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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
21,316
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
21,252
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
20,477
shares
|
$1.13 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
20,351
shares
|
$1.13 Million
0.22% of portfolio
|
Q3 2024
Added 45.17%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
20,283
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
20,204
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
20,151
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,086
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
19,976
shares
|
$1.1 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19,816
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
19,709
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
19,674
shares
|
$1.09 Million
0.64% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
19,650
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
19,311
shares
|
$1.07 Million
1.46% of portfolio
|
Q3 2024
Reduced 65.43%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
19,205
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
19,009
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,845
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
18,700
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 55.32%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
18,630
shares
|
$1.03 Million
0.36% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
18,609
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
18,373
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2024
Added 117.12%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
18,311
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
18,276
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
18,211
shares
|
$1.01 Million
0.18% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
18,134
shares
|
$1 Million
0.36% of portfolio
|
Q3 2024
Reduced 10.17%
|