Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 747 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,833
shares
|
$927,329
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
16,782
shares
|
$924,520
0.14% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,750
shares
|
$922,757
0.03% of portfolio
|
Q1 2025
Added 52.45%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
16,566
shares
|
$912,620
0.19% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
16,446
shares
|
$906,010
0.0% of portfolio
|
Q1 2025
Reduced 85.77%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
16,233
shares
|
$894,275
0.29% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
16,112
shares
|
$887,610
0.37% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
16,100
shares
|
$886,949
0.35% of portfolio
|
Q2 2025
Reduced 36.05%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
16,041
shares
|
$883,698
0.02% of portfolio
|
Q1 2025
Added 35.72%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
16,022
shares
|
$882,651
0.38% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
16,021
shares
|
$882,596
0.0% of portfolio
|
Q1 2025
Added 198.18%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
15,832
shares
|
$872,184
0.21% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
15,667
shares
|
$863,095
0.07% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
15,606
shares
|
$859,734
0.42% of portfolio
|
Q1 2025
Added 156.68%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
15,596
shares
|
$859,183
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
15,531
shares
|
$855,602
0.25% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
15,506
shares
|
$854,225
0.08% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
15,454
shares
|
$851,360
0.39% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
15,453
shares
|
$851,305
0.06% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
15,389
shares
|
$847,780
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
15,330
shares
|
$844,529
0.92% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
15,088
shares
|
$831,197
0.18% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
15,020
shares
|
$827,451
0.17% of portfolio
|
Q1 2025
Reduced 55.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,975
shares
|
$824,972
0.02% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
14,891
shares
|
$820,345
0.07% of portfolio
|
Q2 2021
New holding
|