Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 751 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
42,793
shares
|
$2.4 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
42,744
shares
|
$2.39 Million
0.17% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
42,075
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
41,502
shares
|
$2.32 Million
0.75% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
41,395
shares
|
$2.32 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
41,378
shares
|
$2.32 Million
2.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
41,267
shares
|
$2.31 Million
1.13% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
40,306
shares
|
$2.26 Million
0.51% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
40,159
shares
|
$2.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 71.63%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
39,478
shares
|
$2.21 Million
0.84% of portfolio
|
Q1 2025
Added 37.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
39,454
shares
|
$2.21 Million
0.03% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
38,434
shares
|
$2.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 74.84%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
37,460
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
36,615
shares
|
$2.05 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
36,189
shares
|
$2.03 Million
0.78% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
35,894
shares
|
$2.01 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
35,090
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
35,024
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Added 125.21%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
34,956
shares
|
$1.96 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
34,488
shares
|
$1.93 Million
0.94% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
34,237
shares
|
$1.92 Million
0.89% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
34,167
shares
|
$1.91 Million
0.39% of portfolio
|
Q1 2025
Added 24.59%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
33,589
shares
|
$1.88 Million
0.97% of portfolio
|
Q1 2025
Added 338.9%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
33,498
shares
|
$1.88 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
33,043
shares
|
$1.85 Million
0.79% of portfolio
|
Q1 2025
Added 12.58%
|