Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 805 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
48,572
shares
|
$2.73 Million
1.61% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
48,222
shares
|
$2.71 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
47,098
shares
|
$2.65 Million
0.16% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
46,994
shares
|
$2.64 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
46,838
shares
|
$2.64 Million
0.14% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
46,824
shares
|
$2.63 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
45,203
shares
|
$2.54 Million
1.66% of portfolio
|
Q3 2025
Reduced 47.53%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
44,891
shares
|
$2.53 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
44,561
shares
|
$2.51 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
44,242
shares
|
$2.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.48%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
43,663
shares
|
$2.46 Million
0.07% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
43,143
shares
|
$2.43 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
42,793
shares
|
$2.41 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
42,719
shares
|
$2.4 Million
2.32% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
42,653
shares
|
$2.4 Million
1.33% of portfolio
|
Q3 2025
Reduced 42.27%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
41,996
shares
|
$2.36 Million
1.1% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
41,854
shares
|
$2.36 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
40,796
shares
|
$2.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 10, 2025 Q3 2025 |
40,520
shares
|
$2.28 Million
1.37% of portfolio
|
Q3 2025
Added 52.97%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
40,185
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
39,636
shares
|
$2.23 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
39,239
shares
|
$2.21 Million
0.2% of portfolio
|
Q3 2025
Added 33.08%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
37,822
shares
|
$2.13 Million
0.65% of portfolio
|
Q3 2025
Added 16.05%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
37,789
shares
|
$2.13 Million
0.19% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
37,604
shares
|
$2.12 Million
1.92% of portfolio
|
Q3 2025
Added 1.17%
|
|