Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 734 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
420,487
shares
|
$22.2 Million
0.55% of portfolio
|
Q1 2025
Added 34.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
414,139
shares
|
$21.8 Million
0.07% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
398,375
shares
|
$21 Million
0.92% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
388,816
shares
|
$20.5 Million
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
387,252
shares
|
$20.4 Million
0.08% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
386,651
shares
|
$20.4 Million
0.17% of portfolio
|
Q1 2025
Added 531.69%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
380,046
shares
|
$20 Million
3.32% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
376,561
shares
|
$19.8 Million
4.11% of portfolio
|
Q1 2025
Added 73.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
369,053
shares
|
$19.4 Million
0.08% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
368,515
shares
|
$19.4 Million
0.77% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
368,091
shares
|
$19.4 Million
4.32% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
357,986
shares
|
$18.9 Million
7.42% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
353,678
shares
|
$18.6 Million
0.89% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
351,963
shares
|
$18.5 Million
3.64% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
337,327
shares
|
$17.8 Million
0.22% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
334,521
shares
|
$17.6 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
323,004
shares
|
$17 Million
1.37% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
316,583
shares
|
$16.7 Million
0.78% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
306,746
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
298,293
shares
|
$15.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 77.57%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
294,175
shares
|
$15.5 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
291,195
shares
|
$15.3 Million
4.25% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
278,442
shares
|
$14.7 Million
0.02% of portfolio
|
Q1 2025
Added 57.05%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
275,302
shares
|
$14.5 Million
1.69% of portfolio
|
Q1 2025
Added 2554.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
274,401
shares
|
$14.5 Million
0.03% of portfolio
|
Q1 2025
Added 10.46%
|