Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 655 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
51,384
shares
|
$2.82 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
50,720
shares
|
$2.79 Million
0.65% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
50,545
shares
|
$2.78 Million
0.31% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
50,400
shares
|
$2.77 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
49,930
shares
|
$2.74 Million
0.23% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
49,565
shares
|
$2.72 Million
0.75% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
49,374
shares
|
$2.71 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
47,455
shares
|
$2.61 Million
1.29% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
46,682
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.55%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
46,482
shares
|
$2.55 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
46,295
shares
|
$2.54 Million
0.36% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
45,302
shares
|
$2.49 Million
0.17% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
45,114
shares
|
$2.48 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
44,071
shares
|
$2.42 Million
0.08% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
43,678
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43,481
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
42,793
shares
|
$2.35 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
41,268
shares
|
$2.27 Million
0.13% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
41,266
shares
|
$2.27 Million
0.21% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,466
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
40,337
shares
|
$2.22 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
39,466
shares
|
$2.17 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,789
shares
|
$2.13 Million
0.1% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
38,584
shares
|
$2.12 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
38,351
shares
|
$2.11 Million
0.16% of portfolio
|
Q3 2024
Added 5.07%
|