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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
42,075
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
41,853
shares
|
$2.21 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
41,502
shares
|
$2.19 Million
0.75% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
39,478
shares
|
$2.08 Million
0.84% of portfolio
|
Q1 2025
Added 37.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
39,454
shares
|
$2.08 Million
0.03% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
39,347
shares
|
$2.07 Million
0.2% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
39,334
shares
|
$2.07 Million
1.04% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
39,004
shares
|
$2.06 Million
0.51% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
38,490
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 52.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
38,434
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 74.84%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
36,615
shares
|
$1.93 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
|
$1.91 Million
0.78% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
35,896
shares
|
$1.89 Million
0.49% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
35,894
shares
|
$1.89 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
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
34,956
shares
|
$1.84 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
34,237
shares
|
$1.8 Million
0.89% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
34,167
shares
|
$1.8 Million
0.39% of portfolio
|
Q1 2025
Added 24.59%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
33,985
shares
|
$1.79 Million
0.94% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
33,754
shares
|
$1.78 Million
0.39% of portfolio
|
Q1 2025
Added 319.62%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
33,589
shares
|
$1.77 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
|
$1.77 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
33,043
shares
|
$1.74 Million
0.79% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
30,054
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 36.85%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
29,889
shares
|
$1.57 Million
1.07% of portfolio
|
Q1 2025
Added 3.39%
|