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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
6,625
shares
|
$372,788
0.03% of portfolio
|
Q3 2025
Added 44.02%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
6,601
shares
|
$371,438
0.15% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
6,566
shares
|
$369,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
6,534
shares
|
$367,668
0.17% of portfolio
|
Q4 2024
Reduced 27.67%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,505
shares
|
$366,036
0.06% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,369
shares
|
$358,383
0.0% of portfolio
|
Q4 2022
Reduced 3.65%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
6,315
shares
|
$355,345
0.12% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
6,118
shares
|
$344,259
0.16% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
6,098
shares
|
$343,134
0.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
6,081
shares
|
$342,177
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
6,080
shares
|
$342,121
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
5,981
shares
|
$336,550
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
5,968
shares
|
$335,819
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
5,956
shares
|
$335,144
0.06% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
5,926
shares
|
$333,456
0.07% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,918
shares
|
$333,005
0.02% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,916
shares
|
$332,893
0.07% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,903
shares
|
$332,161
0.01% of portfolio
|
Q3 2025
Added 69.92%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,847
shares
|
$329,010
0.01% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
5,801
shares
|
$326,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,680
shares
|
$319,613
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
5,638
shares
|
$317,250
0.07% of portfolio
|
Q2 2025
Reduced 49.26%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
5,615
shares
|
$315,956
0.12% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
5,608
shares
|
$315,562
0.01% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
5,539
shares
|
$311,679
0.28% of portfolio
|
Q3 2025
New holding
|