Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 803 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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$6,977
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
118
shares
|
$6,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
118
shares
|
$6,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
116
shares
|
$6,527
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
111
shares
|
$6,245
0.0% of portfolio
|
Q3 2025
Added 2675.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
111
shares
|
$6,245
0.0% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
103
shares
|
$5,795
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
101
shares
|
$5,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
100
shares
|
$5,627
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
90
shares
|
$5,064
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
90
shares
|
$5,064
0.0% of portfolio
|
Q4 2024
Reduced 97.17%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
90
shares
|
$5,064
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
90
shares
|
$5,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
88
shares
|
$4,951
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
87
shares
|
$4,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
85
shares
|
$4,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
82
shares
|
$4,614
0.0% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
78
shares
|
$4,389
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
77
shares
|
$4,332
0.0% of portfolio
|
Q1 2025
Reduced 53.33%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
70
shares
|
$3,938
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
66
shares
|
$3,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
63
shares
|
$3,545
0.0% of portfolio
|
Q3 2025
Reduced 27.59%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
62
shares
|
$3,488
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
60
shares
|
$3,376
0.0% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
55
shares
|
$3,094
0.0% of portfolio
|
Q2 2025
Reduced 78.85%
|
|