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 |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
29,509
shares
|
$1.55 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
29,175
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,034
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2022
Added 64.37%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
28,405
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
27,834
shares
|
$1.47 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
27,703
shares
|
$1.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
27,651
shares
|
$1.46 Million
0.27% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
27,360
shares
|
$1.44 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
27,226
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
26,947
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,877
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
25,373
shares
|
$1.34 Million
0.61% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
25,177
shares
|
$1.33 Million
0.59% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
25,040
shares
|
$1.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
24,976
shares
|
$1.32 Million
0.29% of portfolio
|
Q1 2025
Added 90.66%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
24,967
shares
|
$1.32 Million
0.76% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
24,889
shares
|
$1.31 Million
0.86% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
24,764
shares
|
$1.3 Million
0.62% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
24,494
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
24,393
shares
|
$1.29 Million
0.13% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
24,063
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
23,963
shares
|
$1.26 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
23,863
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
23,789
shares
|
$1.25 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
23,705
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.38%
|