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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
9,452
shares
|
$531,864
0.07% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
9,441
shares
|
$531,245
0.09% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
9,402
shares
|
$529,050
0.3% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
9,377
shares
|
$527,643
0.78% of portfolio
|
Q3 2025
Added 68.99%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,369
shares
|
$527,193
0.17% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
9,297
shares
|
$523,142
0.35% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
9,275
shares
|
$521,904
0.18% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
9,264
shares
|
$521,285
0.04% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,235
shares
|
$519,653
0.02% of portfolio
|
Q3 2025
Added 35.03%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
9,199
shares
|
$517,627
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
9,095
shares
|
$511,775
0.12% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,087
shares
|
$511,325
0.04% of portfolio
|
Q3 2025
Reduced 49.66%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
9,028
shares
|
$508,005
0.05% of portfolio
|
Q2 2025
Reduced 41.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,896
shares
|
$500,577
0.0% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
8,754
shares
|
$492,587
0.0% of portfolio
|
Q3 2025
Added 30.89%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
8,750
shares
|
$492,362
0.17% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,721
shares
|
$490,730
0.15% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,687
shares
|
$488,817
0.0% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,631
shares
|
$485,666
0.02% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
8,578
shares
|
$482,684
0.01% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
8,557
shares
|
$481,502
0.67% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
8,519
shares
|
$479,364
0.19% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,494
shares
|
$477,957
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
8,430
shares
|
$474,356
0.2% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
8,429
shares
|
$474,299
0.02% of portfolio
|
Q3 2025
Added 109.05%
|