Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 713 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
76,994,604
shares
|
$4.32 Billion
4.1% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,932,988
shares
|
$1.01 Billion
2.36% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
12,880,512
shares
|
$723 Million
0.3% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,995,677
shares
|
$336 Million
5.14% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$323 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,707,488
shares
|
$320 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
5,390,397
shares
|
$302 Million
7.11% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Texas Permanent School Fund
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,974,252
shares
|
$167 Million
9.54% of portfolio
|
Q4 2024
Added 199.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,804,636
shares
|
$157 Million
0.21% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
2,560,704
shares
|
$144 Million
3.81% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,231,186
shares
|
$125 Million
0.01% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,709,182
shares
|
$95.9 Million
2.73% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,686,109
shares
|
$94.6 Million
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$94.2 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,456,724
shares
|
$81.7 Million
0.01% of portfolio
|
Q4 2024
Added 227.52%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
1,330,000
shares
|
$74.6 Million
1.69% of portfolio
|
Q4 2024
Added 27.88%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,305,071
shares
|
$73.2 Million
10.37% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,267,193
shares
|
$71.1 Million
0.4% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,843
shares
|
$70 Million
1.78% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,128,390
shares
|
$63.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
994,851
shares
|
$55.8 Million
3.77% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
971,653
shares
|
$54.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
916,608
shares
|
$51.4 Million
0.41% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
893,367
shares
|
$50.1 Million
1.4% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
838,859
shares
|
$47.1 Million
4.02% of portfolio
|
Q4 2024
Added 4.23%
|