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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
8,424
shares
|
$474,018
0.0% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,423
shares
|
$473,962
0.0% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,376
shares
|
$471,317
0.08% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,355
shares
|
$470,135
0.21% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,337
shares
|
$469,122
0.02% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
8,300
shares
|
$467,041
0.18% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$461,132
0.0% of portfolio
|
Q3 2023
Reduced 2.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
8,127
shares
|
$457,306
0.0% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
8,022
shares
|
$451,397
0.05% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,997
shares
|
$449,991
0.21% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,870
shares
|
$442,844
0.01% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
7,862
shares
|
$442,394
0.34% of portfolio
|
Q3 2025
Reduced 24.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
7,835
shares
|
$440,875
0.01% of portfolio
|
Q3 2025
Reduced 19.72%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
7,834
shares
|
$440,819
0.31% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
7,717
shares
|
$434,235
0.2% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,707
shares
|
$433,672
0.01% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
7,657
shares
|
$430,859
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,605
shares
|
$427,933
0.03% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,602
shares
|
$427,764
0.15% of portfolio
|
Q3 2023
Reduced 41.38%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
7,540
shares
|
$424,275
0.25% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,467
shares
|
$420,168
0.5% of portfolio
|
Q3 2022
Added 12.52%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
7,463
shares
|
$419,943
0.01% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,368
shares
|
$414,597
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
7,357
shares
|
$413,978
0.33% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
7,351
shares
|
$413,640
0.29% of portfolio
|
Q3 2025
Added 37.76%
|