Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 656 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 $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,729
shares
|
$268,985
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
4,708
shares
|
$267,791
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,700
shares
|
$267,336
0.0% of portfolio
|
Q3 2024
Reduced 17.27%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,627
shares
|
$263,183
0.05% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,620
shares
|
$262,785
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
4,588
shares
|
$260,965
0.12% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
4,556
shares
|
$259,145
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,551
shares
|
$258,860
0.0% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,402
shares
|
$250,385
0.01% of portfolio
|
Q3 2024
Added 20.67%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
4,332
shares
|
$246,404
0.42% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$244,584
0.0% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,265
shares
|
$242,593
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
4,247
shares
|
$241,569
0.0% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,243
shares
|
$241,341
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
4,224
shares
|
$240,261
0.05% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
4,219
shares
|
$239,976
0.03% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,212
shares
|
$239,578
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,202
shares
|
$239,009
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
4,134
shares
|
$235,141
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
4,133
shares
|
$235,085
0.06% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
4,101
shares
|
$233,264
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
4,100
shares
|
$233,208
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,078
shares
|
$231,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,073
shares
|
$231,672
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,992
shares
|
$227,064
0.06% of portfolio
|
Q1 2024
New holding
|