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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
128
shares
|
$7,180
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$6,956
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
116
shares
|
$6,507
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
114
shares
|
$6,395
0.0% of portfolio
|
Q4 2024
Added 1800.0%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
90
shares
|
$5,049
0.0% of portfolio
|
Q4 2024
Reduced 97.17%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
90
shares
|
$5,049
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
90
shares
|
$5,049
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
89
shares
|
$4,992
0.0% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
85
shares
|
$4,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
82
shares
|
$4,600
0.0% of portfolio
|
Q3 2024
Reduced 32.79%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
80
shares
|
$4,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
79
shares
|
$4,431
0.0% of portfolio
|
Q4 2024
Added 1216.67%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
70
shares
|
$3,927
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
67
shares
|
$3,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
63
shares
|
$3,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
62
shares
|
$3,478
0.0% of portfolio
|
Q4 2024
Reduced 87.14%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
60
shares
|
$3,366
0.0% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
58
shares
|
$3,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
54
shares
|
$3,029
0.0% of portfolio
|
Q4 2024
Reduced 46.53%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
46
shares
|
$2,580
0.0% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$2,356
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
42
shares
|
$2,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
36
shares
|
$2,019
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
36
shares
|
$2,019
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
35
shares
|
$1,963
0.0% of portfolio
|
Q2 2024
Added 25.0%
|