Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 734 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
927,600
shares
|
$48.9 Million
6.04% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
867,811
shares
|
$45.7 Million
3.78% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
839,124
shares
|
$44.2 Million
0.09% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
833,243
shares
|
$43.9 Million
4.44% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
811,832
shares
|
$42.8 Million
5.65% of portfolio
|
Q1 2025
Added 39.52%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
751,570
shares
|
$39.6 Million
3.74% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
740,348
shares
|
$39 Million
2.8% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
731,517
shares
|
$38.5 Million
0.01% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
698,326
shares
|
$36.8 Million
0.4% of portfolio
|
Q2 2022
Reduced 45.02%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
691,922
shares
|
$36.5 Million
0.11% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
686,382
shares
|
$36.2 Million
7.24% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
653,472
shares
|
$34.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
638,790
shares
|
$33.7 Million
0.79% of portfolio
|
Q1 2025
Reduced 51.34%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
624,037
shares
|
$32.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 31.92%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
608,348
shares
|
$32.1 Million
2.3% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
566,652
shares
|
$29.9 Million
2.62% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
563,585
shares
|
$29.7 Million
8.11% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
May 08, 2025 Q1 2025 |
490,800
shares
|
$25.9 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
486,544
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
481,259
shares
|
$25.4 Million
0.25% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
480,814
shares
|
$25.3 Million
2.32% of portfolio
|
Q1 2025
Added 134.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
475,513
shares
|
$25.1 Million
0.76% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
450,222
shares
|
$23.7 Million
4.92% of portfolio
|
Q1 2025
Added 29.21%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
440,678
shares
|
$23.2 Million
0.06% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
426,508
shares
|
$22.5 Million
1.43% of portfolio
|
Q1 2025
Reduced 1.72%
|