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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
373,892
shares
|
$19.4 Million
0.89% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
368,415
shares
|
$19.1 Million
0.77% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
364,045
shares
|
$18.8 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
360,572
shares
|
$18.7 Million
0.07% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
358,841
shares
|
$18.6 Million
7.31% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
357,330
shares
|
$18.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
355,123
shares
|
$18.4 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
353,627
shares
|
$18.3 Million
3.84% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
351,278
shares
|
$18.2 Million
0.07% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
348,431
shares
|
$18 Million
3.85% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
338,503
shares
|
$17.5 Million
0.69% of portfolio
|
Q4 2024
Added 26.64%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
327,780
shares
|
$17 Million
0.84% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
322,486
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 198.64%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
316,285
shares
|
$16.4 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
312,663
shares
|
$16.2 Million
0.62% of portfolio
|
Q4 2024
Added 32.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
302,094
shares
|
$15.6 Million
0.26% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
290,562
shares
|
$15 Million
0.57% of portfolio
|
Q4 2024
Reduced 80.32%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
282,460
shares
|
$14.6 Million
4.25% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
280,513
shares
|
$14.5 Million
4.24% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
268,675
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
266,587
shares
|
$13.8 Million
0.04% of portfolio
|
Q4 2024
Added 187.68%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
260,702
shares
|
$13.5 Million
7.67% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
253,315
shares
|
$13.1 Million
3.23% of portfolio
|
Q2 2024
Added 3.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
248,406
shares
|
$12.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
245,715
shares
|
$12.7 Million
4.38% of portfolio
|
Q4 2024
Reduced 10.26%
|