Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 734 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
80,140,007
shares
|
$4.22 Billion
3.87% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,884,123
shares
|
$942 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
13,097,106
shares
|
$690 Million
0.27% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,581,942
shares
|
$347 Million
1.34% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,369,152
shares
|
$336 Million
4.98% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$303 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,336,965
shares
|
$281 Million
7.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
2,974,252
shares
|
$157 Million
1.48% of portfolio
|
Q4 2024
Added 199.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,964,212
shares
|
$156 Million
0.21% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,630,669
shares
|
$139 Million
0.01% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,468,196
shares
|
$130 Million
3.3% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,142,220
shares
|
$113 Million
0.04% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,898,736
shares
|
$100 Million
2.76% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,880,927
shares
|
$99.1 Million
0.01% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$88.5 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
1,467,418
shares
|
$77.3 Million
10.84% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
1,435,560
shares
|
$75.6 Million
0.01% of portfolio
|
Q1 2025
Added 345.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,416,177
shares
|
$74.6 Million
0.17% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,234,174
shares
|
$65 Million
0.05% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,169,904
shares
|
$61.6 Million
0.38% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,087,272
shares
|
$57.3 Million
0.01% of portfolio
|
Q1 2025
Added 175.7%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,038,432
shares
|
$54.7 Million
3.7% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
954,186
shares
|
$50.3 Million
0.47% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
942,381
shares
|
$49.7 Million
5.57% of portfolio
|
Q1 2025
Added 77.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
937,683
shares
|
$49.4 Million
1.35% of portfolio
|
Q1 2025
Added 4.96%
|