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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
242,221
shares
|
$12.5 Million
0.08% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
238,028
shares
|
$12.3 Million
2.97% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
235,546
shares
|
$12.2 Million
0.47% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
233,750
shares
|
$12.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
218,600
shares
|
$11.3 Million
0.23% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
218,293
shares
|
$11.3 Million
1.23% of portfolio
|
Q4 2023
Added 3.47%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
216,775
shares
|
$11.2 Million
2.44% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
211,714
shares
|
$11 Million
5.13% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
210,540
shares
|
$10.9 Million
0.68% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
207,742
shares
|
$10.8 Million
1.74% of portfolio
|
Q4 2024
Added 47.08%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
207,568
shares
|
$10.7 Million
6.44% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
206,019
shares
|
$10.7 Million
1.05% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
204,818
shares
|
$10.6 Million
1.0% of portfolio
|
Q4 2024
Added 407.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
203,693
shares
|
$10.5 Million
0.07% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
200,697
shares
|
$10.4 Million
0.42% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
197,752
shares
|
$10.2 Million
1.75% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
197,583
shares
|
$10.2 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
197,005
shares
|
$10.2 Million
3.53% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
193,238
shares
|
$10 Million
1.38% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
192,161
shares
|
$9.95 Million
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
189,283
shares
|
$9.8 Million
2.69% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
188,370
shares
|
$9.75 Million
1.77% of portfolio
|
Q4 2024
Added 18.59%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
186,897
shares
|
$9.67 Million
1.48% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
186,826
shares
|
$9.67 Million
0.11% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
185,071
shares
|
$9.58 Million
3.03% of portfolio
|
Q4 2024
Added 2.11%
|