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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
11,247
shares
|
$632,868
0.04% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,153
shares
|
$627,579
0.0% of portfolio
|
Q2 2025
Added 152.62%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,150
shares
|
$627,410
0.01% of portfolio
|
Q3 2025
Reduced 79.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
11,110
shares
|
$625,159
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
11,106
shares
|
$624,934
0.23% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
10,851
shares
|
$610,585
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
10,630
shares
|
$598,150
0.08% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
10,545
shares
|
$593,367
0.05% of portfolio
|
Q3 2025
Added 167.91%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,488
shares
|
$590,159
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,451
shares
|
$588,077
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,309
shares
|
$580,087
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,259
shares
|
$577,273
0.01% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
10,254
shares
|
$576,992
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
10,227
shares
|
$575,473
0.37% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,211
shares
|
$574,572
0.0% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
10,169
shares
|
$572,209
0.07% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
10,105
shares
|
$568,608
0.05% of portfolio
|
Q2 2022
Reduced 1.22%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
10,100
shares
|
$568,327
0.0% of portfolio
|
Q3 2025
Reduced 60.55%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
9,992
shares
|
$562,249
0.27% of portfolio
|
Q3 2025
Reduced 24.47%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
9,945
shares
|
$559,605
0.26% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,913
shares
|
$557,804
0.0% of portfolio
|
Q3 2025
Reduced 60.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
9,793
shares
|
$551,052
0.0% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
9,659
shares
|
$543,511
0.06% of portfolio
|
Q3 2025
Reduced 22.65%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
9,485
shares
|
$533,720
0.08% of portfolio
|
Q3 2025
Added 59.3%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
9,452
shares
|
$531,864
0.07% of portfolio
|
Q3 2025
Added 0.49%
|
|