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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
7,878
shares
|
$443,531
0.23% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
7,870
shares
|
$443,081
0.01% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,732
shares
|
$435,311
0.03% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
7,724
shares
|
$434,861
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
7,653
shares
|
$430,863
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,648
shares
|
$430,582
0.05% of portfolio
|
Q4 2024
Reduced 20.89%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
7,615
shares
|
$428,724
0.14% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,605
shares
|
$428,161
0.03% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,602
shares
|
$427,992
0.15% of portfolio
|
Q3 2023
Reduced 41.38%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
7,542
shares
|
$424,614
0.17% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,539
shares
|
$424,445
0.03% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,530
shares
|
$423,939
0.0% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,467
shares
|
$420,392
0.5% of portfolio
|
Q3 2022
Added 12.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
7,425
shares
|
$418,027
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
7,375
shares
|
$415,212
0.06% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
7,355
shares
|
$414,086
0.0% of portfolio
|
Q4 2024
Added 55.53%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
7,304
shares
|
$411,215
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,201
shares
|
$405,416
0.01% of portfolio
|
Q2 2020
Added 24.73%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,064
shares
|
$397,703
0.16% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
7,036
shares
|
$396,126
0.0% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
7,005
shares
|
$394,381
0.15% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
7,002
shares
|
$394,212
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
6,933
shares
|
$390,327
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,879
shares
|
$387,287
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
6,844
shares
|
$385,317
0.08% of portfolio
|
Q2 2024
New holding
|