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 |
|---|---|---|---|---|---|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
14,692
shares
|
$809,382
0.05% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
14,590
shares
|
$803,763
0.04% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
14,508
shares
|
$799,245
0.03% of portfolio
|
Q1 2025
Reduced 74.77%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,479
shares
|
$797,648
0.0% of portfolio
|
Q1 2025
Added 10546.32%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
14,476
shares
|
$797,482
0.03% of portfolio
|
Q1 2025
Added 62.14%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
14,445
shares
|
$795,775
0.12% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
14,361
shares
|
$791,147
0.08% of portfolio
|
Q4 2024
Reduced 28.73%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
14,252
shares
|
$785,142
0.22% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,248
shares
|
$784,922
0.03% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
14,116
shares
|
$777,650
0.05% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,109
shares
|
$777,264
0.2% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
13,981
shares
|
$770,213
0.0% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
13,953
shares
|
$768,670
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
13,822
shares
|
$761,453
0.26% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
13,805
shares
|
$760,517
0.87% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
13,761
shares
|
$758,093
0.46% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
13,631
shares
|
$750,931
0.03% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
13,614
shares
|
$749,995
1.04% of portfolio
|
Q3 2023
Reduced 14.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
13,608
shares
|
$749,664
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
13,511
shares
|
$744,320
0.25% of portfolio
|
Q3 2023
Added 46.68%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
13,438
shares
|
$740,299
0.33% of portfolio
|
Q1 2025
Reduced 65.97%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
13,362
shares
|
$736,112
0.69% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,329
shares
|
$734,294
0.04% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
13,242
shares
|
$729,501
0.07% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
13,232
shares
|
$728,950
0.32% of portfolio
|
Q1 2025
Added 2.45%
|