Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 713 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
36,215
shares
|
$2.03 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
36,157
shares
|
$2.03 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
36,067
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
35,722
shares
|
$2 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
35,614
shares
|
$2 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
34,208
shares
|
$1.92 Million
0.94% of portfolio
|
Q4 2024
Added 36.74%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
34,153
shares
|
$1.92 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
33,770
shares
|
$1.89 Million
0.54% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
33,564
shares
|
$1.88 Million
0.35% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
33,434
shares
|
$1.88 Million
0.98% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
33,146
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
32,544
shares
|
$1.83 Million
1.05% of portfolio
|
Q4 2024
Added 121.36%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
32,510
shares
|
$1.82 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
32,469
shares
|
$1.82 Million
0.92% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
31,199
shares
|
$1.75 Million
0.18% of portfolio
|
Q4 2024
Added 37.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
30,659
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
30,079
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 89.45%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
29,816
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2024
Added 50.46%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
29,683
shares
|
$1.67 Million
0.32% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
29,351
shares
|
$1.65 Million
0.73% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,034
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2022
Added 64.37%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
28,909
shares
|
$1.62 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
28,663
shares
|
$1.61 Million
0.66% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
28,213
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
28,158
shares
|
$1.58 Million
0.44% of portfolio
|
Q4 2024
Added 4.56%
|