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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,981
shares
|
$226,439
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
3,949
shares
|
$224,619
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,932
shares
|
$223,652
0.08% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,931
shares
|
$223,595
0.03% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,927
shares
|
$223,367
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,882
shares
|
$220,808
0.0% of portfolio
|
Q3 2024
Added 37.46%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,871
shares
|
$220,182
0.02% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,869
shares
|
$220,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
3,853
shares
|
$219,158
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,787
shares
|
$215,404
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
3,778
shares
|
$214,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3,752
shares
|
$213,413
0.11% of portfolio
|
Q3 2024
Reduced 23.52%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,729
shares
|
$212,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,708
shares
|
$210,911
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
3,696
shares
|
$210,228
0.07% of portfolio
|
Q3 2024
Reduced 74.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,532
shares
|
$200,900
0.0% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,524
shares
|
$200,445
0.0% of portfolio
|
Q3 2024
Added 111.4%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
3,331
shares
|
$189,467
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,195
shares
|
$181,731
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
3,184
shares
|
$181,105
0.0% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,132
shares
|
$178,148
0.06% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
3,110
shares
|
$176,896
0.06% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
3,103
shares
|
$176,498
0.17% of portfolio
|
Q4 2023
Added 8.19%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
3,027
shares
|
$172,175
0.11% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,658
shares
|
$151,187
0.05% of portfolio
|
Q3 2024
Added 3.5%
|