Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 812 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
16,583
shares
|
$933,125
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
16,440
shares
|
$925,078
0.02% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
16,367
shares
|
$920,971
0.38% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
16,286
shares
|
$916,413
0.04% of portfolio
|
Q3 2025
Reduced 59.45%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
16,256
shares
|
$914,725
0.16% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
16,050
shares
|
$903,133
0.36% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
16,049
shares
|
$903,077
0.02% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
16,006
shares
|
$900,657
0.35% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
15,791
shares
|
$888,559
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
15,773
shares
|
$887,546
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
15,731
shares
|
$885,183
0.2% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
15,613
shares
|
$878,543
0.3% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
15,506
shares
|
$872,522
0.08% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
15,411
shares
|
$867,176
0.34% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
15,387
shares
|
$865,826
0.34% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
15,343
shares
|
$863,350
0.12% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
15,339
shares
|
$863,125
0.01% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
15,305
shares
|
$861,212
0.37% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
15,247
shares
|
$857,948
0.52% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
15,201
shares
|
$855,360
0.49% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
15,082
shares
|
$848,664
0.0% of portfolio
|
Q3 2025
Reduced 97.6%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
14,891
shares
|
$837,916
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
14,849
shares
|
$835,553
0.02% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
14,825
shares
|
$834,202
0.23% of portfolio
|
Q3 2025
Reduced 34.71%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
14,733
shares
|
$829,025
0.18% of portfolio
|
Q3 2025
Reduced 5.53%
|