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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
401
shares
|
$22,175
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
372
shares
|
$20,571
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
345
shares
|
$19,078
0.01% of portfolio
|
Q2 2024
Reduced 12.21%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
333
shares
|
$18,414
0.01% of portfolio
|
Q3 2024
Added 2120.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
291
shares
|
$16,092
0.01% of portfolio
|
Q1 2024
Added 7.38%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
250
shares
|
$13,825
0.0% of portfolio
|
Q3 2024
Reduced 94.28%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
244
shares
|
$13,493
0.0% of portfolio
|
Q3 2024
Added 54.43%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
236
shares
|
$13,050
0.0% of portfolio
|
Q1 2024
Added 1715.38%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
217
shares
|
$12,000
0.0% of portfolio
|
Q2 2024
Added 70.87%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
208
shares
|
$11,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
189
shares
|
$10,451
0.0% of portfolio
|
Q2 2020
Reduced 18.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
180
shares
|
$9,954
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
176
shares
|
$9,732
0.0% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
165
shares
|
$9,124
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
157
shares
|
$8,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
151
shares
|
$8,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
151
shares
|
$8,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
132
shares
|
$7,299
0.0% of portfolio
|
Q3 2021
Reduced 97.33%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
128
shares
|
$7,078
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$6,857
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
122
shares
|
$6,746
0.0% of portfolio
|
Q3 2024
Reduced 75.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
118
shares
|
$6,525
0.0% of portfolio
|
Q2 2024
Reduced 28.05%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
114
shares
|
$6,304
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
101
shares
|
$5,585
0.0% of portfolio
|
Q3 2024
Added 87.04%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
90
shares
|
$4,977
0.0% of portfolio
|
Q3 2024
Added 12.5%
|