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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
858
shares
|
$48,279
0.03% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
806
shares
|
$45,353
0.0% of portfolio
|
Q4 2023
Added 214.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
729
shares
|
$41,020
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
700
shares
|
$39,389
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
663
shares
|
$37,307
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
660
shares
|
$37,138
0.03% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
638
shares
|
$35,900
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
616
shares
|
$34,662
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
612
shares
|
$34,437
0.01% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
590
shares
|
$33,199
0.0% of portfolio
|
Q3 2025
Added 145.83%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
586
shares
|
$32,974
0.0% of portfolio
|
Q1 2025
Added 170.05%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
577
shares
|
$32,467
0.0% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
565
shares
|
$31,792
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
565
shares
|
$31,792
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
557
shares
|
$31,342
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
551
shares
|
$31,004
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
511
shares
|
$28,753
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
509
shares
|
$28,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
500
shares
|
$28,135
0.0% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
488
shares
|
$27,459
0.02% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
481
shares
|
$27,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
460
shares
|
$25,884
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
455
shares
|
$25,602
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
430
shares
|
$24,196
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
425
shares
|
$23,914
0.0% of portfolio
|
Q3 2024
Reduced 14.14%
|
|