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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
36,951
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 43.43%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
36,115
shares
|
$2.03 Million
0.28% of portfolio
|
Q3 2025
Added 21.27%
|
|
|
Cavalier Investments, LLC
|
Nov 13, 2025 Q3 2025 |
36,063
shares
|
$2.03 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
36,057
shares
|
$2.03 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
35,327
shares
|
$1.99 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
35,138
shares
|
$1.98 Million
0.45% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
34,930
shares
|
$1.97 Million
0.25% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
34,784
shares
|
$1.96 Million
0.91% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
34,774
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Added 71.41%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
34,357
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
34,319
shares
|
$1.93 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
34,245
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Added 71.71%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
33,745
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
33,589
shares
|
$1.89 Million
0.97% of portfolio
|
Q1 2025
Added 338.9%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
33,394
shares
|
$1.88 Million
0.84% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
32,951
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 26.93%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
32,935
shares
|
$1.85 Million
0.29% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
32,785
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
32,410
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2025
Reduced 17.27%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
31,389
shares
|
$1.77 Million
1.01% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
31,386
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
31,057
shares
|
$1.75 Million
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
30,696
shares
|
$1.73 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
30,199
shares
|
$1.7 Million
0.33% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
30,111
shares
|
$1.69 Million
0.18% of portfolio
|
Q3 2025
Added 28.68%
|
|