Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 589 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $8.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
66,205,559
shares
|
$3.47 Billion
3.92% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
14,522,420
shares
|
$761 Million
2.08% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
11,286,083
shares
|
$591 Million
0.33% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
5,811,204
shares
|
$304 Million
8.62% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$301 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
5,682,202
shares
|
$298 Million
5.32% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
4,805,380
shares
|
$252 Million
1.25% of portfolio
|
Q1 2024
Added 10.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,090,397
shares
|
$162 Million
0.01% of portfolio
|
Q1 2024
Added 6.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,556,448
shares
|
$134 Million
0.22% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$87.9 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
1,555,072
shares
|
$81.5 Million
2.9% of portfolio
|
Q1 2024
Added 7.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,464,223
shares
|
$76.7 Million
0.01% of portfolio
|
Q1 2024
Added 405.68%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,144,667
shares
|
$60 Million
0.44% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 08, 2024 Q1 2024 |
1,040,000
shares
|
$54.5 Million
1.47% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,038,920
shares
|
$54.4 Million
0.13% of portfolio
|
Q1 2024
Added 9.44%
|
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
904,839
shares
|
$47.4 Million
1.51% of portfolio
|
Q1 2024
Added 16.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
866,457
shares
|
$45.4 Million
3.81% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
839,912
shares
|
$44 Million
0.05% of portfolio
|
Q1 2024
Reduced 11.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
717,936
shares
|
$37.6 Million
1.28% of portfolio
|
Q1 2024
Added 33.75%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
698,326
shares
|
$36.6 Million
0.4% of portfolio
|
Q2 2022
Reduced 45.02%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2024 Q1 2024 |
681,428
shares
|
$35.7 Million
9.69% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
671,277
shares
|
$35.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
May 03, 2024 Q1 2024 |
638,798
shares
|
$33.5 Million
11.41% of portfolio
|
Q1 2024
Reduced 43.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
630,392
shares
|
$33 Million
0.01% of portfolio
|
Q1 2024
Reduced 25.04%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
613,808
shares
|
$32.2 Million
7.38% of portfolio
|
Q1 2024
Added 2.18%
|
|