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 |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
488
shares
|
$27,318
0.02% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
481
shares
|
$26,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
460
shares
|
$25,750
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
425
shares
|
$23,791
0.0% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
424
shares
|
$23,735
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
412
shares
|
$23,063
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
401
shares
|
$22,447
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
372
shares
|
$20,824
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$20,656
0.01% of portfolio
|
Q4 2024
Reduced 48.39%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
323
shares
|
$18,081
0.01% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
274
shares
|
$15,338
0.0% of portfolio
|
Q1 2025
Reduced 71.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
273
shares
|
$15,282
0.0% of portfolio
|
Q1 2025
Reduced 94.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
219
shares
|
$12,259
0.0% of portfolio
|
Q1 2025
Added 31.93%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
199
shares
|
$11,140
0.0% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
190
shares
|
$10,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
181
shares
|
$10,132
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
169
shares
|
$9,460
0.0% of portfolio
|
Q4 2024
Reduced 62.44%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
165
shares
|
$9,236
0.01% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
152
shares
|
$8,508
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
151
shares
|
$8,452
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
151
shares
|
$8,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
128
shares
|
$7,165
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
125
shares
|
$6,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$6,941
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
115
shares
|
$6,437
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|