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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
117,021
shares
|
$6.06 Million
2.51% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
115,607
shares
|
$5.98 Million
0.01% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
115,495
shares
|
$5.98 Million
0.37% of portfolio
|
Q4 2024
Added 23.83%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
115,134
shares
|
$5.96 Million
1.31% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
109,207
shares
|
$5.65 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Mar 14, 2025 Q4 2024 |
108,945
shares
|
$5.64 Million
3.05% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,049
shares
|
$5.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
106,164
shares
|
$5.5 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
102,635
shares
|
$5.31 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
99,453
shares
|
$5.15 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
98,992
shares
|
$5.12 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
95,428
shares
|
$4.94 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,043
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
93,056
shares
|
$4.82 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
88,201
shares
|
$4.57 Million
1.84% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
84,804
shares
|
$4.39 Million
0.01% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
84,317
shares
|
$4.36 Million
0.26% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
84,204
shares
|
$4.36 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
84,099
shares
|
$4.35 Million
0.16% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
83,560
shares
|
$4.33 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
83,441
shares
|
$4.32 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
82,716
shares
|
$4.28 Million
0.6% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
80,836
shares
|
$4.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
80,142
shares
|
$4.15 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
80,042
shares
|
$4.14 Million
0.52% of portfolio
|
Q4 2024
Added 7.22%
|