Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 720 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
818,836
shares
|
$42.4 Million
0.09% of portfolio
|
Q4 2024
Added 55.87%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
811,500
shares
|
$42 Million
5.74% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
811,462
shares
|
$42 Million
0.42% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
762,866
shares
|
$39.5 Million
4.3% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
711,981
shares
|
$36.9 Million
2.95% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
698,326
shares
|
$36.1 Million
0.4% of portfolio
|
Q2 2022
Reduced 45.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
696,305
shares
|
$36 Million
0.01% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
686,447
shares
|
$35.5 Million
3.99% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
686,127
shares
|
$35.5 Million
0.11% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
682,611
shares
|
$35.3 Million
9.41% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
672,749
shares
|
$34.8 Million
7.64% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
656,615
shares
|
$34 Million
0.01% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
581,893
shares
|
$30.1 Million
4.37% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
570,208
shares
|
$29.5 Million
2.45% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
532,381
shares
|
$27.6 Million
2.82% of portfolio
|
Q4 2024
Added 8594.77%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
517,869
shares
|
$26.8 Million
2.55% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
475,513
shares
|
$24.6 Million
0.76% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
466,795
shares
|
$24.2 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
440,672
shares
|
$22.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
439,175
shares
|
$22.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
433,993
shares
|
$22.5 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
415,752
shares
|
$21.5 Million
0.23% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
394,369
shares
|
$20.4 Million
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
386,378
shares
|
$20 Million
0.03% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
377,412
shares
|
$19.5 Million
3.48% of portfolio
|
Q4 2024
New holding
|