SPMD
ETF

State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF

ST STR P400MID As of Jun 30, 2026 CUSIP 78464A847
Institutional Holders
851
Total Held Value
$16.66B
Total Exact Shares
248.37M
Largest Holder
Creative Planning
101.25M shares • $6.84B
Reported Holders851
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Creative Planning $6.84B 4.0% +4.8% 101.25M Jun 30, 2026
2 Betterment $1.27B 2.2% -6.6% 18.87M Jun 30, 2026
3 LPL Financial $909.1M 0.2% +4.7% 13.46M Jun 30, 2026
4 Bank of America $585.0M <0.1% +348.3% 8.66M Jun 30, 2026
5 Valmark Advisers $479.6M 5.1% -1.6% 7.10M Jun 30, 2026
6 Envestnet Asset Management $303.2M 0.1% +8.2% 4.49M Jun 30, 2026
7 Morgan Stanley $263.0M <0.1% +2.5% 3.89M Jun 30, 2026
8 AlTi Global $189.4M 3.9% -0.7% 2.80M Jun 30, 2026
9 Facet Wealth $178.1M 2.6% +2.0% 2.64M Jun 30, 2026
10 First Command Advisory Services $137.7M 0.8% +11.6% 2.04M Jun 30, 2026
11 Northwestern Mutual Wealth Management $129.6M 0.1% -1.6% 1.92M Jun 30, 2026
12 UBS Group $115.9M <0.1% -55.3% 1.71M Jun 30, 2026
13 HighTower Advisors $111.3M 0.1% -17.5% 1.65M Jun 30, 2026
14 Koss-Olinger Consulting $106.3M 8.2% +48.0% 1.57M Jun 30, 2026
15 Osaic Holdings $103.8M 0.1% +13.6% 1.54M Jun 30, 2026
16 Wells Fargo $102.6M <0.1% +5.1% 1.52M Jun 30, 2026
17 United Capital Financial Advisors $100.7M 0.6% +4.1% 1.49M Jun 30, 2026
18 Mason Street Advisors $95.9M 8.6% -9.1% 1.42M Jun 30, 2026
19 Hancock Prospecting Pty $95.3M 1.7% — 1.41M Jun 30, 2026
20 Blair William & Co. $87.5M 0.2% +54.3% 1.29M Jun 30, 2026
Exited in Latest Filing46
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.