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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
299,577
shares
|
$16.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
296,302
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
292,307
shares
|
$16.4 Million
0.03% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
290,768
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.97%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
288,393
shares
|
$16.2 Million
1.69% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
287,984
shares
|
$16.2 Million
0.44% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
287,385
shares
|
$16.2 Million
1.9% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
283,724
shares
|
$16 Million
3.03% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
281,292
shares
|
$15.8 Million
9.83% of portfolio
|
Q3 2025
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
276,816
shares
|
$15.6 Million
7.63% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
272,173
shares
|
$15.3 Million
3.08% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
267,898
shares
|
$15.1 Million
0.21% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
265,978
shares
|
$15 Million
0.64% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
260,986
shares
|
$14.7 Million
5.42% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
257,632
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
248,611
shares
|
$14 Million
0.48% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
234,476
shares
|
$13.2 Million
0.04% of portfolio
|
Q3 2025
Added 6025.29%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
232,382
shares
|
$13.1 Million
3.37% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
230,892
shares
|
$13 Million
0.04% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
229,796
shares
|
$12.9 Million
5.82% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
226,160
shares
|
$12.7 Million
0.87% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
225,055
shares
|
$12.7 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
222,953
shares
|
$12.5 Million
10.21% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
222,550
shares
|
$12.5 Million
2.04% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
218,293
shares
|
$12.3 Million
1.23% of portfolio
|
Q4 2023
Added 3.47%
|
|