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 $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
10,987
shares
|
$597,912
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
10,805
shares
|
$588,008
0.06% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,708
shares
|
$582,729
0.15% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,586
shares
|
$576,090
0.01% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
10,524
shares
|
$572,716
0.02% of portfolio
|
Q4 2024
Added 64.51%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
10,522
shares
|
$572,607
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,522
shares
|
$572,607
0.22% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,494
shares
|
$571,083
0.04% of portfolio
|
Q4 2024
Added 104.16%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,451
shares
|
$568,743
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
10,371
shares
|
$564,389
0.07% of portfolio
|
Q4 2024
Added 120.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
10,327
shares
|
$561,995
0.0% of portfolio
|
Q4 2024
Added 65.02%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
10,207
shares
|
$555,464
0.01% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
10,105
shares
|
$549,914
0.05% of portfolio
|
Q2 2022
Reduced 1.22%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,042
shares
|
$546,485
0.05% of portfolio
|
Q4 2024
Added 58.74%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
9,963
shares
|
$542,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
9,945
shares
|
$541,206
0.26% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
9,825
shares
|
$534,676
0.02% of portfolio
|
Q4 2024
Added 84.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
9,811
shares
|
$533,914
0.03% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
9,734
shares
|
$529,724
0.26% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
9,403
shares
|
$511,711
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
9,377
shares
|
$510,296
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,272
shares
|
$504,582
0.14% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
9,211
shares
|
$501,262
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
9,189
shares
|
$500,065
0.13% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
8,905
shares
|
$484,610
0.3% of portfolio
|
Q3 2024
Reduced 51.43%
|