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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
4,128
shares
|
$232,282
0.06% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
4,097
shares
|
$230,538
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,078
shares
|
$229,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
4,067
shares
|
$228,850
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
4,043
shares
|
$227,499
0.05% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,039
shares
|
$227,274
0.0% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,025
shares
|
$226,486
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
4,025
shares
|
$226,486
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,992
shares
|
$224,629
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,966
shares
|
$223,166
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
3,953
shares
|
$222,435
0.07% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
3,949
shares
|
$222,210
0.1% of portfolio
|
Q3 2025
Reduced 22.03%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,871
shares
|
$217,821
0.02% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
3,844
shares
|
$216,301
0.11% of portfolio
|
Q3 2025
Reduced 26.06%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
3,841
shares
|
$216,133
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
3,812
shares
|
$214,501
0.24% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,808
shares
|
$214,276
0.0% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,802
shares
|
$213,938
0.0% of portfolio
|
Q3 2025
Added 24.86%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
3,770
shares
|
$212,137
0.05% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
3,745
shares
|
$210,731
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
3,742
shares
|
$210,562
0.16% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
3,725
shares
|
$209,605
0.12% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
3,720
shares
|
$209,324
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
3,679
shares
|
$207,017
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
3,674
shares
|
$206,735
0.07% of portfolio
|
Q3 2025
New holding
|
|