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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,839
shares
|
$272,290
0.09% of portfolio
|
Q4 2023
Reduced 79.53%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,806
shares
|
$270,433
0.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,782
shares
|
$269,083
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,773
shares
|
$268,576
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
4,647
shares
|
$261,486
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
4,589
shares
|
$258,223
0.23% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,568
shares
|
$257,041
0.02% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
4,564
shares
|
$256,816
0.04% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
4,561
shares
|
$256,647
0.18% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,535
shares
|
$255,184
0.14% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 10, 2025 Q3 2025 |
4,526
shares
|
$254,678
0.05% of portfolio
|
Q3 2025
Reduced 38.22%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
4,381
shares
|
$246,518
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
4,361
shares
|
$245,393
0.11% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
4,288
shares
|
$241,285
0.21% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,288
shares
|
$241,285
0.08% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,272
shares
|
$240,385
0.07% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
4,247
shares
|
$238,978
0.0% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
4,239
shares
|
$238,528
0.18% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
4,229
shares
|
$237,965
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,212
shares
|
$237,009
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
4,209
shares
|
$236,840
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,176
shares
|
$234,983
0.17% of portfolio
|
Q2 2025
Reduced 24.59%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,170
shares
|
$234,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,161
shares
|
$234,139
0.01% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
4,147
shares
|
$233,351
0.07% of portfolio
|
Q3 2025
Added 1.1%
|