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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,090
shares
|
$336,777
0.01% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
6,081
shares
|
$336,279
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
6,080
shares
|
$336,224
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
6,072
shares
|
$335,781
0.35% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
6,036
shares
|
$333,790
0.08% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
6,032
shares
|
$333,569
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
6,020
shares
|
$332,906
0.03% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,918
shares
|
$327,265
0.02% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,851
shares
|
$323,560
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,823
shares
|
$322,011
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
5,780
shares
|
$319,634
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,709
shares
|
$315,707
0.04% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
5,701
shares
|
$315,265
0.08% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,664
shares
|
$313,219
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
5,655
shares
|
$312,721
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
5,602
shares
|
$309,790
0.09% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,557
shares
|
$307,302
0.0% of portfolio
|
Q3 2024
Added 26361.9%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,538
shares
|
$306,251
0.26% of portfolio
|
Q2 2024
Reduced 11.84%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
5,519
shares
|
$305,200
0.13% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,425
shares
|
$300,002
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,387
shares
|
$297,901
0.01% of portfolio
|
Q1 2024
Reduced 29.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,381
shares
|
$297,569
0.04% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
5,373
shares
|
$297,126
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
5,368
shares
|
$296,850
0.14% of portfolio
|
Q3 2024
Added 36.56%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
5,368
shares
|
$296,850
0.07% of portfolio
|
Q3 2024
New holding
|