§ EQUITY
USDSPMD
SS SPDR P S&P 400 MIDCAP ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
438 increased/new, 282 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Creative Planning | 96.6M | 3.9% | +4% |
| LPL Financial LLC | 12.9M | 0.2% | +0% |
| Valmark Advisers, Inc. | 7.2M | 5.1% | +2% |
| ENVESTNET ASSET MANAGEMENT INC | 4.1M | 0.1% | +45% |
| UBS Group AG | 3.8M | 0.0% | +163% |
| Morgan Stanley | 3.8M | 0.0% | −81% |
◇ AC INTELLIGENCE
Top institutional owners for SPMD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER90.4% · 745 holders
DEALER / BANK6.9% · 34 holders
INCOME / DEFENSIVE1.9% · 11 holders
QUALITY / COMPOUNDER0.5% · 8 holders
PASSIVE / INDEX0.2% · 2 holders
SYSTEMATIC / QUANT0.1% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPMD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPMD yet.