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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
69,580
shares
|
$3.92 Million
0.36% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
69,452
shares
|
$3.91 Million
0.08% of portfolio
|
Q3 2025
Added 98.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
69,226
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
69,007
shares
|
$3.88 Million
3.21% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
67,366
shares
|
$3.79 Million
0.83% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
66,633
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
Added 206.58%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,300
shares
|
$3.73 Million
0.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
64,679
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2025
Added 24.06%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
63,119
shares
|
$3.55 Million
0.03% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
62,826
shares
|
$3.54 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
62,265
shares
|
$3.5 Million
2.13% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
62,221
shares
|
$3.5 Million
2.21% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
61,837
shares
|
$3.48 Million
0.05% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
61,820
shares
|
$3.48 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60,658
shares
|
$3.41 Million
1.59% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
60,555
shares
|
$3.41 Million
1.35% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
60,239
shares
|
$3.39 Million
0.5% of portfolio
|
Q3 2025
Reduced 15.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
60,225
shares
|
$3.39 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
59,322
shares
|
$3.34 Million
1.11% of portfolio
|
Q3 2025
Added 32.32%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
59,246
shares
|
$3.33 Million
2.57% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
58,346
shares
|
$3.28 Million
0.29% of portfolio
|
Q3 2025
Added 25.29%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
57,519
shares
|
$3.24 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
57,124
shares
|
$3.21 Million
0.28% of portfolio
|
Q3 2025
Reduced 39.63%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
56,989
shares
|
$3.21 Million
2.82% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
56,839
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.03%
|
|