As of the latest SEC filings, STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) is held by 28 institutional funds. The largest fund shareholder is Active/Passive Balanced Portfolio (N/A), holding an estimated $67,490,073.00 in market value, representing 3.50% of its portfolio.
Funds holding STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SPMD
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Active/Passive Balanced Portfolio
|
ETF | Independent / Boutique | 3.50% | $67,490,073.00 | 1,139,650 | Mar 31, 2026 | May 27, 2026 |
|
-
TOPS Aggressive Growth ETF Portfolio
|
ETF | Independent / Boutique | 13.99% | $43,152,192.72 | 728,676 | Mar 31, 2026 | Jun 1, 2026 |
|
-
TOPS Growth ETF Portfolio
|
ETF | Independent / Boutique | 11.04% | $36,689,810.22 | 619,551 | Mar 31, 2026 | May 29, 2026 |
|
-
TOPS Moderate Growth ETF Portfolio
|
ETF | Independent / Boutique | 8.06% | $20,157,066.72 | 340,376 | Mar 31, 2026 | May 29, 2026 |
|
TBFG
The Brinsmere Fund - Growth ETF
|
ETF | Independent / Boutique | 4.67% | $16,545,238.92 | 279,386 | Mar 31, 2026 | May 28, 2026 |
|
-
TOPS Managed Risk Growth ETF Portfolio
|
ETF | Independent / Boutique | 9.95% | $16,038,493.38 | 270,829 | Mar 31, 2026 | May 28, 2026 |
|
-
Active/Passive Moderate Portfolio
|
ETF | Independent / Boutique | 4.80% | $14,131,076.40 | 238,620 | Mar 31, 2026 | May 27, 2026 |
|
-
TOPS Balanced ETF Portfolio
|
ETF | Independent / Boutique | 5.07% | $7,951,410.18 | 134,269 | Mar 31, 2026 | May 29, 2026 |
|
TBFC
The Brinsmere Fund - Conservative ETF
|
ETF | Independent / Boutique | 2.18% | $7,423,996.86 | 125,363 | Mar 31, 2026 | May 28, 2026 |
|
-
TOPS Managed Risk Moderate Growth ETF Portfolio
|
ETF | Independent / Boutique | 7.25% | $7,418,074.86 | 125,263 | Mar 31, 2026 | May 28, 2026 |
|
-
TOPS Managed Risk Flex ETF Portfolio
|
ETF | Independent / Boutique | 5.45% | $6,395,286.24 | 107,992 | Mar 31, 2026 | May 28, 2026 |
|
-
Active/Passive Very Aggressive Portfolio
|
ETF | Independent / Boutique | 8.05% | $5,730,837.84 | 96,772 | Mar 31, 2026 | May 27, 2026 |
|
-
Active/Passive Aggressive Portfolio
|
ETF | Independent / Boutique | 6.42% | $4,158,546.84 | 70,222 | Mar 31, 2026 | May 27, 2026 |
|
-
TOPS Managed Risk Balanced ETF Portfolio
|
ETF | Independent / Boutique | 4.52% | $2,657,971.26 | 44,883 | Mar 31, 2026 | May 28, 2026 |
|
-
TOPS Conservative ETF Portfolio
|
ETF | Independent / Boutique | 4.08% | $2,010,992.76 | 33,958 | Mar 31, 2026 | May 29, 2026 |
|
RHTX
RH Tactical Outlook ETF
|
ETF | Independent / Boutique | 21.47% | $1,941,932.61 | 30,957 | Feb 28, 2026 | Apr 27, 2026 |
|
-
Madison Target Retirement 2040 Fund
|
ETF | Independent / Boutique | 2.61% | $1,023,736.14 | 17,287 | Mar 31, 2026 | May 22, 2026 |
|
-
Madison Target Retirement 2050 Fund
|
ETF | Independent / Boutique | 2.91% | $1,010,826.18 | 17,069 | Mar 31, 2026 | May 22, 2026 |
|
-
Madison Target Retirement 2030 Fund
|
ETF | Independent / Boutique | 1.54% | $808,885.98 | 13,659 | Mar 31, 2026 | May 22, 2026 |
|
-
SFT Index 400 Mid-Cap Fund
|
ETF | Independent / Boutique | 0.33% | $787,626.00 | 13,300 | Mar 31, 2026 | May 26, 2026 |
|
-
Active/Passive Conservative Portfolio
|
ETF | Independent / Boutique | 2.29% | $730,537.92 | 12,336 | Mar 31, 2026 | May 27, 2026 |
|
WSGE
Warren Street Global Equity ETF
|
ETF | Independent / Boutique | 0.79% | $459,814.86 | 7,206 | Apr 30, 2026 | Jun 29, 2026 |
|
JAKDX
JPMorgan SmartRetirement Blend 2070 Fund
|
MF | JPMorgan | 6.55% | $123,296.04 | 2,082 | Mar 31, 2026 | May 29, 2026 |
|
-
Madison Target Retirement 2020 Fund
|
ETF | Independent / Boutique | 1.11% | $112,044.24 | 1,892 | Mar 31, 2026 | May 22, 2026 |
|
JAKBX
JPMorgan SmartRetirement 2070 Fund
|
MF | JPMorgan | 3.97% | $74,557.98 | 1,259 | Mar 31, 2026 | May 29, 2026 |
Advertisement (320x50)