Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 714 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
47,240
shares
|
$2.57 Million
0.87% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
46,925
shares
|
$2.55 Million
2.22% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
45,302
shares
|
$2.47 Million
0.17% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
44,476
shares
|
$2.42 Million
1.58% of portfolio
|
Q4 2024
Added 298.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
44,379
shares
|
$2.42 Million
0.07% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
44,374
shares
|
$2.41 Million
1.58% of portfolio
|
Q4 2024
Reduced 56.65%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
43,673
shares
|
$2.38 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
43,319
shares
|
$2.36 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
43,143
shares
|
$2.35 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
43,143
shares
|
$2.35 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,097
shares
|
$2.35 Million
0.04% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
42,793
shares
|
$2.33 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
42,762
shares
|
$2.33 Million
0.22% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
42,624
shares
|
$2.32 Million
0.21% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
40,125
shares
|
$2.18 Million
0.92% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
39,518
shares
|
$2.15 Million
0.17% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
39,491
shares
|
$2.15 Million
1.0% of portfolio
|
Q4 2024
Reduced 77.64%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
39,478
shares
|
$2.15 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
38,700
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 800.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
37,653
shares
|
$2.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
37,343
shares
|
$2.03 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
37,207
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.84%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
36,795
shares
|
$2 Million
0.21% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
36,262
shares
|
$1.97 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
36,215
shares
|
$1.97 Million
0.22% of portfolio
|
Q4 2024
New holding
|