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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
6,916
shares
|
$381,002
0.07% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
6,844
shares
|
$377,035
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
6,844
shares
|
$377,035
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,839
shares
|
$376,760
0.02% of portfolio
|
Q2 2025
Reduced 46.92%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
6,766
shares
|
$372,738
0.07% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
6,733
shares
|
$370,920
0.15% of portfolio
|
Q1 2025
Added 35.45%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
6,728
shares
|
$370,645
0.28% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,680
shares
|
$368,001
0.01% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
6,666
shares
|
$367,229
0.01% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
6,566
shares
|
$361,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
6,540
shares
|
$360,288
0.14% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
6,534
shares
|
$359,958
0.17% of portfolio
|
Q4 2024
Reduced 27.67%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
6,534
shares
|
$359,958
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
6,449
shares
|
$355,275
0.16% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,439
shares
|
$354,724
0.02% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,431
shares
|
$354,283
0.0% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
6,381
shares
|
$351,529
0.14% of portfolio
|
Q1 2025
Added 43.07%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,369
shares
|
$350,868
0.0% of portfolio
|
Q4 2022
Reduced 3.65%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
6,200
shares
|
$341,558
0.14% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
6,156
shares
|
$339,134
0.03% of portfolio
|
Q1 2025
Added 58.17%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
6,151
shares
|
$338,858
0.08% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,127
shares
|
$337,536
0.02% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
6,094
shares
|
$335,718
0.07% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
6,081
shares
|
$335,002
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
6,080
shares
|
$334,947
0.08% of portfolio
|
Q1 2025
Added 22.33%
|