Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 802 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
83,062,157
shares
|
$4.74 Billion
3.89% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,155,647
shares
|
$1.09 Billion
2.22% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,667,377
shares
|
$722 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
6,837,085
shares
|
$390 Million
5.15% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$328 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,728,484
shares
|
$270 Million
0.81% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,206,368
shares
|
$183 Million
0.23% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,169,751
shares
|
$181 Million
0.06% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,116,050
shares
|
$178 Million
4.18% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Texas Permanent School Fund
Austin, TX |
Sep 24, 2025 Q2 2025 |
2,982,043
shares
|
$170 Million
1.75% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,978,616
shares
|
$170 Million
0.01% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,910,476
shares
|
$166 Million
3.45% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Aug 14, 2025 Q2 2025 |
2,875,190
shares
|
$164 Million
4.97% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,881,210
shares
|
$107 Million
1.04% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,871,221
shares
|
$107 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$95.7 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,549,804
shares
|
$88.4 Million
0.06% of portfolio
|
Q2 2025
Added 25.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,443,554
shares
|
$82.3 Million
0.15% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,434,897
shares
|
$81.8 Million
0.01% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,362,200
shares
|
$77.7 Million
8.08% of portfolio
|
Q3 2025
Added 46.85%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,312,025
shares
|
$74.8 Million
0.55% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,195,251
shares
|
$68.2 Million
4.3% of portfolio
|
Q2 2025
Added 96.47%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,097,029
shares
|
$62.6 Million
3.63% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
1,040,000
shares
|
$59.3 Million
1.3% of portfolio
|
Q2 2025
Added 248.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,031,994
shares
|
$58.8 Million
1.34% of portfolio
|
Q2 2025
Added 10.06%
|