SPDR SER TR

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SPMD·78464A847·US·ETF

SPMD (SPDR SER TR) is held by 107 institutional investors as of Q2 2026. Largest holders: Creative Planning ($6.8B), LPL Financial LLC ($909.1M), BANK OF AMERICA CORP /DE/ ($585M). Net institutional sentiment: Bullish.

107

Holders

(14 Elite)

$11.1B

Total Value

70% (105)

Consensus

74 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)76

Insider (Form 4)43

Activist (13D/13G)81

Congressional (STOCK Act)60

Holder Quality

37

★★★★★

Elite

57

★★★★

Strong

45

★★★

Solid

83

★★

Below

26

★

Weak

Held by 107 funds

14 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SPMD.

Top Holders

Top Holders (107)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Increased	101.2M(+4.8%)	$6.8B	4.0%	+46.27%	61
LPL Financial LLC	Increased	13.5M(+4.7%)	$909.1M	0.2%	+54.52%	40
BANK OF AMERICA CORP /DE/	Increased	8.7M(+348.3%)	$585M	0.0%	+0.23%	51
ENVESTNET ASSET MANAGEMENT INC	Increased	4.5M(+8.2%)	$303.2M	0.1%	+18.38%	34
MORGAN STANLEY	Increased	3.9M(+2.5%)	$263M	0.0%	+15.85%	32
First Command Advisory Services, Inc.	Increased	2M(+11.6%)	$137.7M	0.8%	+14.97%	48
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	1.9M(-1.6%)	$129.6M	0.1%	+31.02%	0
UBS Group AG	Decreased	1.7M(-55.3%)	$115.9M	0.0%	+16.75%	0
HighTower Advisors, LLC	Decreased	1.6M(-17.5%)	$111.3M	0.1%	+45.49%	0
OSAIC HOLDINGS, INC.	Increased	1.5M(+13.6%)	$103.8M	0.1%	+29.85%	41
WELLS FARGO & COMPANY/MN	Increased	1.5M(+5.1%)	$102.6M	0.0%	+23.37%	32
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	1.5M(+4.1%)	$100.7M	0.6%	+18.34%	44
BLAIR WILLIAM & CO/IL	Increased	1.3M(+54.3%)	$87.5M	0.2%	+17.04%	50
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+16.7%)	$82.7M	0.0%	+10.20%	35
ROYAL BANK OF CANADA	Increased	1.1M(+21.4%)	$71M	0.0%	+14.41%	36
GREENLEAF TRUST	Increased	984,218(+9.2%)	$66.5M	0.6%	+10.39%	46
GOLDMAN SACHS GROUP INC	Decreased	920,576(-0.1%)	$62.2M	0.0%	+26.12%	0
Farther Finance Advisors, LLC	Increased	892,359(+12.0%)	$60.3M	0.5%	+21.82%	39
Private Advisor Group, LLC	Decreased	778,352(-8.0%)	$52.6M	0.2%	+70.46%	0
BlackRock, Inc.	Increased	729,476(+43.5%)	$49.3M	0.0%	+5.96%	39

Showing 1-20 of 113

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer