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 |
|---|---|---|---|---|---|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
23,554
shares
|
$1.24 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
23,445
shares
|
$1.24 Million
0.08% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
22,950
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
22,870
shares
|
$1.21 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
22,704
shares
|
$1.2 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
22,509
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2022
Reduced 33.37%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,497
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
22,454
shares
|
$1.18 Million
0.48% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
22,375
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
22,103
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
21,969
shares
|
$1.16 Million
0.19% of portfolio
|
Q1 2025
Added 50.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
21,543
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
20,867
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
20,815
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
20,714
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
20,528
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
Added 72.93%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
20,502
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
20,477
shares
|
$1.08 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
20,476
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
20,296
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
20,118
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
20,066
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
20,000
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
19,838
shares
|
$1.05 Million
0.77% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
19,645
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.01%
|