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 |
|---|---|---|---|---|---|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
48,524
shares
|
$2.56 Million
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
48,222
shares
|
$2.54 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
48,020
shares
|
$2.53 Million
1.65% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
47,649
shares
|
$2.51 Million
2.11% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
47,050
shares
|
$2.48 Million
2.45% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
46,698
shares
|
$2.46 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
46,200
shares
|
$2.43 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
45,711
shares
|
$2.41 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
45,464
shares
|
$2.4 Million
0.94% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
45,178
shares
|
$2.38 Million
0.38% of portfolio
|
Q1 2025
Added 9138.85%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
45,154
shares
|
$2.38 Million
0.23% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
44,730
shares
|
$2.36 Million
0.04% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
44,146
shares
|
$2.33 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
43,954
shares
|
$2.32 Million
0.13% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
43,854
shares
|
$2.31 Million
0.19% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
43,740
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
Added 55.03%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
43,544
shares
|
$2.29 Million
0.6% of portfolio
|
Q1 2025
Added 2011.74%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
43,350
shares
|
$2.28 Million
0.17% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
43,143
shares
|
$2.27 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
43,085
shares
|
$2.27 Million
1.57% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
42,871
shares
|
$2.26 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
42,793
shares
|
$2.25 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
42,744
shares
|
$2.25 Million
0.17% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
42,712
shares
|
$2.25 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
42,703
shares
|
$2.25 Million
0.08% of portfolio
|
Q1 2025
New holding
|