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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,974
shares
|
$439,287
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
7,895
shares
|
$434,935
0.23% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,870
shares
|
$433,558
0.01% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
7,760
shares
|
$427,498
0.17% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
7,724
shares
|
$425,515
0.0% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
7,707
shares
|
$424,578
0.01% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
7,658
shares
|
$421,879
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,618
shares
|
$419,675
0.03% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,605
shares
|
$418,959
0.03% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,602
shares
|
$418,794
0.15% of portfolio
|
Q3 2023
Reduced 41.38%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,580
shares
|
$417,582
0.01% of portfolio
|
Q2 2025
Added 24.26%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
7,540
shares
|
$415,378
0.26% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
7,524
shares
|
$414,497
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
7,487
shares
|
$412,458
0.22% of portfolio
|
Q1 2025
Reduced 69.97%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,468
shares
|
$411,412
0.16% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,467
shares
|
$411,357
0.5% of portfolio
|
Q3 2022
Added 12.52%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
7,441
shares
|
$409,924
0.0% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,402
shares
|
$407,776
0.02% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
7,329
shares
|
$403,754
0.34% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,319
shares
|
$403,203
0.0% of portfolio
|
Q1 2025
Reduced 53.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
7,278
shares
|
$400,945
0.01% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
7,275
shares
|
$400,779
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
7,253
shares
|
$399,567
0.07% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,201
shares
|
$396,703
0.01% of portfolio
|
Q2 2020
Added 24.73%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
7,120
shares
|
$392,240
0.08% of portfolio
|
Q1 2025
Added 7.76%
|