SPMD institutional holders

State Street SPDR Portfolio S&P 400 Mid Cap ETF · 872 reporting institutions · $15.5B reported value

Funds that can replace SPMD · SPMD return decomposition

Institutional holdings

Institutions reporting SPMD, largest first
InstitutionReported positionAdvisors at firmReport period
Creative Planning$6.8B1,1712026-06-30
Lpl Financial LLC$909.1M23,4582026-06-30
Bank of America Corp /de$585M02026-06-30
Valmark Advisers, Inc.$479.6M2952026-06-30
Envestnet Pmc$303.2M602026-06-30
Morgan Stanley$263M23,1852026-06-30
Alti Global, Inc.$189.4M02026-06-30
Facet Wealth, Inc.$178.1M952026-06-30
First Command Advisory Services$137.7M1,0122026-06-30
Cwm, LLC$134M6672026-03-31
Northwestern Mutual Wealth Management Co$129.6M02026-06-30
UBS Group AG$115.9M02026-06-30
Hightower Advisors, LLC$111.3M1,0462026-06-30
Koss-Olinger Consulting, LLC$106.3M182026-06-30
Osaic Holdings, Inc.$103.8M02026-06-30
Wells Fargo & Company/mn$102.6M02026-06-30
United Capital Financial Advisors, LLC$100.7M1662026-06-30
Mason Street Advisors, LLC$95.9M02026-06-30
Hancock Prospecting Pty Ltd$95.3M02026-06-30
Blair William & Co/il$87.5M3292026-06-30
Wealthcare Advisory Partners LLC$83.1M1702026-06-30
Raymond James Financial Inc$82.7M02026-06-30
Hills Bank & Trust Co$82.2M02026-06-30
Cornerstone Wealth Management, LLC$74.9M02026-06-30
Royal Bank of Canada$71M02026-06-30
Auto-Owners Insurance Co$70.2M02026-06-30
Greenleaf Trust$66.5M02026-06-30
Vicus Capital$62.7M902026-06-30
Goldman Sachs Group Inc$62.2M02026-06-30
Composition Wealth, LLC$61.4M762026-06-30
Farther Finance Advisors, LLC$60.3M3342026-06-30
Hhm Wealth Advisors, LLC$57.9M122026-06-30
Bokf, NA$55.9M02026-06-30
Jnba Financial Advisors$55.1M302026-06-30
Private Advisor Group, LLC$52.6M9272026-06-30
1900 Wealth$52.3M182026-06-30
Peterson Wealth Advisors, LLC$50.6M142026-06-30
Alphastar Capital Management, LLC$50.1M1572026-06-30
Great Valley Advisor Group, LLC$50.1M2052026-06-30
Blackrock, Inc.$49.3M02026-06-30
Jpmorgan Chase & Co$49.1M02026-06-30
Rkl Private Wealth$48.7M292026-06-30
Equitable Holdings, Inc.$47.6M02026-06-30
Impact Partnership Wealth, LLC$46.5M922026-06-30
Oarsman Capital, Inc.$43.4M142026-06-30
Retirement Income Solutions, Inc$42.3M162026-06-30
Atlas Private Wealth Advisors$37.8M192026-06-30
Savant Wealth Management$37.7M4052026-06-30
Gerber Kawasaki Wealth & Investment Management$35.3M392026-06-30
Envestnet Portfolio Solutions, Inc.$34.9M32026-06-30
National Bank of Canada /fi$34.7M02026-06-30
Dakota Wealth Management$33.6M02026-06-30
MML Investors Services, LLC$33.2M5,1202026-06-30
Corient Private Wealth LP$33.1M6742026-06-30
Stifel Financial Corp$32.4M02026-06-30
Waverly Advisors, LLC$32.3M2312026-06-30
Cahaba Wealth Management, Inc.$31.6M172026-06-30
Assetmark, Inc$30.9M2202026-06-30
St Germain D J Co Inc$29.9M02026-06-30
Global Retirement Partners LLC$29.4M4912026-06-30
Financial Strategies Group, Inc.$29.4M72026-06-30
CIBC Bancorp USA Inc.$28.9M02026-06-30
Ellenbecker Investment Group$28.5M202026-06-30
Tsg Advice Partners, LLC$28.2M112026-03-31
Integrity Advisory Solutions, LLC$27.6M1272026-06-30
Aqr Capital Management LLC$26.9M12026-06-30
First National Trust Co$26.9M02026-06-30
Cerity Partners LLC$26.4M7772026-06-30
Oneascent Financial Services LLC$26M852026-06-30
Octavia Wealth Advisors LLC$25.6M332026-06-30
Rockefeller Capital Management LP$25.6M3462026-06-30
Evermay Wealth Management LLC$25M232026-06-30
Reston Wealth Management LLC$23.3M42026-06-30
Marathon Strategic Advisors, LLC$23.2M12026-06-30
Geneos Wealth Management, Inc.$22.8M1932026-06-30
Wealth Enhancement Advisory Services, LLC$22.6M1,0262026-06-30
Gladstone Institutional Advisory LLC$22.5M1082026-06-30
Cetera Investment Advisers$22M10,3702026-06-30
Rfg Advisory, LLC$22M1912026-06-30
Crews Bank & Trust$21.4M02026-06-30
Financial Gravity Companies, Inc.$20.8M02026-06-30
New Perspectives, Inc.$20.7M42026-06-30
Shepherd Financial Partners LLC$20.5M82026-06-30
Alta Wealth Advisors LLC$19.9M122026-06-30
Allworth Financial, LP$19.7M3172026-06-30
Avior Wealth Management, LLC$19.6M692026-06-30
Fifth Third Bancorp$18.7M02026-06-30
Coldstream Capital Management Inc$18.5M1362026-06-30
Abich Financial Wealth Management LLC$18M72025-09-30
Integrated Wealth Concepts LLC$18M4802026-06-30
Lido Advisors, LLC$17.9M3202026-06-30
Financial Gravity Asset Management, Inc.$17.7M12026-03-31
North Star Asset Management Inc$17.5M132026-06-30
Venture Visionary Partners LLC$17.4M312026-06-30
Ameriprise Financial Inc$17.4M02026-06-30
Montz Harcus Wealth Management LLC$17.4M62026-06-30
Summit Trail Advisors, LLC$17.3M272026-06-30
Bensler, LLC$16.7M322026-06-30
Cascade Financial Partners, LLC$16.7M72026-06-30
Sageview Advisory Group, LLC$16M942026-06-30
Higgins & Schmidt Wealth Strategies LLC$15.5M42026-06-30
Commonwealth Equity Services, LLC$15.1M2,8632026-06-30
Iag Wealth Partners, LLC$15.1M172026-06-30
Tpg Financial Advisors, LLC$15M182026-06-30
Mariner, LLC$14.9M02026-06-30
Wbh Advisory Inc$14.2M112026-06-30
Moneta Group Investment Advisors LLC$14.2M2562026-06-30
Citizens & Northern Corp$14.1M02026-06-30
Psi Advisors, LLC$14M112026-06-30
Retirement Financial Solutions, LLC$13.7M152026-06-30
Beacon Pointe Advisors, LLC$13.6M4662026-06-30
Assembly Wealth$13.4M62026-06-30
Ff Advisors, LLC$12.9M02026-06-30
Sanctuary Advisors, LLC$12.5M4012026-06-30
Newedge Advisors$12.5M6012026-06-30
Western Wealth Management, LLC$12.4M1122026-06-30
Louisiana State Employees Retirement System$12.4M02026-06-30
Gradient Investments, LLC$11.8M312026-06-30
Lumbard & Kellner, LLC$11.8M32026-06-30
Xy Planning Network, Inc.$11.8M02026-06-30
My Portfolio Guide, LLC$11.7M32026-03-31
Warren Street Wealth Advisors, LLC$11.7M102026-06-30
Zhang Financial LLC$11.5M202026-06-30
Nottingham Advisors, Inc.$11.2M82026-06-30
Pathstone Holdings, LLC$11.2M02026-06-30
Collaborative Wealth Managment Inc.$11.1M132026-06-30
Cgn Advisors LLC$11.1M362026-06-30
Windsor Capital Management, LLC$10.6M62026-06-30
Focus Partners Wealth$10.6M1,0482026-06-30
Northcrest Asset Manangement, LLC$10.5M02026-06-30
Wealth Management Resources, Inc.$10.3M62026-06-30
Berkeley Capital Partners, LLC$10.3M82026-06-30
Waller Financial Planning Group, Inc$10.2M62026-06-30
Madison Asset Management, LLC$10.2M12026-06-30
Austin Private Wealth, LLC$10M02025-12-31
Private Wealth Group, LLC$9.8M12026-06-30
Wealthspire Advisors, LLC$9.8M2372026-06-30
Retiremitten Financial LLC$9.7M52026-06-30
Northern Trust Corp$9.6M02026-06-30
Millington Financial Advisors, LLC$9.5M52026-06-30
Kwb Wealth$9.4M102026-06-30
Carnegie Investment Counsel$9.3M372026-06-30
Iht Wealth Management LLC$9.3M1592026-06-30
Bok Financial Private Wealth, Inc.$9.2M272026-06-30
Orion Porfolio Solutions, LLC$8.9M1992026-06-30
Inspire Trust Co, N.A.$8.8M02026-06-30
Chicago Partners Investment Group LLC$8.8M572026-06-30
Alphacore Capital LLC$8.8M692026-06-30
Af Advisors, Inc.$8.6M22026-06-30
California Capital Management$8.3M52026-06-30
Stratos Wealth Partners, Ltd.$8.2M3862026-06-30
Two Sigma Investments, LP$8M02026-06-30
Onedigital Investment Advisors LLC$7.9M3862026-06-30
Evergreen Capital Management LLC$7.9M282026-06-30
Jones Financial Companies LLLP$7.9M02026-06-30
Abound Financial, LLC$7.9M32026-06-30
Carsonallaria Wealth Management, Ltd.$7.8M62026-06-30
O'Donnell Financial Services, LLC$7.6M62026-06-30
Resonant Capital Advisors, LLC$7.6M152026-06-30
Spc Financial, Inc.$7.4M02025-09-30
Independent Financial Group, LLC$7.4M4812026-06-30
Bill Few Associates, Inc.$7.2M282026-06-30
Modera Wealth Management, LLC$7.2M1352026-06-30
Quantinno Capital Management LP$7.2M02026-06-30
Arete Wealth Advisors, LLC$7.2M1462026-06-30
Addison Capital Co$7.1M32026-06-30
Pecaut & Co.$7.1M32026-06-30
Harbour Investments, Inc.$7.1M2472026-06-30
Up Capital Management, Inc.$7.1M22026-06-30
Verus Capital Partners, LLC$7M472026-06-30
Arkadios Wealth Advisors$7M2262026-06-30
Aptus Capital Advisors, LLC$6.7M212026-06-30
Jacksonville Wealth Management, LLC$6.7M52026-06-30
Corevision Financial Group$6.6M102026-06-30
Advance Capital Management, Inc.$6.6M312026-06-30
Highpoint Advisor Group LLC$6.5M1142026-06-30
Edelman Financial Engines$6.4M7222026-06-30
Wealth Advisory Solutions, LLC$6.3M92026-06-30
Ausdal Financial Partners, Inc.$6.3M1892026-06-30
Pinkerton Wealth, LLC$6.1M192026-06-30
Register Financial Advisors LLC$6M02026-06-30
Geowealth Management, LLC$5.9M02026-06-30
Ifg Advisory, LLC$5.9M1102026-06-30
Robinswood Financial LLC$5.8M62026-06-30
True Financial Group$5.7M22026-06-30
Flagship Harbor Advisors, LLC$5.7M602026-06-30
True Freedom Investing, LLC$5.7M22026-06-30
Truist Financial Corp$5.7M02026-06-30
Stewardship Advisors, LLC$5.6M92026-06-30
Ae Wealth Management LLC$5.5M4712026-06-30
Foronjy Financial$5.4M42026-06-30
Top Private Wealth Llc.$5.4M22026-06-30
The Clark Group Asset Management$5.4M32026-06-30
Vista Investment Management$5.3M42026-06-30
Tradewinds Capital Management, LLC$5.3M72026-06-30
World Investment Advisors$5.2M3592026-06-30
Concurrent Investment Advisors, LLC$5.1M3492026-06-30
Manhattan West Asset Management, LLC$5.1M102026-06-30
Arborfi Advisors, LLC$5M22026-06-30
Mayflower Advisors$5M272026-06-30
Capital Investment Advisory Services, LLC$4.9M1032026-06-30
Pure Financial Advisors, LLC$4.9M882026-06-30
Blueprint Investment Partners LLC$4.9M52026-06-30
Signal Advisors Wealth, LLC$4.9M452026-06-30
Apollon Wealth Management, LLC$4.9M1512026-06-30
Luken Investment Analytics, LLC$4.8M52026-06-30
Jacobi Capital Management LLC$4.8M322026-06-30
Atlanta Consulting Group Advisors, LLC$4.8M82026-06-30
Landmark Wealth Management, Inc.$4.7M72026-06-30
Syntegra Private Wealth Group, LLC$4.6M122026-06-30
Sumitomo Mitsui Trust Group, Inc.$4.6M02026-06-30
Benchmark Financial, LLC$4.6M42026-06-30
Omnitrust Wealth Management, Inc$4.5M02026-03-31
Summit Financial, LLC$4.5M2292026-06-30
Compass Wealth Management LLC$4.5M62026-06-30
Tilia Fiduciary Partners, Inc.$4.4M52026-06-30
Aspetuck Financial Management LLC$4.3M12026-06-30
Lynx Investment Advisory$4.3M112026-06-30
G&S Capital LLC$4.3M62026-06-30
Susquehanna International Group, LLP$4.2M02026-06-30
Financial Solutions Advisory Group$4.1M82026-06-30
Chemung Canal Trust Co$4.1M02026-06-30
Post Resch Tallon Group Inc.$4.1M62026-06-30
National Wealth Management Group, LLC$4M182026-06-30
Simplicity Wealth, LLC$4M02026-06-30
Zinnia Wealth Advisory, LLC$4M42026-06-30
Kestra Private Wealth Services, LLC$3.9M2062026-06-30
Kagan Cocozza Asset Management$3.9M22026-06-30
Fiduciary Group, LLC$3.9M132026-06-30
Bank of New York Mellon Corp$3.8M02026-06-30
Atria Investments, Inc$3.8M62026-06-30
United Asset Strategies, Inc.$3.8M252026-06-30
Perennial Investment Advisors, LLC$3.8M492026-06-30
Walkner Condon Financial Advisors LLC$3.7M152026-06-30
Capital Investment Management, Inc.$3.7M52026-06-30
Moneco Advisors, LLC$3.6M502026-06-30
Novapoint Capital LLC$3.6M42026-06-30
Ifp Advisors, Inc$3.6M3182026-06-30
&partners$3.6M5552026-06-30
Power Wealth Management LLC$3.5M72026-06-30
Crestwood Advisors Group, LLC$3.5M402026-06-30
Fmr LLC$3.5M02026-06-30
Aspire Private Capital$3.5M82026-06-30
Naples Global Advisors, LLC$3.5M162026-06-30
Tandem Investment Partners, LLC$3.5M42026-06-30
Ballast Rock Private Wealth LLC$3.4M102026-06-30
Arq Wealth Advisors, LLC$3.4M152026-06-30
Alaska Wealth Advisors, LLC$3.4M132026-06-30
Breakwater Capital Group$3.4M52026-06-30
Vestmark Advisory Solutions, Inc.$3.4M82026-06-30

The 250 largest of 872 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30