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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
5,483
shares
|
$308,528
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,452
shares
|
$306,784
0.0% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
5,443
shares
|
$306,277
0.05% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,387
shares
|
$303,126
0.01% of portfolio
|
Q1 2024
Reduced 29.96%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,372
shares
|
$302,282
0.06% of portfolio
|
Q3 2025
Reduced 64.65%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
5,369
shares
|
$302,113
0.08% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
5,364
shares
|
$301,832
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
5,322
shares
|
$299,468
0.02% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,309
shares
|
$298,737
0.1% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,293
shares
|
$297,837
0.0% of portfolio
|
Q3 2025
Reduced 35.88%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,230
shares
|
$294,292
0.05% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
5,226
shares
|
$294,067
0.1% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,186
shares
|
$291,816
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
5,176
shares
|
$291,253
0.02% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
5,168
shares
|
$290,803
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
5,167
shares
|
$290,747
0.09% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
5,155
shares
|
$290,071
0.05% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,140
shares
|
$289,227
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,135
shares
|
$288,946
0.03% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
5,100
shares
|
$286,977
0.03% of portfolio
|
Q3 2020
Reduced 1.96%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,078
shares
|
$285,739
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,068
shares
|
$285,176
0.02% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
5,064
shares
|
$284,951
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,906
shares
|
$276,060
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
4,902
shares
|
$275,835
0.06% of portfolio
|
Q3 2025
Reduced 3.37%
|
|