5K shheld | $94.9K |
| AMERICAN NATIONAL BANK & TRUSTPORTFOLIO S&P4001.1K shheld | $66.8K |
| Trust CoETF756 shadded | $47.7K |
| GAMMA Investing LLCETF706 shheld | $44.5K |
| Bullock Wealth Management GroupETF87 shheld | $5.6K |
| Pacifica Partners Inc.STATE STREET SPD71 shheld | $4.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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