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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
124,311
shares
|
$6.99 Million
1.05% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
123,558
shares
|
$6.95 Million
3.58% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
122,828
shares
|
$6.91 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
122,176
shares
|
$6.87 Million
0.2% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
120,114
shares
|
$6.76 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
119,512
shares
|
$6.72 Million
0.99% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
115,637
shares
|
$6.51 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
112,295
shares
|
$6.32 Million
0.6% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
110,977
shares
|
$6.24 Million
2.11% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
110,372
shares
|
$6.21 Million
3.87% of portfolio
|
Q3 2025
New holding
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
110,080
shares
|
$6.19 Million
0.93% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,049
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
107,663
shares
|
$6.06 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
107,244
shares
|
$6.03 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
103,002
shares
|
$5.8 Million
1.5% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
100,847
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
97,778
shares
|
$5.5 Million
0.69% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
95,726
shares
|
$5.39 Million
2.22% of portfolio
|
Q3 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
95,428
shares
|
$5.37 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
95,295
shares
|
$5.36 Million
1.62% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,043
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
94,098
shares
|
$5.29 Million
0.76% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
93,800
shares
|
$5.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
90,801
shares
|
$5.11 Million
3.75% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
88,629
shares
|
$4.99 Million
0.7% of portfolio
|
Q3 2025
Added 87.97%
|
|