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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,226
shares
|
$125,323
0.01% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,096
shares
|
$118,004
0.03% of portfolio
|
Q3 2024
Added 70.41%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,095
shares
|
$117,948
0.09% of portfolio
|
Q4 2024
Reduced 85.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,085
shares
|
$117,385
0.06% of portfolio
|
Q4 2023
Added 2.06%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,075
shares
|
$116,822
0.0% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,062
shares
|
$116,090
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,955
shares
|
$110,066
0.07% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,928
shares
|
$108,546
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,851
shares
|
$104,211
0.0% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,776
shares
|
$99,988
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,618
shares
|
$91,093
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,546
shares
|
$87,039
0.03% of portfolio
|
Q2 2024
Added 10.04%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,540
shares
|
$86,702
0.0% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,490
shares
|
$83,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,441
shares
|
$81,128
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,402
shares
|
$78,932
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,272
shares
|
$71,613
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,261
shares
|
$70,994
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,240
shares
|
$69,812
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,230
shares
|
$69,249
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,222
shares
|
$68,798
0.01% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,168
shares
|
$65,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,013
shares
|
$57,031
0.04% of portfolio
|
Q1 2024
Reduced 49.95%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,001
shares
|
$56,356
0.01% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
977
shares
|
$55,005
0.01% of portfolio
|
Q4 2024
Added 1.98%
|