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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,866
shares
|
$212,977
0.02% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,809
shares
|
$209,837
0.0% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
3,758
shares
|
$207,028
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
3,700
shares
|
$203,833
0.01% of portfolio
|
Q1 2025
Reduced 35.09%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
3,679
shares
|
$202,676
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,597
shares
|
$198,158
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,436
shares
|
$189,289
0.04% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,278
shares
|
$180,585
0.01% of portfolio
|
Q1 2025
Added 109166.67%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
3,245
shares
|
$178,767
0.08% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,213
shares
|
$177,004
0.0% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,195
shares
|
$176,012
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,149
shares
|
$173,478
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
3,027
shares
|
$166,757
0.1% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
2,928
shares
|
$161,303
0.06% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,746
shares
|
$151,277
0.0% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,695
shares
|
$148,467
0.0% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,491
shares
|
$137,229
0.05% of portfolio
|
Q3 2024
Reduced 30.17%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,324
shares
|
$128,029
0.1% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,256
shares
|
$124,283
0.0% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,226
shares
|
$122,630
0.01% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
2,215
shares
|
$122,024
0.1% of portfolio
|
Q1 2025
Added 1202.94%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,096
shares
|
$115,468
0.03% of portfolio
|
Q3 2024
Added 70.41%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,095
shares
|
$115,413
0.09% of portfolio
|
Q4 2024
Reduced 85.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,085
shares
|
$114,862
0.06% of portfolio
|
Q4 2023
Added 2.06%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
2,013
shares
|
$110,896
0.03% of portfolio
|
Q1 2025
New holding
|