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 |
---|---|---|---|---|---|
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%
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
6,080
shares
|
$334,947
0.13% of portfolio
|
Q3 2024
New holding
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
5,939
shares
|
$327,179
0.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,918
shares
|
$326,022
0.02% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
5,795
shares
|
$319,246
0.07% of portfolio
|
Q4 2024
Added 18.68%
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
5,780
shares
|
$318,420
0.08% of portfolio
|
Q1 2025
New holding
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
5,714
shares
|
$314,784
0.06% of portfolio
|
Q1 2025
New holding
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,690
shares
|
$313,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
5,673
shares
|
$312,525
0.06% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
5,655
shares
|
$311,533
0.15% of portfolio
|
Q3 2024
New holding
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
5,638
shares
|
$310,597
0.08% of portfolio
|
Q2 2025
Reduced 49.26%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,590
shares
|
$307,953
0.02% of portfolio
|
Q1 2025
New holding
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,590
shares
|
$307,953
0.2% of portfolio
|
Q1 2025
Added 14.41%
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,538
shares
|
$305,088
0.26% of portfolio
|
Q2 2024
Reduced 11.84%
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
5,468
shares
|
$301,232
0.24% of portfolio
|
Q1 2025
Reduced 83.99%
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
5,429
shares
|
$299,083
0.06% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
5,400
shares
|
$297,486
0.0% of portfolio
|
Q1 2025
Reduced 86.05%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,387
shares
|
$296,769
0.01% of portfolio
|
Q1 2024
Reduced 29.96%
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
5,352
shares
|
$294,841
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
5,336
shares
|
$293,960
0.26% of portfolio
|
Q2 2025
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,324
shares
|
$293,299
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
5,308
shares
|
$292,417
0.11% of portfolio
|
Q2 2025
Added 1.72%
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
5,302
shares
|
$292,087
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,186
shares
|
$285,696
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
5,155
shares
|
$283,988
0.06% of portfolio
|
Q1 2025
Added 4.88%
|