SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / PORTFOLIO S&P400
Total 13F shares
233,199,118
Share change
+12,853,083
Total reported value
$13,515,196,635
Price per share
$57.91
Number of holders
776
Value change
+$745,263,388
Number of buys
430
Number of sells
257

Institutional Holders of SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) as of Q4 2025

As of 31 Dec 2025, SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) was held by 776 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 233,199,118 shares. The largest 10 holders included Creative Planning, Betterment LLC, LPL Financial LLC, MORGAN STANLEY, Valmark Advisers, Inc., CWM, LLC, TEXAS PERMANENT SCHOOL FUND CORP, AlTi Global, Inc., ENVESTNET ASSET MANAGEMENT INC, and Facet Wealth, Inc.. This page lists 776 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.