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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
13,244
shares
|
$745,239
0.06% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
13,241
shares
|
$745,071
0.18% of portfolio
|
Q3 2025
Added 32.29%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
12,992
shares
|
$731,059
0.15% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
12,939
shares
|
$728,077
0.18% of portfolio
|
Q3 2025
Added 178.02%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
12,925
shares
|
$727,289
0.48% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
12,812
shares
|
$720,931
0.03% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
12,747
shares
|
$717,273
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
12,737
shares
|
$716,710
0.03% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,415
shares
|
$698,592
0.05% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
12,375
shares
|
$696,341
0.02% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,359
shares
|
$695,440
0.04% of portfolio
|
Q3 2025
Added 36.01%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,200
shares
|
$686,494
0.09% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
12,158
shares
|
$684,130
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
12,129
shares
|
$682,498
0.12% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
11,859
shares
|
$667,305
0.22% of portfolio
|
Q1 2025
Reduced 86.55%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
11,843
shares
|
$666,405
0.67% of portfolio
|
Q3 2025
Reduced 21.76%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
11,816
shares
|
$664,886
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,725
shares
|
$659,765
0.42% of portfolio
|
Q3 2025
Added 53.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,706
shares
|
$658,696
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,703
shares
|
$658,527
0.03% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
11,688
shares
|
$657,683
0.02% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,608
shares
|
$653,182
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
11,528
shares
|
$648,680
0.01% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
11,500
shares
|
$647,105
0.02% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,470
shares
|
$645,416
0.0% of portfolio
|
Q3 2025
Added 1.93%
|