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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,971
shares
|
$279,867
0.12% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,970
shares
|
$279,811
0.07% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,956
shares
|
$279,022
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
4,915
shares
|
$276,714
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
4,914
shares
|
$276,658
0.09% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
4,913
shares
|
$276,601
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,906
shares
|
$276,207
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,886
shares
|
$275,081
0.17% of portfolio
|
Q4 2024
Added 29.02%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,877
shares
|
$274,575
0.04% of portfolio
|
Q4 2024
Reduced 72.9%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,850
shares
|
$273,055
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
4,843
shares
|
$272,660
0.19% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,839
shares
|
$272,435
0.1% of portfolio
|
Q4 2023
Reduced 79.53%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,810
shares
|
$270,803
0.08% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
4,799
shares
|
$270,183
0.12% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,790
shares
|
$269,677
0.02% of portfolio
|
Q4 2024
Added 2621.59%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,757
shares
|
$267,819
0.0% of portfolio
|
Q1 2024
Reduced 27.72%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
4,677
shares
|
$263,315
0.11% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
4,655
shares
|
$262,076
0.07% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,613
shares
|
$259,711
0.0% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,574
shares
|
$257,516
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
4,562
shares
|
$256,840
0.07% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
4,521
shares
|
$254,532
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
4,460
shares
|
$251,098
0.11% of portfolio
|
Q4 2024
Added 67.8%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
4,420
shares
|
$248,846
0.21% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
4,321
shares
|
$243,272
0.42% of portfolio
|
Q4 2024
Reduced 0.25%
|