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 |
|---|---|---|---|---|---|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
146,193
shares
|
$7.57 Million
8.65% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
145,249
shares
|
$7.52 Million
1.28% of portfolio
|
Q4 2024
Added 1728.41%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
143,730
shares
|
$7.44 Million
0.96% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
140,551
shares
|
$7.27 Million
0.0% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
139,053
shares
|
$7.2 Million
0.36% of portfolio
|
Q4 2024
Added 45.56%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
138,437
shares
|
$7.17 Million
1.1% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
138,234
shares
|
$7.15 Million
0.42% of portfolio
|
Q4 2024
Added 70.41%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
137,513
shares
|
$7.12 Million
0.01% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
135,425
shares
|
$7.01 Million
0.09% of portfolio
|
Q4 2024
Added 79.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
132,256
shares
|
$6.85 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
132,081
shares
|
$6.84 Million
2.03% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
130,957
shares
|
$6.78 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
130,380
shares
|
$6.75 Million
5.08% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
130,380
shares
|
$6.75 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
126,442
shares
|
$6.54 Million
2.91% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
125,049
shares
|
$6.47 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
124,439
shares
|
$6.44 Million
0.23% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
122,432
shares
|
$6.34 Million
0.08% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
121,710
shares
|
$6.3 Million
0.2% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
121,486
shares
|
$6.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 46.4%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
120,032
shares
|
$6.21 Million
1.17% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
119,635
shares
|
$6.19 Million
3.89% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
118,409
shares
|
$6.13 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
118,408
shares
|
$6.13 Million
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
118,388
shares
|
$6.13 Million
0.11% of portfolio
|
Q4 2024
New holding
|