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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
24,063
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
23,585
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2025
Reduced 20.4%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
23,576
shares
|
$1.33 Million
0.38% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
23,478
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
23,211
shares
|
$1.31 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
23,163
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
23,036
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
23,016
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
22,738
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
22,509
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2022
Reduced 33.37%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
22,480
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
22,433
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
22,131
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
21,700
shares
|
$1.22 Million
0.24% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
21,314
shares
|
$1.2 Million
0.95% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
21,015
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
Added 27.72%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,631
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
20,490
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
20,120
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
20,112
shares
|
$1.13 Million
1.55% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
20,065
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
20,024
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
19,944
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2025
Reduced 86.54%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
19,691
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
19,621
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 11.64%
|
|