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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
8,828
shares
|
$497,016
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
8,762
shares
|
$493,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
8,689
shares
|
$489,190
0.17% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
8,687
shares
|
$489,078
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
8,675
shares
|
$488,402
0.06% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
8,639
shares
|
$486,375
0.08% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
8,636
shares
|
$486,206
0.32% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
8,631
shares
|
$485,925
0.02% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,600
shares
|
$484,180
0.01% of portfolio
|
Q4 2024
Added 46.98%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
8,578
shares
|
$482,941
0.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
8,500
shares
|
$478,550
0.3% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,494
shares
|
$478,212
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
8,449
shares
|
$475,678
0.13% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
8,364
shares
|
$470,893
0.22% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8,246
shares
|
$464,249
0.16% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
8,196
shares
|
$461,434
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$461,378
0.0% of portfolio
|
Q3 2023
Reduced 2.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,059
shares
|
$453,721
0.01% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
8,044
shares
|
$452,877
0.16% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
8,019
shares
|
$451,469
0.44% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
7,997
shares
|
$450,231
0.02% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,976
shares
|
$449,048
0.02% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
7,974
shares
|
$448,936
0.01% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
7,941
shares
|
$447,078
0.08% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
7,910
shares
|
$445,333
0.14% of portfolio
|
Q4 2024
Reduced 4.57%
|