Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 653 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
351,428
shares
|
$20.6 Million
0.89% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
348,919
shares
|
$20.5 Million
3.89% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
344,394
shares
|
$20.2 Million
0.74% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
335,142
shares
|
$19.6 Million
0.07% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
334,200
shares
|
$19.6 Million
4.12% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
329,051
shares
|
$19.3 Million
0.07% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
321,321
shares
|
$18.8 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
315,168
shares
|
$18.5 Million
0.81% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
290,738
shares
|
$17 Million
4.49% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
289,765
shares
|
$17 Million
0.3% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
277,928
shares
|
$16.3 Million
4.6% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
273,795
shares
|
$16 Million
5.05% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
267,303
shares
|
$15.7 Million
0.37% of portfolio
|
Q3 2024
Added 2018.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
264,713
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
257,536
shares
|
$15.1 Million
7.53% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
253,315
shares
|
$14.8 Million
3.23% of portfolio
|
Q2 2024
Added 3.93%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
236,090
shares
|
$13.8 Million
0.16% of portfolio
|
Q3 2024
Added 24.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
235,563
shares
|
$13.8 Million
0.48% of portfolio
|
Q3 2024
Added 44.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
226,751
shares
|
$13.3 Million
3.32% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
226,658
shares
|
$13.3 Million
0.18% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
225,927
shares
|
$13.2 Million
0.48% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
218,293
shares
|
$12.8 Million
1.23% of portfolio
|
Q4 2023
Added 3.47%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
217,913
shares
|
$12.8 Million
0.69% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
217,506
shares
|
$12.7 Million
0.07% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
212,085
shares
|
$12.4 Million
1.69% of portfolio
|
Q3 2024
Reduced 11.61%
|