Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 654 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 $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,858
shares
|
$589,697
0.01% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
10,839
shares
|
$588,666
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
10,777
shares
|
$585,298
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
10,522
shares
|
$571,449
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,518
shares
|
$571,232
0.01% of portfolio
|
Q2 2024
Added 13.48%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
10,333
shares
|
$561,185
0.22% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,207
shares
|
$554,342
0.01% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
10,105
shares
|
$548,802
0.05% of portfolio
|
Q2 2022
Reduced 1.22%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
9,945
shares
|
$540,112
0.26% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,668
shares
|
$525,069
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
9,573
shares
|
$519,909
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
9,388
shares
|
$509,862
0.32% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
9,377
shares
|
$509,264
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
9,283
shares
|
$504,159
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
9,211
shares
|
$500,249
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
9,043
shares
|
$491,125
0.33% of portfolio
|
Q3 2024
Reduced 50.4%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
9,034
shares
|
$490,636
0.24% of portfolio
|
Q1 2024
Reduced 16.49%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
9,004
shares
|
$489,007
0.13% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
8,905
shares
|
$483,630
0.28% of portfolio
|
Q3 2024
Reduced 51.43%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
8,887
shares
|
$482,652
0.17% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
8,870
shares
|
$481,729
0.13% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
8,811
shares
|
$478,525
0.06% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
8,724
shares
|
$473,800
0.01% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
8,696
shares
|
$472,279
0.03% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
8,671
shares
|
$470,922
0.03% of portfolio
|
Q3 2024
Reduced 11.35%
|