Inst. Holders
50 funds
SP
SPMD
SPDR SERIES TRUST
$64.30 ▲ +0.97%
Prev close $63.6818 New Institutional Positions8 Institutional Exits
Snapshot
The big-picture read on SPMD right now — valuation, ownership and activity at a glance.
Inst. Value
$11.0B
Inst. Activity
18 buys / 8 sells
SEC Reports
1
Price chart 30d -3.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: SPMD — 63.4% short (0.7M / 1.1M)
Short: 697,710 | Exempt: 1,665 | TRF Vol: 1,100,687 | Short Ratio: 63.4% | Off-exchange volume (dark
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — DOUBLED
8,659,408 shares ($585.0M)
Jun 30, 2026 Inst.
Feb 28, 2026 SEC UBS Group AG — TRIM
1,714,902 shares ($115.9M)
Three major passive institutions — Vanguard, Morgan Stanley, and Wells Fargo — significantly increased their holdings in
INST-CLUSTER — Impact 6/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 6.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: SPMD — 63.4% short (0.7M / 1.1M)
Short: 697,710 | Exempt: 1,665 | TRF Vol: 1,100,687 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SPMD — 70.7% short (0.4M / 0.6M)
Short: 446,229 | Exempt: 7 | TRF Vol: 631,520 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: SPMD — 75.4% short (0.5M / 0.7M)
Short: 530,768 | Exempt: 60 | TRF Vol: 703,990 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: SPMD — 72.2% short (0.6M / 0.8M)
Short: 574,756 | Exempt: 0 | TRF Vol: 796,013 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: SPMD — 80.7% short (0.8M / 1.0M)
Short: 776,701 | Exempt: 65 | TRF Vol: 962,338 | Short Ratio: 80.7% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own SPMD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.0B total value (162,328,495 shares) as of 2026-Q2. Top holders: Creative, LPL, BANK. Net buying activity: 18 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Creative Planning | 101,248,410 | $6.8B | 62.5% | — |
| LPL Financial LLC | 13,456,379 | $909.1M | 8.3% | — |
| BANK OF AMERICA CORP /DE/ | 8,659,408 | $585.0M | 5.3% | DOUBLED +348.3% |
| ENVESTNET ASSET MANAGEMENT INC | 4,488,056 | $303.2M | 2.8% | ADD +44.8% |
| MORGAN STANLEY | 3,893,545 | $263.0M | 2.4% | TRIM -61.3% |
| First Command Advisory Services, Inc. | 2,038,889 | $137.7M | 1.3% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,918,268 | $129.6M | 1.2% | — |
| UBS Group AG | 1,714,902 | $115.9M | 1.1% | TRIM -55.3% |
| HighTower Advisors, LLC | 1,648,164 | $111.3M | 1.0% | — |
| OSAIC HOLDINGS, INC. | 1,535,784 | $103.8M | 0.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,931,806 | 8,659,408 | +348.3% | $585.0M |
| UBS Group AG | TRIM | 3,838,500 | 1,714,902 | -55.3% | $115.9M |
| BLAIR WILLIAM & CO/IL | ADD | 838,805 | 1,294,582 | +54.3% | $87.5M |
| BlackRock, Inc. | ADD | 508,210 | 729,476 | +43.5% | $49.3M |
| JPMORGAN CHASE & CO | DOUBLED | 282,079 | 732,536 | +159.7% | $49.1M |
| STIFEL FINANCIAL CORP | DOUBLED | 84,911 | 479,984 | +465.3% | $32.4M |
| CIBC Bancorp USA Inc. | ADD | 291,283 | 433,583 | +48.9% | $28.9M |
| Integrated Wealth Concepts LLC | ADD | 166,472 | 266,427 | +60.0% | $18.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 116,259 | 223,245 | +92.0% | $15.1M |
| Mariner, LLC | TRIM | 304,418 | 219,884 | -27.8% | $14.9M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SPMD.
Shares short
759,982
Settlement Sep 15, 2026
Change vs prior
+5.1%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All SPMD filing & press-release reports (1)
- INST-CLUSTER reportFeb 28, 2026