Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 750 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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,112
shares
|
$281,620
0.01% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
5,100
shares
|
$280,959
0.03% of portfolio
|
Q3 2020
Reduced 1.96%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
5,073
shares
|
$279,471
0.07% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,063
shares
|
$278,920
0.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,055
shares
|
$278,479
0.01% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
5,018
shares
|
$276,441
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,970
shares
|
$273,797
0.01% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
4,906
shares
|
$270,271
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,896
shares
|
$269,720
0.04% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,839
shares
|
$266,580
0.09% of portfolio
|
Q4 2023
Reduced 79.53%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
4,820
shares
|
$265,533
0.13% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
4,809
shares
|
$264,927
0.08% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
4,802
shares
|
$264,542
0.12% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
4,737
shares
|
$260,961
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
4,687
shares
|
$258,206
0.14% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,673
shares
|
$257,435
0.09% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
4,672
shares
|
$257,380
0.09% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,672
shares
|
$257,380
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,660
shares
|
$256,719
0.03% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
4,608
shares
|
$253,854
0.19% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,600
shares
|
$253,414
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
4,481
shares
|
$246,858
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,469
shares
|
$246,197
0.0% of portfolio
|
Q1 2025
Reduced 96.96%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
4,431
shares
|
$244,103
0.01% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,415
shares
|
$243,222
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|