Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 656 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
18,084
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
17,994
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,565
shares
|
$999,097
0.01% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
17,487
shares
|
$994,660
0.15% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
17,366
shares
|
$987,778
0.29% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
17,317
shares
|
$984,990
0.0% of portfolio
|
Q3 2024
Added 86.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,833
shares
|
$957,461
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
16,664
shares
|
$947,848
0.0% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
16,658
shares
|
$947,507
0.03% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
16,655
shares
|
$947,336
0.21% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
16,555
shares
|
$941,648
0.07% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
16,509
shares
|
$939,031
1.18% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
16,469
shares
|
$936,756
0.39% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
16,452
shares
|
$935,789
0.53% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
16,355
shares
|
$930,272
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
16,298
shares
|
$927,030
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
16,293
shares
|
$926,745
0.14% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
15,977
shares
|
$908,771
0.02% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
15,877
shares
|
$903,083
0.03% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,869
shares
|
$902,628
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
15,862
shares
|
$902,230
1.12% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
15,618
shares
|
$888,351
0.11% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
15,552
shares
|
$884,597
0.06% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
15,506
shares
|
$881,981
0.08% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
15,480
shares
|
$880,502
0.12% of portfolio
|
Q3 2024
Reduced 63.38%
|