Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 805 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
463,832
shares
|
$26.1 Million
0.04% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
458,861
shares
|
$25.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
452,918
shares
|
$25.5 Million
0.04% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
451,746
shares
|
$25.4 Million
2.04% of portfolio
|
Q4 2025
Added 3.26%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
443,919
shares
|
$25 Million
0.88% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
438,325
shares
|
$24.7 Million
3.55% of portfolio
|
Q3 2025
Added 114.39%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
427,884
shares
|
$24.1 Million
1.02% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
426,437
shares
|
$24 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
421,749
shares
|
$23.7 Million
0.01% of portfolio
|
Q3 2025
Added 62.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
413,728
shares
|
$23.3 Million
0.1% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
408,146
shares
|
$23 Million
0.87% of portfolio
|
Q3 2025
Reduced 29.16%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
406,116
shares
|
$22.9 Million
3.71% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
406,116
shares
|
$22.9 Million
4.5% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
395,070
shares
|
$22.2 Million
4.69% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
391,109
shares
|
$22 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
384,664
shares
|
$21.6 Million
0.78% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
378,032
shares
|
$21.3 Million
7.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
356,874
shares
|
$20.1 Million
0.37% of portfolio
|
Q4 2025
Reduced 17.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
356,640
shares
|
$20.1 Million
0.21% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
341,144
shares
|
$19.2 Million
2.83% of portfolio
|
Q4 2025
Reduced 8.82%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
337,092
shares
|
$19 Million
0.25% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
326,538
shares
|
$18.4 Million
0.02% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
319,006
shares
|
$18 Million
2.87% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
315,310
shares
|
$17.7 Million
6.42% of portfolio
|
Q3 2025
Added 491.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
299,577
shares
|
$16.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.2%
|
|