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 |
---|---|---|---|---|---|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,400
shares
|
$242,396
0.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
4,344
shares
|
$239,310
0.15% of portfolio
|
Q2 2025
Reduced 94.92%
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,247
shares
|
$233,967
0.0% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,246
shares
|
$233,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
4,228
shares
|
$232,920
0.11% of portfolio
|
Q1 2025
Added 3.1%
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,212
shares
|
$232,039
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
4,201
shares
|
$231,433
0.04% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,161
shares
|
$229,229
0.04% of portfolio
|
Q4 2024
New holding
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
4,155
shares
|
$228,898
0.01% of portfolio
|
Q2 2025
New holding
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,149
shares
|
$228,568
0.07% of portfolio
|
Q1 2025
New holding
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
4,142
shares
|
$228,182
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
4,128
shares
|
$227,411
0.06% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,120
shares
|
$226,970
0.01% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
4,110
shares
|
$226,419
0.05% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,078
shares
|
$224,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
4,056
shares
|
$223,445
0.12% of portfolio
|
Q1 2025
New holding
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
3,995
shares
|
$220,084
0.04% of portfolio
|
Q1 2025
New holding
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,992
shares
|
$219,919
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
3,953
shares
|
$217,770
0.07% of portfolio
|
Q4 2024
Added 2.6%
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,946
shares
|
$217,385
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,940
shares
|
$217,054
0.0% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
3,931
shares
|
$216,558
0.01% of portfolio
|
Q2 2025
New holding
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
3,916
shares
|
$215,732
0.29% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,896
shares
|
$214,630
0.16% of portfolio
|
Q2 2025
Reduced 52.46%
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,871
shares
|
$213,253
0.02% of portfolio
|
Q3 2024
Reduced 23.54%
|