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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,961
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
21,875
shares
|
$1.19 Million
0.58% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
21,383
shares
|
$1.16 Million
0.49% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
20,952
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,728
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 37.34%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
20,477
shares
|
$1.11 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
20,285
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
20,261
shares
|
$1.1 Million
0.1% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
19,658
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
19,650
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
19,517
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
19,446
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
19,155
shares
|
$1.04 Million
0.69% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,852
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
18,700
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 55.32%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
18,479
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
18,373
shares
|
$999,858
0.15% of portfolio
|
Q3 2024
Added 117.12%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
18,142
shares
|
$987,287
0.37% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
18,132
shares
|
$986,743
0.19% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
18,099
shares
|
$984,947
0.69% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
17,963
shares
|
$977,546
0.09% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
17,913
shares
|
$974,825
0.09% of portfolio
|
Q4 2024
Added 21.42%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
17,893
shares
|
$973,737
0.31% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
17,871
shares
|
$972,539
0.39% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
17,770
shares
|
$967,043
0.2% of portfolio
|
Q4 2024
Added 15.02%
|