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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
13,100
shares
|
$712,902
0.19% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
12,966
shares
|
$705,609
0.07% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
12,915
shares
|
$702,834
0.34% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
12,831
shares
|
$698,263
0.04% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,624
shares
|
$686,998
0.18% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
12,535
shares
|
$682,154
0.1% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
12,375
shares
|
$673,447
0.02% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
12,251
shares
|
$666,699
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
12,200
shares
|
$663,924
0.1% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
12,160
shares
|
$661,747
0.14% of portfolio
|
Q4 2024
Added 101.59%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
12,158
shares
|
$661,638
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,130
shares
|
$660,114
0.0% of portfolio
|
Q4 2024
Reduced 83.69%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
11,943
shares
|
$649,938
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
11,922
shares
|
$648,795
0.17% of portfolio
|
Q4 2024
Reduced 39.84%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
11,871
shares
|
$646,019
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,846
shares
|
$644,659
0.02% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,819
shares
|
$643,189
0.01% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
11,737
shares
|
$638,727
0.2% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
11,723
shares
|
$637,965
0.01% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,706
shares
|
$637,040
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
11,614
shares
|
$632,033
0.0% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,608
shares
|
$631,707
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
11,547
shares
|
$628,387
0.15% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
11,144
shares
|
$606,456
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
11,085
shares
|
$603,245
0.37% of portfolio
|
Q4 2024
Added 18.08%
|