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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
424
shares
|
$23,858
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
401
shares
|
$22,564
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
372
shares
|
$20,932
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$20,763
0.01% of portfolio
|
Q4 2024
Reduced 48.39%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
352
shares
|
$19,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
338
shares
|
$19,019
0.0% of portfolio
|
Q3 2025
Added 482.76%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
330
shares
|
$18,569
0.02% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
323
shares
|
$18,175
0.01% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
311
shares
|
$17,499
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
277
shares
|
$15,586
0.01% of portfolio
|
Q3 2025
Reduced 61.37%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
274
shares
|
$15,417
0.0% of portfolio
|
Q1 2025
Reduced 71.95%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
271
shares
|
$15,249
0.01% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
235
shares
|
$13,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
225
shares
|
$12,660
0.0% of portfolio
|
Q2 2025
Reduced 56.23%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
214
shares
|
$12,041
0.01% of portfolio
|
Q2 2025
Added 29.7%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
201
shares
|
$11,310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
199
shares
|
$11,197
0.0% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
190
shares
|
$10,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
189
shares
|
$10,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
170
shares
|
$9,565
0.01% of portfolio
|
Q3 2025
Reduced 92.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
169
shares
|
$9,509
0.0% of portfolio
|
Q4 2024
Reduced 62.44%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
156
shares
|
$8,778
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
138
shares
|
$7,765
0.0% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
136
shares
|
$7,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
131
shares
|
$7,371
0.0% of portfolio
|
Q3 2025
Added 4.8%
|
|