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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
6,833
shares
|
$371,851
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
6,766
shares
|
$368,205
0.28% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
6,716
shares
|
$365,484
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,680
shares
|
$363,525
0.01% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
6,671
shares
|
$363,035
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,640
shares
|
$361,348
0.05% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
6,607
shares
|
$359,552
0.08% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,586
shares
|
$358,410
0.14% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
6,581
shares
|
$358,138
0.03% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
6,566
shares
|
$357,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,547
shares
|
$356,287
0.01% of portfolio
|
Q4 2024
Added 53.51%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
6,534
shares
|
$355,580
0.18% of portfolio
|
Q4 2024
Reduced 27.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,465
shares
|
$351,825
0.01% of portfolio
|
Q4 2024
Added 37.55%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,369
shares
|
$346,600
0.0% of portfolio
|
Q4 2022
Reduced 3.65%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
6,274
shares
|
$341,431
0.16% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,273
shares
|
$341,376
0.03% of portfolio
|
Q4 2024
Added 24.84%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
6,089
shares
|
$331,363
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
6,081
shares
|
$330,928
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
6,080
shares
|
$330,873
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
6,044
shares
|
$328,914
0.06% of portfolio
|
Q4 2024
Added 14641.46%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
5,994
shares
|
$326,193
0.17% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,953
shares
|
$323,962
0.01% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,945
shares
|
$323,526
0.22% of portfolio
|
Q4 2024
Reduced 34.26%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,934
shares
|
$322,928
0.02% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,933
shares
|
$322,873
0.06% of portfolio
|
Q4 2024
Added 2.65%
|