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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
115
shares
|
$6,437
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
114
shares
|
$6,381
0.0% of portfolio
|
Q4 2024
Added 1800.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
112
shares
|
$6,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
103
shares
|
$5,765
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
94
shares
|
$5,262
0.0% of portfolio
|
Q2 2025
Added 176.47%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
93
shares
|
$5,206
0.0% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
90
shares
|
$5,038
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
90
shares
|
$5,038
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
90
shares
|
$5,038
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
90
shares
|
$5,038
0.0% of portfolio
|
Q4 2024
Reduced 97.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
85
shares
|
$4,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
77
shares
|
$4,310
0.0% of portfolio
|
Q1 2025
Reduced 53.33%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
76
shares
|
$4,254
0.0% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
76
shares
|
$4,254
0.0% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$3,918
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
66
shares
|
$3,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
63
shares
|
$3,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
60
shares
|
$3,358
0.0% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
55
shares
|
$3,078
0.0% of portfolio
|
Q2 2025
Reduced 78.85%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
54
shares
|
$3,022
0.0% of portfolio
|
Q4 2024
Reduced 46.53%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
43
shares
|
$2,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
42
shares
|
$2,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$2,351
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
42
shares
|
$2,351
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
39
shares
|
$2,183
0.0% of portfolio
|
Q1 2025
Added 8.33%
|