Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 653 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 $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
73,250,119
shares
|
$4.16 Billion
3.98% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,285,695
shares
|
$981 Million
2.27% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,201,636
shares
|
$692 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,858,939
shares
|
$332 Million
5.06% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$326 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,721,998
shares
|
$325 Million
1.35% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,583,672
shares
|
$317 Million
7.34% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,729,607
shares
|
$155 Million
0.22% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,057,781
shares
|
$117 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$95.3 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
1,640,052
shares
|
$93.1 Million
2.82% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,452,134
shares
|
$82.4 Million
0.03% of portfolio
|
Q3 2024
Added 108.45%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
1,285,575
shares
|
$73 Million
10.34% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,843
shares
|
$70.8 Million
1.78% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,244,270
shares
|
$70.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,188,615
shares
|
$67.5 Million
0.06% of portfolio
|
Q3 2024
Added 36.94%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,170,853
shares
|
$66.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
1,040,000
shares
|
$59 Million
1.41% of portfolio
|
Q4 2022
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
Nov 14, 2024 Q3 2024 |
994,271
shares
|
$56.4 Million
9.1% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
987,347
shares
|
$56 Million
0.13% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
948,321
shares
|
$53.8 Million
3.74% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
852,189
shares
|
$48.4 Million
1.36% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
804,792
shares
|
$45.7 Million
3.85% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
720,900
shares
|
$40.9 Million
4.79% of portfolio
|
Q3 2024
Added 899.86%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
719,425
shares
|
$40.8 Million
0.38% of portfolio
|
Q3 2024
Added 359612.5%
|