Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 804 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
903,143
shares
|
$51.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.09%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
896,715
shares
|
$51.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.35%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
867,326
shares
|
$49.5 Million
3.89% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
860,987
shares
|
$49.1 Million
4.52% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
816,324
shares
|
$46.5 Million
0.37% of portfolio
|
Q2 2025
Added 111.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
810,600
shares
|
$46.2 Million
2.91% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
808,880
shares
|
$46.1 Million
5.45% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
759,881
shares
|
$43.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
733,679
shares
|
$41.8 Million
7.42% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
720,474
shares
|
$41.1 Million
2.7% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
698,326
shares
|
$39.8 Million
0.4% of portfolio
|
Q2 2022
Reduced 45.02%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
691,808
shares
|
$39.4 Million
2.88% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
681,911
shares
|
$38.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
679,846
shares
|
$38.8 Million
8.95% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
642,672
shares
|
$36.6 Million
2.87% of portfolio
|
Q3 2025
Added 4002.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
638,392
shares
|
$36.4 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
637,637
shares
|
$36.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
618,083
shares
|
$35.2 Million
6.17% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
585,859
shares
|
$33.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 39.67%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
577,911
shares
|
$33 Million
4.91% of portfolio
|
Q3 2025
Added 17.83%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
564,777
shares
|
$32.2 Million
0.5% of portfolio
|
Q2 2025
Added 368.35%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
554,543
shares
|
$31.6 Million
2.66% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
533,768
shares
|
$30.4 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
525,712
shares
|
$30 Million
7.9% of portfolio
|
Q3 2025
Reduced 63.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
515,423
shares
|
$29.4 Million
0.24% of portfolio
|
Q2 2025
Added 7.1%
|