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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
27,255
shares
|
$1.48 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
26,947
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
26,821
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
26,262
shares
|
$1.43 Million
0.88% of portfolio
|
Q4 2024
Reduced 31.94%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
25,873
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
25,279
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
25,269
shares
|
$1.38 Million
0.21% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
24,944
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
24,932
shares
|
$1.36 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
24,738
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
24,356
shares
|
$1.33 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
24,259
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
24,034
shares
|
$1.31 Million
0.59% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
23,865
shares
|
$1.3 Million
0.51% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
23,268
shares
|
$1.27 Million
0.42% of portfolio
|
Q4 2024
Reduced 80.78%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
23,131
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
22,950
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
22,935
shares
|
$1.25 Million
0.13% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
22,893
shares
|
$1.25 Million
0.87% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
22,712
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
22,557
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
22,509
shares
|
$1.22 Million
0.3% of portfolio
|
Q2 2022
Reduced 33.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
22,387
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Added 43.34%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
22,271
shares
|
$1.21 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
22,000
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 53.23%
|