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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
11,248
shares
|
$619,652
0.0% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
11,189
shares
|
$616,402
0.3% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
10,945
shares
|
$602,960
0.12% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
10,736
shares
|
$591,446
0.02% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
10,680
shares
|
$588,361
0.08% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
10,647
shares
|
$586,543
0.04% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
10,610
shares
|
$584,504
0.09% of portfolio
|
Q2 2025
Reduced 20.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,530
shares
|
$580,097
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
10,522
shares
|
$579,656
0.12% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
10,454
shares
|
$575,910
0.44% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,451
shares
|
$575,745
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,347
shares
|
$570,016
0.02% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
10,337
shares
|
$569,465
0.04% of portfolio
|
Q1 2025
Reduced 38.36%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,298
shares
|
$567,316
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
10,105
shares
|
$556,684
0.05% of portfolio
|
Q2 2022
Reduced 1.22%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
10,009
shares
|
$551,395
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
9,945
shares
|
$547,870
0.26% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
9,930
shares
|
$547,043
0.07% of portfolio
|
Q1 2025
Reduced 45.95%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
9,707
shares
|
$534,758
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
9,697
shares
|
$534,207
0.34% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
9,650
shares
|
$531,618
0.4% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
9,647
shares
|
$531,453
0.45% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,588
shares
|
$528,202
0.0% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,488
shares
|
$522,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
9,474
shares
|
$521,922
0.16% of portfolio
|
Q2 2025
Added 2.21%
|