Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 655 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
709,256
shares
|
$41.9 Million
3.96% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
698,326
shares
|
$41.3 Million
0.4% of portfolio
|
Q2 2022
Reduced 45.02%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
684,107
shares
|
$40.5 Million
9.28% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
653,336
shares
|
$38.6 Million
7.44% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
638,191
shares
|
$37.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
633,184
shares
|
$37.4 Million
2.2% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
608,405
shares
|
$36 Million
2.66% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
604,099
shares
|
$35.7 Million
0.01% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
572,279
shares
|
$33.8 Million
0.09% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
563,921
shares
|
$33.4 Million
4.42% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
544,681
shares
|
$32.2 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
544,324
shares
|
$32.2 Million
2.36% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
513,615
shares
|
$30.4 Million
13.63% of portfolio
|
Q3 2024
Added 2449.46%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
508,316
shares
|
$30.1 Million
2.54% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
464,287
shares
|
$27.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
444,776
shares
|
$26.3 Million
0.0% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
427,327
shares
|
$25.3 Million
0.05% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
412,109
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
377,128
shares
|
$22.3 Million
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
367,226
shares
|
$21.7 Million
4.27% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
365,578
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
365,513
shares
|
$21.6 Million
0.94% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
365,033
shares
|
$21.6 Million
0.07% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
364,350
shares
|
$21.5 Million
0.2% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
354,502
shares
|
$21 Million
7.04% of portfolio
|
Q3 2024
Reduced 0.23%
|