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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,919
shares
|
$333,239
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,918
shares
|
$333,183
0.02% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
5,861
shares
|
$329,974
0.01% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,849
shares
|
$329,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
5,829
shares
|
$328,172
0.15% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,795
shares
|
$326,258
0.07% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
5,700
shares
|
$320,910
0.01% of portfolio
|
Q4 2024
Added 132.65%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
5,686
shares
|
$320,121
0.07% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,657
shares
|
$318,489
0.0% of portfolio
|
Q4 2024
Added 204.8%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
5,655
shares
|
$318,376
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,568
shares
|
$313,478
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,538
shares
|
$311,789
0.26% of portfolio
|
Q2 2024
Reduced 11.84%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,387
shares
|
$303,288
0.01% of portfolio
|
Q1 2024
Reduced 29.96%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
5,373
shares
|
$302,499
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
5,368
shares
|
$302,218
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,367
shares
|
$302,162
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,335
shares
|
$300,360
0.01% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
5,319
shares
|
$299,459
0.07% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
5,246
shares
|
$295,349
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,186
shares
|
$291,971
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,172
shares
|
$291,183
0.02% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
5,112
shares
|
$287,805
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
5,100
shares
|
$287,130
0.04% of portfolio
|
Q3 2020
Reduced 1.96%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
5,094
shares
|
$286,792
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
4,987
shares
|
$280,768
0.01% of portfolio
|
Q4 2024
Added 0.99%
|