Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 655 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
37,580
shares
|
$2.08 Million
0.39% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
37,010
shares
|
$2.05 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
37,010
shares
|
$2.05 Million
0.36% of portfolio
|
Q3 2024
Added 206.5%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
36,794
shares
|
$2.03 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
36,685
shares
|
$2.03 Million
0.86% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
35,918
shares
|
$1.99 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
34,410
shares
|
$1.9 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
33,940
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
33,820
shares
|
$1.87 Million
0.82% of portfolio
|
Q3 2024
Reduced 54.91%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
33,190
shares
|
$1.84 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
32,993
shares
|
$1.82 Million
0.49% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
32,802
shares
|
$1.81 Million
0.97% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
32,635
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
32,207
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 200.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,272
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 162.9%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
30,095
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Added 42.58%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
29,911
shares
|
$1.65 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
29,816
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Added 50.46%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
29,331
shares
|
$1.62 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
29,064
shares
|
$1.61 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,034
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2022
Added 64.37%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
28,964
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2024
Added 15.34%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
26,947
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
26,930
shares
|
$1.49 Million
0.44% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
26,821
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
New holding
|