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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
163,918
shares
|
$9.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
162,496
shares
|
$9.14 Million
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
162,336
shares
|
$9.13 Million
0.78% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
162,311
shares
|
$9.13 Million
0.04% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
157,154
shares
|
$8.84 Million
4.3% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
152,741
shares
|
$8.59 Million
0.1% of portfolio
|
Q3 2025
Added 40.03%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
152,008
shares
|
$8.55 Million
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
151,000
shares
|
$8.5 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
149,612
shares
|
$8.42 Million
0.25% of portfolio
|
Q3 2022
Reduced 8.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
148,143
shares
|
$8.34 Million
0.54% of portfolio
|
Q3 2025
Added 46.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
145,564
shares
|
$8.19 Million
0.1% of portfolio
|
Q3 2025
Added 21.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
142,496
shares
|
$8.02 Million
0.38% of portfolio
|
Q2 2024
Reduced 47.73%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
142,488
shares
|
$8.02 Million
0.08% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
140,502
shares
|
$7.91 Million
1.96% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
139,898
shares
|
$7.87 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
138,437
shares
|
$7.79 Million
1.1% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
136,782
shares
|
$7.7 Million
3.75% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
132,113
shares
|
$7.43 Million
3.02% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
129,541
shares
|
$7.29 Million
0.01% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
129,416
shares
|
$7.28 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
129,200
shares
|
$7.27 Million
0.13% of portfolio
|
Q3 2025
Reduced 23.64%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
128,239
shares
|
$7.22 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
128,167
shares
|
$7.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
128,000
shares
|
$7.2 Million
2.97% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
124,575
shares
|
$7.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.5%
|
|