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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
481
shares
|
$24,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
469
shares
|
$24,275
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
460
shares
|
$23,809
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
449
shares
|
$23,240
0.0% of portfolio
|
Q1 2024
Added 816.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
425
shares
|
$21,998
0.0% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
424
shares
|
$21,946
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
401
shares
|
$20,755
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
397
shares
|
$20,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
372
shares
|
$19,254
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$19,099
0.01% of portfolio
|
Q4 2024
Reduced 48.39%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
358
shares
|
$18,530
0.0% of portfolio
|
Q4 2024
Added 46.72%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
345
shares
|
$17,857
0.01% of portfolio
|
Q2 2024
Reduced 12.21%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
273
shares
|
$14,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
259
shares
|
$13,405
0.0% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
256
shares
|
$13,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
250
shares
|
$12,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
217
shares
|
$11,231
0.0% of portfolio
|
Q2 2024
Added 70.87%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
199
shares
|
$10,300
0.0% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
190
shares
|
$9,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
189
shares
|
$9,782
0.0% of portfolio
|
Q2 2020
Reduced 18.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
181
shares
|
$9,368
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
170
shares
|
$8,799
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
169
shares
|
$8,747
0.0% of portfolio
|
Q4 2024
Reduced 62.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
166
shares
|
$8,592
0.0% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
165
shares
|
$8,540
0.0% of portfolio
|
Q2 2024
Added 7.14%
|