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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
17,660
shares
|
$961,057
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
17,575
shares
|
$956,431
0.0% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
17,487
shares
|
$951,642
0.16% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
17,456
shares
|
$949,955
0.41% of portfolio
|
Q4 2024
Reduced 48.39%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
17,407
shares
|
$947,288
0.26% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
17,391
shares
|
$946,418
0.11% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,833
shares
|
$916,051
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
16,785
shares
|
$913,439
1.22% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
16,769
shares
|
$912,568
0.07% of portfolio
|
Q4 2024
Added 75.17%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
16,666
shares
|
$906,963
0.22% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
16,391
shares
|
$891,998
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
16,361
shares
|
$890,365
0.39% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
16,212
shares
|
$882,257
0.55% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
16,090
shares
|
$875,617
0.25% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
15,964
shares
|
$868,760
0.45% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
15,786
shares
|
$859,074
1.02% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,611
shares
|
$849,550
0.01% of portfolio
|
Q4 2024
Added 43.77%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
15,506
shares
|
$843,836
0.08% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
15,488
shares
|
$842,856
0.41% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
15,415
shares
|
$838,884
0.42% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
15,389
shares
|
$837,469
0.2% of portfolio
|
Q4 2024
Added 24.5%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
15,259
shares
|
$830,394
0.25% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
15,142
shares
|
$824,027
0.13% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
14,994
shares
|
$815,973
0.25% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
14,925
shares
|
$812,218
0.06% of portfolio
|
Q4 2024
Reduced 9.85%
|