Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 806 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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
55,917
shares
|
$3.22 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.3%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
54,701
shares
|
$3.15 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
54,154
shares
|
$3.12 Million
0.08% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
53,955
shares
|
$3.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Aspire Private Capital, LLC
|
Oct 29, 2025 Q3 2025 |
53,796
shares
|
$3.09 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
53,724
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2025
Added 170.98%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
53,598
shares
|
$3.08 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
53,052
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
52,928
shares
|
$3.04 Million
0.77% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
52,889
shares
|
$3.04 Million
0.19% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
52,811
shares
|
$3.04 Million
0.05% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
52,598
shares
|
$3.03 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
52,134
shares
|
$3 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
51,930
shares
|
$2.99 Million
0.27% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
51,801
shares
|
$2.98 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
51,268
shares
|
$2.95 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
50,307
shares
|
$2.89 Million
0.24% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
50,031
shares
|
$2.88 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
49,425
shares
|
$2.84 Million
2.32% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
49,359
shares
|
$2.84 Million
0.23% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
49,283
shares
|
$2.84 Million
0.46% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
49,157
shares
|
$2.83 Million
0.07% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
49,147
shares
|
$2.83 Million
1.02% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
49,068
shares
|
$2.82 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
48,934
shares
|
$2.82 Million
0.97% of portfolio
|
Q3 2025
Reduced 10.53%
|